Clio

Clio

Themis Solutions
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About

8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.

About

Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms, accounting practices, and professional service firms seeking an integrated, secure, and compliant platform to manage billing, operations, and client relationships with greater efficiency

Audience

Clio is designed for solo attorneys, small and mid-sized law firms, large legal organizations, and in-house legal teams seeking a comprehensive legal practice management and workflow automation platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$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 Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.8 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • The ease of sending QUICK BILLS to clients make the use worth it! The fact that clients will pay their Bills much faster with a credit card helps my bottom line.
  • Ease of use; ability to send links, invoices, and quick bills. I like that the customer service is really helpful.
  • Deadline management: Court-ordered mediation deadlines, document due dates, payment deadlines, conference dates, and follow-ups can be tracked rather than managed from memory or scattered emails. Document control: Orders of referral, agreements to mediate, fee documents, mediation summaries, correspondence, reports, and administrative records can remain associated with the correct matter. Contact management: Plaintiff counsel, defense counsel, assistants, parties, adjusters, corporate representatives, and other participants can be associated with the case. Billing infrastructure: Your mediation charges, invoices, payments, and outstanding balances can be tracked alongside the matter rather than through a separate manual process.
  • The card vault is a lifesaver for our firm. We have the ability to run recurring payments without manually reinputting card information. The reports feature is easy to use and helps track our various accounts.
  • Easy to use; new features added over time, good customer service; affordable. I've been using this platform for several years now.
  • I love using 8am MyCase because it keeps my work organized and helps me clearly see what I need to do next. I especially like being able to incorporate and manage documents within the system. It makes completing my work quicker, easier, and more convenient. The time-tracking feature is also very helpful because it allows us to maintain a precise and accurate log of the time spent working on matters.
  • We are a very busy law firm and LawPay makes receiving payments so convenient and fast. And it's convenient and fast for the client as well, so a win-win. We never have any issues with the program, and it is so easy to do a refund if needed, to download reports, and find old transactions via the "history" section. It is a well created program.
  • I like that you can track payments from clients and the options it gives for clients to pay. I also use Law Pay Pro, so I can keep track of my time and send bills to clients for even faster payment. I also like that they have options for trust and operating accounts, so you can keep everything separate.
  • As an accounting firm, we place a high value on reliability, security, ease of use, and professionalism when it comes to collecting payments from clients. CPACharge has proven to be a valuable payment-processing solution for our firm, particularly because it allows us to accept both credit card and electronic check (eCheck/ACH) payments in a manner that is convenient for our clients and efficient for our staff. From a client-service standpoint, convenience matters. Accounting clients are often busy business owners and professionals, and they appreciate being able to make a payment quickly rather than having to mail a physical check or coordinate payment over the phone. CPACharge provides a more modern payment experience that fits well with the way clients expect to interact with professional-service businesses today. Making the payment process straightforward also helps eliminate unnecessary back-and-forth between our staff and clients. The easier it is for a client to pay an invoice, the easier it is for our firm to keep accounts receivable moving.
  • Ease of use compared to other systems, and it is reliable. I've never had any issues. The system does not go down or glitch, which is incredibly important.

Pros & Cons from Real Users

Pros

  • I love that everything is in one place. Calendars, zoom integration, editing/updating documents easily, contacts, and billing are all in one place. I find its organization skills are excellent for both smaller and larger firms.
  • Among many features that Clio can offer us we highlight the following: The real time tracking is excellent and effective, it allows us a simultaneous and accurate automation with Microsoft Word for job delivery improvement, the calendar management is amazing as it has no glitches and allows us to add to each report a personalized electronic signature.
  • First of all, Clio is quite practical due to its visual customization, and its automation is very optimized in terms of actions. Apart from integrating a good chat system, it allows the elaboration of a text by simply clicking on generate document and start writing.
  • Irrelevant of how many dynamics can be applied to the same case file, it will remain free of formatting errors and will not slow down the system, which would normally happen with any other legal case management system, since most do not offer good integrations as Clio does. Our recommendation about Clio is to learn to exploit the tools it offers not only in case management terminology, but also as a software operator of automated messages, notification-based reminders, and more. Its technology is recommended for any work department.
  • Clio addresses one of the work environments where there are currently fewer services to work with: purely legal case operations. With Clio it is possible to provide clients with a stable and direct advocacy service, where they can feel confident with the development of their cases.

