Clio
4.9 out of 5 starsRatings and Reviews 59 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
8am8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.
-
FilevineFilevine, powered by LOIS (Legal Operating Intelligence System), is a comprehensive AI-powered legal intelligence platform designed to create a unified system of truth for modern legal practices. It brings together data, documents, workflows, and teams into a single, AI-native environment that enhances clarity and consistency. The platform enables legal professionals to perform key tasks such as fact verification, deposition preparation, and case management with greater accuracy and efficiency. LOIS uses contextual intelligence to analyze the entire matter lifecycle, providing actionable insights and guidance tailored to each case. It supports a wide range of capabilities, including document management, contract management, billing, time tracking, eSignatures, and business analytics. The system automates workflows and connects information across all legal processes, reducing manual work and improving collaboration. Its agentic intelligence allows it to plan, act, and learn continuously to achieve desired legal outcomes. Filevine provides real-time visibility into operations, helping teams make informed decisions. The platform is designed to scale across enterprises and government organizations, supporting complex legal environments. It enhances productivity by streamlining repetitive tasks and improving data accessibility. By replacing fragmented systems with a single integrated platform, it simplifies legal operations. Its AI-driven insights help improve accuracy and reduce risk in decision-making. The platform also supports strategic planning by connecting legal data to outcomes. Ultimately, Filevine empowers legal teams to operate more efficiently, deliver better results, and achieve their goals with confidence.
-
LawmaticsCreate an integrated and effective system utilizing Lawmatics' law office intake form templates that you can install and forget, enabling you to concentrate on essential responsibilities while your legal CRM handles client intake and marketing efforts. This robust CRM for attorneys not only aids in acquiring new clientele but also simplifies reconnecting with your existing pool of former clients through automated documentation processes designed for law firms. By keeping your practice readily available for clients when new requirements arise, you can generate a consistent revenue flow through workflow automation specifically tailored for legal services. The incorporation of automated follow-ups ensures immediate engagement with potential clients, safeguarding against missed opportunities. Clients will recognize and appreciate your organized and technologically sophisticated method of managing their cases right from the initial interaction with your firm. With functionalities such as instant electronic signatures for legal documents and automatic follow-up reminders, our cutting-edge software aims to impress, leaving a memorable positive impact on your clients. Moreover, by refining these operations, your firm can significantly boost client satisfaction while simultaneously enhancing overall operational efficiency, leading to long-term success in your legal practice. In this way, you can build stronger relationships with clients, ensuring they feel valued and supported throughout their legal journey.
-
Digital WarRoomDWR eDiscovery provides legal professionals with the capability to examine, manage, and produce documents that may be pertinent to ongoing litigation cases. Our suite of software and hosted subscription services includes a variety of document review functionalities, such as AI-based search, keyword searches, keyword highlighting, metadata filtering, and document marking. Moreover, it features privilege logging, redaction capabilities, and analytical tools designed to enhance the user's understanding of their document collection. Users can independently execute all these tasks, allowing them to perform essential eDiscovery functions without the need for external assistance. DWR eDiscovery offers both hosted and on-premises subscription options. The DWR Pro desktop application can be installed on personal computers or servers, with a licensing fee of $1995 per concurrent user per year. For cloud subscriptions, charges are applied based on storage per GB, with a transparent pricing model and no hidden costs involved. The basic Single Matter subscription starts at $10 per GB per month, with a minimum monthly fee of $250. Additionally, private cloud options accommodate multiple matters and users at a rate not exceeding $4 per GB per month, which can decrease to as low as $1 per GB per month for larger volumes. This flexible pricing structure ensures that clients can choose an option that best fits their needs and budgets.
-
XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
-
CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
-
Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
-
Sirion CLMBy combining top-tier innovation, exceptional expertise in Contract Lifecycle Management, and a strong dedication to ensuring customer satisfaction, Sirion empowers leading global corporations to optimize their contracting processes. The Sirion CLM software fundamentally changes the way contracts are managed by converting contract data into valuable digital resources and providing real-time insights throughout the entire lifecycle of a contract. Equipped with cutting-edge AI technology, the robust Sirion CLM platform streamlines contracting workflows, minimizes risks, lowers costs, and offers comprehensive visibility over the complete contract portfolio. Over 200 of the world's most successful companies trust Sirion to handle more than 5 million contracts, collectively valued at over $450 billion, in over 70 countries, demonstrating the platform’s significant impact on global business operations. This level of trust highlights the effectiveness of Sirion's solutions in driving efficiency and value in contract management.
