Clio
4.9 out of 5 starsRatings and Reviews 59 Ratings
Ratings and Reviews 0 Ratings
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What is Clio?
Clio is an all-in-one legal technology platform that helps law firms manage operations, streamline legal work, and deliver better client experiences. The platform serves as a centralized hub for legal professionals, bringing together case management, client intake, billing, accounting, document management, task tracking, and workflow automation in a single cloud-based environment. Clio’s AI-powered capabilities help firms identify important next steps, uncover key information, and keep matters moving forward without relying solely on manual processes. The software includes products such as Clio Manage, Clio Grow, Clio Work, Clio Draft, Clio Accounting, and Clio for Clients, allowing firms to tailor the platform to their specific requirements. Legal teams can use Clio to organize client information, manage deadlines, automate documents, track time, process payments, and improve communication across the firm. Its extensive integration ecosystem includes more than 300 third-party applications as well as API access for custom development and workflow creation. The platform is designed to support organizations ranging from solo practitioners to large legal teams with hundreds of users. Cloud accessibility allows attorneys and staff to collaborate securely from virtually any location while maintaining a single source of truth for every matter. Clio places a strong emphasis on data protection through enterprise-grade encryption, SOC 2 Type 2 certification, PCI DSS compliance, and privacy-focused AI practices. The company also provides onboarding assistance, training resources, expert support, and an active legal community to help firms maximize adoption and long-term success. By combining legal practice management, business operations, and intelligent automation, Clio helps legal professionals reduce administrative burdens and focus more time on serving clients and growing their practices.
What is Actionstep?
Actionstep serves as a comprehensive legal practice management solution tailored for ambitious law firms.
With its adaptable and user-friendly software platform, Actionstep offers limitless opportunities to grow and refine your practice as a law firm. Designed in the cloud with workflow automation at its core, Actionstep enhances productivity for law firms at every phase.
For over 15 years, we have dedicated ourselves to empowering legal professionals. As the pioneer of the world's first true cloud-based practice management system, we have witnessed our global clientele and team flourish, and we continue to push the boundaries of innovation. We hold a profound appreciation for the vital role lawyers play in shaping significant moments in our lives and businesses. We firmly believe that when lawyers establish efficient and contemporary practices, they are able to provide the highest quality service to their clients.
Actionstep offers a fully customizable firm management system tailored specifically for law firms. Our software evolves with your needs, eliminating the necessity for you to adapt. Integrated workflows for legal processes, client management, and administrative tasks are embedded in our software, while automation is woven throughout all our features, ensuring that operations flow smoothly and minimizing the time dedicated to administrative duties. In this way, we help law firms focus more on what truly matters: their clients.
Integrations Supported
8am LawPay
Axis LMS
Box
Bundledocs
DecisionVault
Dropbox
Gmail
Hivelight
InfoTrack
Microsoft 365
Integrations Supported
8am LawPay
Axis LMS
Box
Bundledocs
DecisionVault
Dropbox
Gmail
Hivelight
InfoTrack
Microsoft 365
API Availability
API Availability
Has API
Pricing Information
$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 Offered?
Pricing Information
$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Themis Solutions
Date Founded
2007
Company Location
Canada
Company Website
www.clio.com
Company Facts
Organization Name
Actionstep Software
Date Founded
2004
Company Location
United States
Company Website
www.actionstep.com
Categories and Features
AI Legal
Not specified
Conflict Checking
Not specified
Court Management
Not specified
Docketing
Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Task Management
Time & Expense Tracking
Enterprise Legal Management (ELM)
Not specified
Family Law
Not specified
Law Firm Accounting
Not specified
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal
Not specified
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Calendar
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Staff Calendar
Status Tracking
Task Management
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Task Management
Time Tracking
Trust Accounting
Legal CRM
Not specified
Legal Document Drafting
Not specified
Legal Document Management
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Full Text Search
Version Control
Legal Research
Not specified
Legal Time Tracking
Not specified
Litigation Management
Not specified
Personal Injury Law
Not specified
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Receipt Management
Tax Management
Visa Management
Not specified
Categories and Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal CRM
Not specified
Trust Accounting
Accrual Accounting
Activity Tracking
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management