Case&Point vs. Clio Comparison


Case&Point Corporate Legal Solutions	Clio Themis Solutions	+	+
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		Related Products 8am 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. 1,190 Ratings Visit Website Digital WarRoom DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month. 55 Ratings Visit Website Filevine Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes. 576 Ratings Visit Website LegalEdge LegalEdge is a comprehensive case management software platform designed specifically for government legal organizations. It offers dedicated solutions for prosecutors, public defenders, and agency or municipal attorneys. The platform supports the full lifecycle of legal cases, helping teams manage case data, documents, people, and workflows efficiently. LegalEdge is built as a fully server-side application, allowing secure access from any device without client-side installations. Mobile access enables attorneys and investigators to work seamlessly from courtrooms, offices, or remote locations. Integrated data capabilities reduce duplicate data entry across criminal justice systems. LegalEdge focuses on delivering robust functionality while helping agencies control costs. 17 Ratings Visit Website EBizCharge EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization 207 Ratings Visit Website Valant Behavioral Health EHR Provide exceptional, data-driven care from anywhere with Valant, the all-in-one EHR and practice management software designed exclusively for behavioral health practices of all sizes. - Focus the efforts of your entire workflow in one system built for individual psychotherapy, medication management, group counseling and more, whether delivered in person or virtually. - Speed your documentation process with 100+ clinical templates for evidence-based and specialized therapies, such as DBT, CBT, MFT, TMS, and weight and eating disorders. - Track your progress with 100+ comprehensive reports on patient retention, compliance, productivity, and financial performance. 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Video — live or recorded, internal or external — lets you share the moment, no matter what the moment holds. 21 Ratings Visit Website Traild Traild is an accounts payable automation platform designed to streamline, secure, and modernize AP processes. It integrates seamlessly with leading ERP and accounting systems to automate invoice processing, approvals, and payments. Traild intelligently triages AP workloads by auto-approving low-risk invoices while routing high-risk invoices to relevant approvers for digital review. The platform is built with fraud prevention at its core, using AI-driven risk detection to identify errors, duplicates, and suspicious activity before payments are made. Real-time visibility gives finance leaders complete control over invoices, approvals and payments. Traild supports complex, industry-specific workflows across sectors like manufacturing, construction, distribution, healthcare, and energy. By reducing manual AP effort and improving accuracy, Traild enables finance teams to focus on strategic decision-making instead of paperwork. 6 Ratings Visit Website Time Tracker by eBillity Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere. 3,434 Ratings Visit Website Polonious Polonious is an ISO27001 certified secure, extremely flexible and highly configurable investigation workflow solution. The system includes features such as process centrism, workload management, reporting, dynamic dashboards, case reports, integrations and more. With our process and compliance focus, you can ensure your investigations are fully compliant with applicable regulations, with minimal extra effort or stress. With Polonious, you can run detailed reports on case outcomes, timeframes, and finances, and break that down across case types, investigators, and even down to investigation status. So you can prove your value up the chain, but you can also identify any problem areas and improve your efficiency. 2 Ratings Visit Website
About Case&Point software is designed to manage all types of matters, outside counsel including billing analysis increasing efficiency and productivity. Case&Point is a whole department solution with the flexibility to manage all your matter types not just litigation. The proprietary technology provides the best user experience of any matter management system. Corporate Legal Solutions was founded in 1988 to provide the premier dedicated solution for corporate legal departments. Our latest release allows management of 8 matter categories including real estate, patents and trademarks as well as extremely powerful reporting. The e-billing module for importing electronic invoices from outside counsel has been improved to generate automated alerts for over 30 items such as over budget. This provides greater efficiency for managing your outside counsel cost.	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 Professionals seeking a matter management solution for corporate legal departments	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $39.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.7 / 5 design 4.8 / 5 support 4.8 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Corporate Legal Solutions www.caseandpoint.com	Company Information Themis Solutions Founded: 2007 Canada www.clio.com
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Categories E-Invoicing Legal Case Management Litigation Management	Categories AI Legal Conflict Checking Court Management Docketing Enterprise Legal Management (ELM) Family Law Law Firm Accounting Law Practice Management Legal Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Drafting Legal Document Management Legal Research Legal Time Tracking Litigation Management Personal Injury Law Trust Accounting Visa Management
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 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 Show More Features 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 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 AccessOwl Apptoto Campaign Monitor Clio Draft ECFX Notice GoTo Connect HubSpot Operations Hub InfoTrack Legalbook.io Liveforce Made For Law Peaka Rapid Legal Samey Shift SimplyConvert Teamleader Veza Reception Wufoo firmTRAK Show More Integrations	Integrations AccessOwl Apptoto Campaign Monitor Clio Draft ECFX Notice GoTo Connect HubSpot Operations Hub InfoTrack Legalbook.io Liveforce Made For Law Peaka Rapid Legal Samey Shift SimplyConvert Teamleader Veza Reception Wufoo firmTRAK Show More Integrations View All 155 Integrations
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