Clio

Clio

Themis Solutions
+
+

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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.

About

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Self employed professionals, agencies, firms, and consultancies.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

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 Not Supported
Free Trial Supported

Pricing

$6.30/month
Get 70% off for 3 month offer now!

Lite - $21 per month. Send unlimited invoices to up to 5 clients

Plus - $38 per month. Send unlimited invoices to up to 50 clients

Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

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

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.

Pros & Cons from Real Users

Pros

  • The software offers a simple and intuitive user interface that makes it easy to create and manage invoices, track payments, and manage clients. The mobile app makes it easy to access the software from anywhere, and the integration with other popular business apps, such as PayPal and Stripe, makes it even more convenient. Freshbooks also offers a range of accounting features, such as tracking expenses, generating reports, and managing taxes.
  • The platform is very simple and easy to use, all its features and tools are very intuitive. They handle a large amount of information without the need to present any kind of blocking in the system. The price is incredible, Freshbooks fits what it offers. The best CDFi option is included and projects are handled much better.
  • The best finance software for streamlining invoicing process for clients and time tracking. It is highly reliable in completing complex financial processes and automating tasks.
  • FreshBooks have managed to bed down the Quote to Cash (Proposals - Invoice - Receipt - Report) process in a very elegant and concise way, hats off to them. We adopted FreshBooks after extensive evaluation and despite the price, the value they provide makes it worth it. Proposal are a definite win though it would be nice if we could customize/personalize the sending domain name.
  • Freshbooks works with high-performance financial analytics, from which you can create advanced statistics showing the billing and closing cycles of all dates booked in the system, so you can access the information as often as needed. Freshbooks quickly manages file exports.

Cons

  • The customer service can be slow to respond and not very helpful. The prices are also higher than other accounting software programs.
  • They should translate the platform to other languages as some of our users don't speak English and it has been difficult for them to interact with Freshbooks. Otherwise this platform is amazing and can be manipulated by anyone.
  • I currently don't have any dislike since they upgraded the interface which was one area that I really wanted to see upgraded.
  • Not a negative - a wish rather that they would allow online payments in South Africa. The pandemic has minimized movement for all and integration with the local banks#paywalls would help speed up payments and automate reconciliations.
  • Freshbooks does not have good integrations to other ledger management services, which is noticeable when trying to adapt formats from the Xero platform to Freshbooks, whose formatting varies greatly. Freshbooks also does not include an expense tracker integrated directly from the control panel.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Themis Solutions
Founded: 2007
Canada
www.clio.com

Company Information

FreshBooks
Founded: 2004
Canada
www.freshbooks.com/

Alternatives

Alternatives

Categories

Categories

Accounting Supported

Want to grow without feeling overwhelmed? FreshBooks empowers you to make smarter spending decisions. Get custom, real-time reports that pinpoint risks and opportunities, all while squeezing out every tax break. Try it Free or save 70% on FreshBooks Now.

AR Automation Supported

Tired of chasing invoices and juggling paperwork? FreshBooks simplifies your entire billing process. Create professional, branded invoices, send them to clients, and easily track payment status. With FreshBooks, you'll save time on admin and get paid up to 2x faster. Try it Free or save 70% on FreshBooks Now.

Bookkeeping Supported

Unlock clear financial health with powerful bookkeeping tools. Make smart decisions, plan for growth, and ensure compliance. FreshBooks simplifies this, giving you control and clarity to focus on growing your business. Try it Free or save 70% on FreshBooks Now.

Expense Report Supported

Snap, categorize, and conquer expenses with FreshBooks! Easily track receipts, auto-import bank transactions, and get clear spending insights. Simplify tax prep and budgeting, so you always know where your money is going. Try it Free or save 70% on FreshBooks Now.

Finance Supported

Say goodbye to complex spreadsheets and confusing software. Get all your essential financial tools in one place with FreshBooks. It's an all-in-one accounting solution that effortlessly handles your billing, payments, and bookkeeping. Try it Free or save 70% on FreshBooks Now.

