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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 CaseWare Cloud?

Access real-time, intelligent analytics and insights regarding your clients and practice from any device by utilizing Canada’s leading cloud solutions for auditing and accounting. Elevate client collaboration with our all-encompassing client portal, which provides smooth file sharing, tailored dashboards, and status reports securely maintained in a single location. Achieve a fully integrated document management system featuring centralized data storage, archiving, retention, and backup capabilities to keep all files organized for staff and teams. Effortlessly oversee your time and billing procedures from any internet-connected device, as the cloud service generates draft timesheets automatically based on your calendar and the time dedicated to client engagement files. Collaborating in the cloud enables team members to work simultaneously on the same client file, thereby simplifying the review and approval process regardless of their geographical location. This cutting-edge strategy not only boosts productivity but also ensures that all team members stay connected and well-informed, ultimately resulting in enhanced service quality for clients. In this way, the use of cloud technology transforms the operational landscape, making it easier for firms to adapt and thrive in a fast-paced environment.

Media

Media

Integrations Supported

Alt Legal
AnswerForce
Apptoto
Confido Legal
DSS
Diligen
DirectLaw
Egnyte
Formstack Documents
ForwardAI
FreshBooks
LawPay
LeadMaster
Mailchimp
Pipedream
ProfitCents
TomaCRM
TrialLine
Verify 365
eCMS by Cerenade

Integrations Supported

Alt Legal
AnswerForce
Apptoto
Confido Legal
DSS
Diligen
DirectLaw
Egnyte
Formstack Documents
ForwardAI
FreshBooks
LawPay
LeadMaster
Mailchimp
Pipedream
ProfitCents
TomaCRM
TrialLine
Verify 365
eCMS by Cerenade

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

CaseWare

Date Founded

1988

Company Location

Canada

Company Website

www.caseware.com/products/cloud

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

Legal Billing

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

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