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What is Clio?

Clio, a prominent cloud-based solution for law practice management that is relied upon by over 150,000 attorneys, encourages you to arrange a demonstration. You can securely access your law firm from any location, enabling you to oversee all your tasks in a single, centralized platform. Discover how Clio can enhance your practice today.

What is CaseManagerPro?

CaseManagerPro serves as an all-encompassing legal case management solution that integrates every facet of your cases into a singular, organized platform customized to meet the specific demands of your practice. This software allows for the efficient capture, management, reporting, linking, and sharing of individuals, entities, documents, notes, deadlines, and issues, granting immediate access to crucial information whenever necessary. By utilizing CaseManagerPro, all participants in a case—including in-house attorneys, law firms, and trusted third parties—can enhance their organization and connectivity to vital case details, regardless of their geographical location. This tool not only improves client responsiveness and increases productivity but also reduces expenses, making it essential for legal practitioners. Furthermore, our platform boasts unique features that facilitate system personalization, ensuring it fits seamlessly with your business operations. Ultimately, CaseManagerPro equips your team to collaborate and operate more effectively, resulting in improved case management results and fostering a more streamlined workflow for everyone involved. This holistic approach to case management truly transforms the way legal teams function and interact with their cases.

Media

Media

Integrations Supported

Apptoto
Docketwise
Dropbox
Formstack Documents
FreshBooks
Fundbox
GoTo Connect
InfoTrack
Kixie PowerCall & SMS
Launch Control
Liveforce
Ngage Live Chat
Posh
Rippling
Robly
SimplyConvert
Time Tracker by eBillity
TomaCRM
eCMS by Cerenade
firmTRAK

Integrations Supported

Apptoto
Docketwise
Dropbox
Formstack Documents
FreshBooks
Fundbox
GoTo Connect
InfoTrack
Kixie PowerCall & SMS
Launch Control
Liveforce
Ngage Live Chat
Posh
Rippling
Robly
SimplyConvert
Time Tracker by eBillity
TomaCRM
eCMS by Cerenade
firmTRAK

API Availability

Has API

API Availability

Has API

Pricing Information

$39.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$69 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
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
On-Site 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

Lucid IQ

Date Founded

1999

Company Location

United States

Company Website

www.lucidiq.com

Categories and Features

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Court Management

Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

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 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
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

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

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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 Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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