General Ledger Supported
Legal Billing Supported
Payment Processing Supported

FreshBooks makes getting paid speedy and straightforward. Offer credit cards payrments, Apple Pay, and bank transfers to your clients and get paid twice as fast. Plus, save time with automatic payment recording and invoice matching. Try it Free or save 70% on FreshBooks Now.

Payroll Supported
Project Accounting Supported
Receipt Scanner Supported
Reconciliation Supported
Recurring Billing Supported

Simplify your billing with FreshBooks. Generate branded, professional invoices, dispatch them to clients with a click, and closely monitor their payment progress. Reclaim time otherwise spent on admin, and experience the benefit of getting paid up to 2x faster. Try it Free or save 70% on FreshBooks Now.

Time and Expense Supported
Time Clock Supported
Time Tracking Supported

FreshBooks' powerful and simple expense tracker makes tracking business expenses ridiculously easy. You can see what you’re spending and how profitable you are at a glance without the headache of spreadsheets or shoeboxes of receipts. Try it Free or save 70% on FreshBooks Now.

Legal Billing Features

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

Docketing Features

Billing & Invoicing Supported
Calendar Management Supported
Calendar/Reminder system Supported
Case Management Supported
Court Records Search Supported
Document Management Supported
Patent / Trademark Management Not Supported
Portfolio Management Not Supported
Task Management Supported
Time & Expense Tracking Supported

Law Practice Management Features

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

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Not Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Not Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Not Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Not Supported
Full Text Search Supported
Version Control Supported

Trust Accounting Features

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Supported
Check Writing Supported
Compliance Management Supported
Cross Ledger Posting Supported
Customer Statements Supported
Fee Calculation & Posting Not Supported
Receipt Management Supported
Tax Management Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Not Supported
Calendar Management Not Supported
Case Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Expense Tracking Supported
Time Tracking Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Not Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Supported
Revenue Recognition Supported
Spend Management Supported
Tax Management Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Not Supported
Cash Management Not Supported
Construction Breakdowns Not Supported
General Ledger Supported
Job Costing Not Supported
Overrun Projections Not Supported
Payroll Management Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported

Expense Report Features

Approval Process Control Not Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Not Supported
Spend Control Not Supported
Time Tracking Supported
Workflow Management Not Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Not Supported
Gift Card Management Not Supported
Mobile Payments Not Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Not Supported
Recurring Billing Supported
Signature Capture Supported

Payroll Features

401(k) Tracking Supported
Attendance Management Supported
Benefits Management Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Reporting/Analytics Not Supported
Self Service Portal Not Supported
Tax Compliance Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Recurring Billing Features

Customer Portal Not Supported
Deferred Billing Supported
Discount Management Not Supported
Dunning Management Not Supported
Invoice History Supported
Multi-Currency Not Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Not Supported
Subscription Billing Not Supported

Time Clock Features

Biometric Recognition Not Supported
Hourly Employee Tracking Not Supported
Messaging Not Supported
Mobile Access Supported
Online Punch Card Not Supported
Payroll Management Supported
Punch card Not Supported
Reporting/Analytics Supported
Salaried Employee Tracking Supported
Sick Leave Tracking Not Supported
Vacation / Leave Tracking Not Supported
Workstation Tracking Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Not Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

AccessOwl Supported
Axis LMS Supported
Campaign Monitor Supported
Chat Agents Supported
Constant Contact Supported
Easyflow Supported
ForwardAI Supported
HubSpot Data Hub Supported
Insightly Supported
Mailchimp Supported
Memtime Supported
Nekton.ai Supported
PayPal Supported
Peaka Supported
Precise API Supported
Quickwork Supported
ScoreDetect Supported
Shift Supported
Wufoo Supported
Zapier Supported

Integrations

AccessOwl Supported
Axis LMS Supported
Campaign Monitor Supported
Chat Agents Supported
Constant Contact Supported
Easyflow Supported
ForwardAI Supported
HubSpot Data Hub Supported
Insightly Supported
Mailchimp Supported
Memtime Supported
Nekton.ai Supported
PayPal Supported
Peaka Supported
Precise API Supported
Quickwork Supported
ScoreDetect Supported
Shift Supported
Wufoo Supported
Zapier Supported
Claim Clio and update features and information
Claim Clio and update features and information
Claim FreshBooks and update features and information
Claim FreshBooks and update features and information