Average Ratings 59 Ratings
Average Ratings 0 Ratings
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
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
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
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
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