-
DocmosisDocmosis is a versatile document generation solution that can be utilized either as a self-hosted option or through a SaaS model, allowing users to create templates tailored to their needs. It offers seamless integration with both custom-built software and well-known third-party applications via a comprehensive API. Users can design their templates using MS Word or LibreOffice, incorporating plain-text placeholders to manage the insertion of various elements such as text, images, and tables. Additionally, Docmosis allows for conditional content management, calculations, repetition of data, data formatting, and much more, enhancing the overall document creation process. This solution is compatible with diverse programming languages, including Java, C#, Python, PHP, and Ruby, through its REST API, and it easily connects with low-code and no-code platforms such as Appian, Bubble, Mendix, and Outsystems. Moreover, it works effectively with third-party form builders and applications that support webhooks, including FormAssembly and Salesforce. Businesses across many sectors—such as Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing—leverage Docmosis to produce a wide array of personalized documents, including letters, invoices, proposals, contracts, statements, and reports. By streamlining the document generation process, Docmosis empowers organizations to enhance efficiency and improve communication with their clients and stakeholders.
-
LegalEdgeLegalEdge is an enterprise-grade case management solution designed for government and public-sector legal teams. It supports prosecutors, public defenders, and municipal or agency attorneys with tailored workflows and data structures. The platform manages cases, people, documents, and activities in a unified environment. As a fully server-side application, LegalEdge works across all modern devices without requiring local installations. Attorneys and investigators can access the system securely from court, home, or the field. Mobile compatibility makes it ideal for dynamic legal environments. LegalEdge’s integration capabilities reduce data duplication by syncing information across justice systems. This improves accuracy and saves valuable administrative time. The platform offers flexible implementation options, from quick load-and-go deployments to full-service installations. Its long-term development reflects deep experience in legal case management. Security, stability, and performance are core design priorities. LegalEdge helps legal organizations modernize operations while controlling costs.
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 Casetext?
Since its inception in 2013, Casetext has been at the forefront of legal AI innovation. The company's latest offering, CoCounsel, stands out as the first AI-powered legal assistant available in the market.
CoCounsel addresses a diverse range of essential legal tasks, such as discovery, legal research, contract examination, ensuring contract policy compliance, preparing for depositions, and facilitating communications. Alongside CoCounsel, Casetext provides a comprehensive legal research solution that includes extensive legal databases and advanced search capabilities.
By integrating the most recent breakthroughs in AI technology into the legal field, Casetext employs thorough testing and solicits customer insights. This approach yields distinctive solutions that empower attorneys to enhance their representation, serve a larger clientele effectively, gain a strategic edge, and promote broader access to justice.
Over 10,000 organizations, ranging from individual practitioners to large Fortune 50 corporate legal teams and over 40 firms listed in the Am Law 200, depend on Casetext to improve the quality of their legal services. This widespread reliance underscores the significant impact Casetext has made in transforming legal practice through innovative technology.
Integrations Supported
Abby Connect
Alert Communications
Alt Legal
Analytify AI
Back Office Betties
Clerx
Gavel
Hona
HubSpot Data Hub
LawKPIs
API Availability
API Availability
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
$0/month
Use CoCounsel, the first AI legal assistant, in the way that's best for you. Pay as you go for on-demand features, or subscribe for all access for $500 per user per month. If you're only in search of legal research and drafting tools, prices start at $100 per user per month.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Themis Solutions
Date Founded
2007
Company Location
Canada
Company Website
www.clio.com
Company Facts
Organization Name
Casetext
Date Founded
2013
Company Location
United States
Company Website
casetext.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
AI Legal
Not specified
Enterprise Legal Management (ELM)
Not specified
Legal
Not specified
Legal Case Management
Not specified
Legal Research
AI / Machine Learning
Annotations
Case Alerts
Case Law Research
Data Visualization
Filtering
Search History
Self-Service Search
Statutes Research