Average Ratings 59 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

Description

These tailored solutions are designed to align perfectly with the unique requirements of your legal practice. Are you seeking an efficient method to oversee your operations while ensuring compliance with POPI and FICA regulations, all while securely managing your Trust and Business Accounts? Or perhaps you wish to monitor your fees and billing effortlessly while on the move? Our comprehensive, fully integrated open-item system seamlessly connects and oversees all facets of your Law Practice. Additionally, our Debt Collection Software has been crafted to unify and streamline various components of your business into one cohesive system. With our legal accounting software, your law firm can better organize its finances, providing clearer insights into your overall financial health. The FeeTrak Mobile app is specifically designed for legal professionals who are always on the go, revolutionizing your approach to business. Transform your mobile device into an efficient billing and practice management tool that can be utilized from anywhere at any time. Embrace the future of legal practice management with these innovative solutions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alt Legal Yes 
AnswerForce Yes 
Clio Draft Yes 
DirectLaw Yes 
Dropbox Yes 
Hivelight Yes 
Law Ruler Yes 
Memtime Yes 
MotaWord Yes 
NetDocuments Yes 
OneNotary Yes 
PATLive Yes 
Precise API Yes 
Qlik Application Automation Yes 
Robly Yes 
Samey Yes 
Smith.ai Yes 
Time Miner Yes 
Uptime Legal Yes 
Xero Yes 

Integrations

Alt Legal No 
AnswerForce No 
Clio Draft No 
DirectLaw No 
Dropbox No 
Hivelight No 
Law Ruler No 
Memtime No 
MotaWord No 
NetDocuments No 
OneNotary No 
PATLive No 
Precise API No 
Qlik Application Automation No 
Robly No 
Samey No 
Smith.ai No 
Time Miner No 
Uptime Legal No 
Xero No 

Pricing Details

$39.00/month/user
EasyStart - $39 per user per month
Essentials - $59 per user per month
Advanced - $99 per user per month
Complete - $129 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Vendor Details

Company Name

Legal Interact

Founded

1982

Country

South Africa

Website

legalinteract.com

Product Features

Conflict Checking

Case Management No 
Client Database No 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

Court Management

Administrative Hearings No 
Appeal Boards No 
Calendar Management No 
Case History No 
Collections Management No 
Court Cost Records No 
Defendant Records No 
Docket Management No 
Document Imaging No 
Fines Management No 
Jury Management No 
Subpoena Tracking No 
Warrant Tracking No 

Docketing

Billing & Invoicing Yes 
Calendar Management Yes 
Calendar/Reminder system Yes 
Case Management Yes 
Court Records Search Yes 
Document Management Yes 
Patent / Trademark Management No 
Portfolio Management No 
Task Management Yes 
Time & Expense Tracking Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management No 
Legal Automation No 
Legal Spend Management No 
Legal e-Billing No 
Matter Management No 
Reporting / Analytics No 
eDiscovery No 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling No 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging No 
Full Text Search Yes 
Version Control Yes 

Legal Research

AI / Machine Learning No 
Annotations No 
Brief Analytics No 
Case Alerts No 
Case Law Research No 
Change Tracking No 
Data Visualization No 
Filtering No 
Query Suggestions No 
Search History No 
Self-Service Search No 
Statutes Research No 
Tax Law Research No 
Third-Party Analysis Integration No 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing Yes 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting No 
Receipt Management Yes 
Tax Management Yes 

Product Features

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting No 

Alternatives

Alternatives

Practice Manager Pro Reviews

Practice Manager Pro

Legal Interact
Practice Manager Reviews

Practice Manager

Legal Interact
Case Master Pro Reviews

Case Master Pro

CMPOnline
RazorLex Reviews

RazorLex

PracticeLeague Legaltech