Ratings 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 CaseWizard?
To thrive in today's landscape, modern law firms need robust legal case and practice management software. Managing an ever-growing number of cases efficiently is critical for the successful operation of any legal practice. Streamlining case management not only facilitates business growth but also enhances client retention. With a larger client base, important details will remain easily accessible, ensuring that nothing slips through the cracks. By automating the connection of billable hours with the appropriate clients, you can eliminate the burdensome tasks of time tracking and billing. The sheer volume of paperwork can be daunting, particularly under tight deadlines. CaseWizard enables you to manage up to three times more cases while maintaining a high standard of service. This software offers comprehensive handling of documents, whether they are created, received, or scanned. Moreover, it allows you to effortlessly organize, filter, and categorize documents based on specific case needs. You can also create new documents using customizable templates, which streamlines the workflow even further. Additionally, your monthly subscription to CaseWizard includes full support at no extra charge, allowing you to concentrate on delivering outstanding legal services to your clients. With such tools at your disposal, your practice can achieve a new level of efficiency and client satisfaction.
Integrations Supported
AgileLaw
Chrometa
Dialpad Connect
Diligen
DirectLaw
Epona365
GreenLine
Insightly
LawKPIs
Ngage Live Chat
Integrations Supported
AgileLaw
Chrometa
Dialpad Connect
Diligen
DirectLaw
Epona365
GreenLine
Insightly
LawKPIs
Ngage Live Chat
API Availability
Has API
API Availability
Has API
Pricing Information
$39.00/month/user
Free Trial Offered?
Free Version
Pricing Information
$40 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
CaseWizard
Company Location
United States
Company Website
www.casewizard.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
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