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What is Intelligize?

Intelligize™ is recognized as a leading provider of outstanding content, specialized news collections, regulatory insights, and powerful analytical tools designed for professionals in compliance and transactions. With its web-based research platform, it supports law firms, accounting firms, corporations, and other organizations in meeting government regulations, improving their contracts and negotiations, and optimizing value for both shareholders and clients. Based in the vibrant Washington, DC metropolitan area, Intelligize serves an array of Fortune 500 companies, including major names like Starbucks, IBM, Microsoft, Verizon, and Walmart, as well as several distinguished global law and accounting firms. A pivotal moment occurred in 2016 when Intelligize became a wholly-owned subsidiary of LexisNexis®, a leading global provider known for its content-enabled workflow solutions tailored to a variety of professionals in legal, risk management, corporate, government, law enforcement, accounting, and academic fields. This alliance has not only strengthened Intelligize's market presence but also allowed the company to utilize the extensive resources and expertise offered by LexisNexis®. As a result, Intelligize continues to enhance its offerings, positioning itself as an indispensable tool for its clients in navigating complex regulatory landscapes.

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

Integrations Supported

8am LawPay
Alt Legal
Box
Clio Draft
ClockAssist
Formstack
ForwardAI
HubSpot Data Hub
HubSpot Marketing Hub
InfoTrack
LegalConnect
Lexidesk
Memtime
Ngage Live Chat
OneNotary
PayPal
Pigeon
ServiceNomad
Text Request
Wishpond

API Availability

API Availability

Pricing Information

Pricing not provided

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
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Intelligize

Date Founded

2008

Company Location

United States

Company Website

www.intelligize.com

Company Facts

Organization Name

Themis Solutions

Date Founded

2007

Company Location

Canada

Company Website

www.clio.com

Categories and Features

Legal Research

Not specified

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

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 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

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