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What is DocXtools?

DocXtools provides an extensive array of tools aimed at improving and polishing your documents, leading to a remarkable increase in quality while cutting review time in half. This heightened efficiency allows legal teams to meet client demands more effectively, encourage better collaboration, and produce documents of higher caliber. Impressively, over 75% of the AM Law 250 firms, as well as a significant portion of international law firms, rely on DocXtools to enhance their document creation workflows. Users can quickly rectify inconsistencies in their documents, utilizing features that vary from minor adjustments to comprehensive revisions. With a single click, they can pinpoint problematic areas in their documents and assess their seriousness through an intuitive "red, yellow, green" status indicator. In addition, users have the ability to reformat documents, apply intricate styles according to different categories like numbering, body text, and titles, or effortlessly import styles from other templates. Moreover, they can evaluate whether their document is prepared for conversion and change file formats while preserving the original layout. Customers often find that they save roughly 30 minutes each week with DocXtools, enabling them to redirect their focus towards more urgent responsibilities. Ultimately, this tool not only elevates the quality of documents but also significantly enhances overall workflow efficiency, making it an invaluable asset in any legal environment.

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.

Media

Media

Integrations Supported

Abby Connect
Apptoto
Back Office Betties
Caseflood.ai
Dialpad Connect
Easyflow
Formstack Documents
FreshBooks
Fundbox
Gmail
LawTap Legal Booking & Scheduling
LegalConnect
Mailchimp
Nota
OneNotary
Refocusly
Robly
ScoreDetect
SimplyConvert
Wufoo

Integrations Supported

Abby Connect
Apptoto
Back Office Betties
Caseflood.ai
Dialpad Connect
Easyflow
Formstack Documents
FreshBooks
Fundbox
Gmail
LawTap Legal Booking & Scheduling
LegalConnect
Mailchimp
Nota
OneNotary
Refocusly
Robly
ScoreDetect
SimplyConvert
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

$2000 per month
Free Trial Offered?
Free Version

Pricing Information

$39.00/month/user
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

Litera

Date Founded

1995

Company Location

United States

Company Website

www.litera.com/products/docxtools

Company Facts

Organization Name

Themis Solutions

Date Founded

2007

Company Location

Canada

Company Website

www.clio.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

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

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

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