Cons

  • Updating contacts or adding a related contact to a matter can be quite difficult at times. I’ve found that rather than redirecting you back to the matter you just added a contact to, it will direct you to the contact. Additionally, sometimes it takes a couple minutes for the search options to actually update. If I’ve added a new matter into Clio, it will take around 5 refreshes before it actually shows up in the search bar.
  • As a main flaw we realized that we can not deliver directly from Clio a PDF file, but you have to download in another format and convert it, which makes us lose time sometimes; also, the notes tend to be somewhat disorganized.
  • Although its usability is quite simple, it has new tools for many individuals and the training through instructional videos that it offers are generally basic and difficult to understand. Similarly, if you need technical support from their assistants you will not get anything, they offer lousy service.
  • Clio unfortunately does not operate with digital tools for instant communication, so these services must be used in parallel if you want to keep clients updated on case progress and projections (only in a situation where live messaging or phone calls are warranted).
  • Clio is great, and allows us to deliver our case reports always within the estimated time frame. No negative points were found during the experience of using Clio, nor were there any inconveniences while working, so we proceed to make the review completely positive.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

8am
United States
www.8am.com

Company Information

Themis Solutions
Founded: 2007
Canada
www.clio.com

Alternatives

Alternatives

Clio

Clio

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PracticePanther Law Practice Software

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Categories

8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice.

8am™ DocketWise is immigration case management software and immigration forms software designed specifically for immigration law firms. The platform streamlines client intake, case management, immigration form preparation, and billing in a single system built specifically for immigration law workflows, rather than generic case management tools. Smart questionnaires automatically generate USCIS and related immigration forms, helping firms complete filings faster and with fewer errors. Multilingual intake forms and client portals improve accessibility and client communication, while built-in invoicing and LawPay integration simplify billing and payments. DocketWise is part of 8am, the professional business platform that brings together LawPay, MyCase, and CasePeer to help law firms streamline operations and focus on client outcomes.

8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice.

8am™ LawPay is a trusted legal industry payment solution, purpose-built to help law firms get paid faster while maintaining strict compliance with legal accounting rules. Designed specifically for attorneys, LawPay automatically separates trust and operating funds, protects against commingling, and supports IOLTA and PCI compliance. Firms can accept credit cards, debit cards, and eCheck payments, send secure payment links, automate billing, and offer flexible client payment options. Approved by all 50 state bars and the ABA, LawPay powers payments for more than 60,000 law firms across the U.S. and Canada. LawPay is part of 8am, the professional business platform that brings together MyCase, CasePeer, and DocketWise so firms can focus on clients and do more of the work that matters.

8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice.

8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice.

8am™ CasePeer is a cloud-based personal Injury practice management solution built specifically for personal injury law firms. Designed specifically for high-volume PI practices, CasePeer empowers firms to manage cases, track medical treatment and liens, oversee settlements, and improve client communication. The solution includes PI-specific workflows, reporting, and real-time dashboards that reduce manual work and help teams move cases toward resolution faster. With centralized case data and built-in analytics, CasePeer gives personal injury firms clear visibility into case progress, team productivity, and marketing performance. CasePeer is part of 8am, the professional business platform that brings together LawPay, MyCase, and DocketWise so firms can focus on their clients and grow their practice.

Categories

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Court Management Features

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 Features

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) Features

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

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing Features

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

Legal Case Management Features

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

Bankruptcy Features

Bankruptcy Case Management
Calculators
Calendar Management
Client Management
Critical Date Alerts
Document Management
Electronic Filing
Exemption Management
Forms Automation
Legal Forms Library
Task Management
Time Tracking

Legal Spend Management Features

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

Docketing Features

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing Features

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

Legal Case Management Features

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 Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Document Management Features

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

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Integrations

8am DocketWise
8am LawPay
Clerx
8am CPACharge
8am ClientPay
Birdeye
Confido Legal
DSS
Dialpad Sell
Egnyte
Gravity Forms
Hivelight
HubSpot Marketing Hub
InvoiceSherpa
LeadMaster
Made For Law
Maintenance Care
Nota
Soluno
VXT

Integrations

8am DocketWise
8am LawPay
Clerx
8am CPACharge
8am ClientPay
Birdeye
Confido Legal
DSS
Dialpad Sell
Egnyte
Gravity Forms
Hivelight
HubSpot Marketing Hub
InvoiceSherpa
LeadMaster
Made For Law
Maintenance Care
Nota
Soluno
VXT
Claim Clio and update features and information
Claim Clio and update features and information