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What is Vertec?

More than 1000 companies rely on Vertec for various essential functions, including managing customer relationships, tracking performance, handling offers, invoicing, and overseeing projects. Each business has distinct processes, and Vertec is flexible enough to adjust to these specific requirements. The platform is built for continual updates, enabling users to take advantage of the newest features and enhancements. In addition, Vertec offers comprehensive support through a dedicated team, a vast Knowledge Base, an informative YouTube Channel, and a regularly refreshed blog, ensuring that all necessary resources are readily available. This dedication to customer assistance significantly improves the user experience and empowers organizations to succeed. With such a wide range of services and support, Vertec stands out as a valuable partner for businesses looking to streamline their operations.

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

AI Answering
Alert Communications
Alt Legal
Chrometa
Dealcloser
Easyflow
Formstack Documents
FreshBooks
Hona
Intake Forecast
Launch Control
LegalConnect
Notaron
Odella
Pigeon
Qlik Application Automation
Rapid Legal
Steno Connect
VXT

API Availability

Has API

API Availability

Pricing Information

$38.56 per month, per user
Free Trial Offered?

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
Android
iPhone
iPad
Windows

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
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Vertec

Date Founded

1996

Company Location

Switzerland

Company Website

www.vertec.com

Company Facts

Organization Name

Themis Solutions

Date Founded

2007

Company Location

Canada

Company Website

www.clio.com

Categories and Features

Legal Billing

Automatic Billing
Calendar Management
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Conflict Management
Reminders
Rules-Based Scheduling
Status Tracking
Task Management

Legal Time Tracking

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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