CaseEnsemble vs. Clio Comparison


CaseEnsemble Xerdict	Clio Themis Solutions	+	+
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Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. 147 Ratings Visit Website CharityTracker A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! 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About CaseEnsemble is the main Xerdict product offering. CaseEnsemble is a proprietary, web-based law firm extranet collaboration system designed for legal matter management. The CaseEnsemble legal extranet system allows legal teams from different organizations and remote offices to share a single, secure, online area to track case management information, maintain a master calendar, collaborate on documents and post-work products. With its off-the-shelf, instantly customizable configurations, CaseEnsemble can resolve even the most dissonant complex litigation matters within hours. The CaseEnsemble legal case management and practice management capabilities include software modules that can support any type of litigation practice. CaseEnsemble also offers several customized case management configurations that provide collections of the issue and/or practice-specific data fields. Xerdict's collaboration products offer our clients the opportunity to adapt their solutions.	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 Legal professionals in need of a proprietary, web-based law firm extranet collaboration system	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 Xerdict www.xerdict.com/products.php	Company Information Themis Solutions Founded: 2007 Canada www.clio.com
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Categories Legal Case 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 Apptoto Cognito Forms Confido Legal Egnyte FactBox Formstack Documents Go Integrator Cara Hivelight OneNotary Pipedream Posh Precise API Qlik Application Automation Quickwork ROSS Time Tracker by eBillity Timeline Matters TrialLine VXT Verify 365 Show More Integrations	Integrations Apptoto Cognito Forms Confido Legal Egnyte FactBox Formstack Documents Go Integrator Cara Hivelight OneNotary Pipedream Posh Precise API Qlik Application Automation Quickwork ROSS Time Tracker by eBillity Timeline Matters TrialLine VXT Verify 365 Show More Integrations View All 155 Integrations
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