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What is Wolters Kluwer Passport?

The ultimate solution for overseeing corporate legal matters is a robust platform that effectively manages legal spend, case management, and defense strategies, linking various elements of your legal framework. By utilizing this system, you can gain enhanced control over expenses, optimize workflows, and achieve full transparency regarding critical business aspects. The Passport applications can function independently or work together effortlessly, creating a cohesive approach to handling legal and risk information throughout the organization. This versatile platform is designed to be open, integrated, and secure, enabling you to unify diverse systems and processes within a singular, collaborative environment. Embracing this innovative tool can significantly elevate your legal operational efficiency.

What is Clio?

Clio, a prominent cloud-based solution for law practice management that is relied upon by over 150,000 attorneys, encourages you to arrange a demonstration. You can securely access your law firm from any location, enabling you to oversee all your tasks in a single, centralized platform. Discover how Clio can enhance your practice today.

Media

Media

Integrations Supported

AgileLaw
Birdeye
Caseflood.ai
Chat Agents
ClientRock
Diligen
Documati
ECFX Notice
InfoTrack
LEX Reception
Posh
Precise API
Proof
Quickwork
Rapid Legal
Refocusly
Retently
SimplyConvert
Text Request
eCMS by Cerenade

Integrations Supported

AgileLaw
Birdeye
Caseflood.ai
Chat Agents
ClientRock
Diligen
Documati
ECFX Notice
InfoTrack
LEX Reception
Posh
Precise API
Proof
Quickwork
Rapid Legal
Refocusly
Retently
SimplyConvert
Text Request
eCMS by Cerenade

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

www.wolterskluwer.com/en/solutions/enterprise-legal-management/passport

Company Facts

Organization Name

Themis Solutions

Date Founded

2007

Company Location

Canada

Company Website

www.clio.com

Categories and Features

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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 Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

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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