Average Ratings 59 Ratings

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Average Ratings 0 Ratings

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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

Legal Suite provides solutions for corporate legal departments and law firms. Legal Suite is part of the Septeo Group which is a major player in technology serving lawyers, real estate managers and IT departments. Septeo's expertise can be found all over the globe to 120,000 users. No more playing hide-and-seek with your documents and emails Turn your paper into data by scanning all documents, so they are searchable and findable. Get a 360-degree view of all interactions with a client in one place to respond quickly to every request. Automate document naming for consistency. Have you noticed if ten different people name their documents, it might result in ten different document names? (Unless, of course, you are a machine). Our software creates consistent names so everything is easier to find. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Securely chat

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft 365 Yes 
Adobe Acrobat Sign No 
Birdeye Yes 
DSS Yes 
Docubee Yes 
Eternal Pro Yes 
Google Drive No 
HubSpot Data Hub Yes 
Mailchimp Yes 
NetDocuments Yes 
Nextiva Yes 
OneNotary Yes 
PayPal Yes 
TomaCRM Yes 
Uptime Legal Yes 
WiseTime Yes 
eCMS by Cerenade Yes 
firmTRAK Yes 
vLex Yes 

Integrations

Gmail Yes 
Microsoft 365 Yes 
Adobe Acrobat Sign Yes 
Birdeye No 
DSS No 
Docubee No 
Eternal Pro No 
Google Drive Yes 
HubSpot Data Hub No 
Mailchimp No 
NetDocuments No 
Nextiva No 
OneNotary No 
PayPal No 
TomaCRM No 
Uptime Legal No 
WiseTime No 
eCMS by Cerenade No 
firmTRAK No 
vLex 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 Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Vendor Details

Company Name

Legal Suite

Founded

2000

Country

Canada

Website

www.legal-suite.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

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Enterprise Legal Management (ELM)

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

Entity Management

Access Control Yes 
Compliance Management Yes 
Contract Management Yes 
Corporate Structure Management Yes 
Document Assembly Yes 
Due Date Tracking Yes 
Electronic Filing Yes 
Electronic Signature Yes 
Multi-Jurisdictional Yes 
Ownership Tracking Yes 
Records Tracking Yes 
Registered Agent Services Integration No 
Subsidiary Governance Yes 
Task Management Yes 

Law Practice Management

Billing & Invoicing Yes 
CRM No 
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 No 

Legal Billing

Accounting Management No 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

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