Clio

Clio

Themis Solutions
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+

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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

IntelloSync is an AI-native platform for contract lifecycle management, compliance management, vendor management, document management and litigation management, built for enterprises in India, the US and APAC. Legal teams draft from templates and negotiate in real Microsoft Word with tracked changes intact, while the Copilot add-in reviews clauses against your playbook. Approvals route by contract value, and contracts are signed with Aadhaar eSign, DSC, Zoho Sign or DocuSign, with digital e-stamping built in. IntelloComply turns statutes and contracts into a compliance calendar with owners and audit-ready evidence. IntelloVendor handles supplier onboarding and risk, IntelloVault OCRs and indexes every document for search, and IntelloCase manages litigation, hearings and outside counsel. Priced per module with unlimited users. ISO/IEC 27001:2022 certified.

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 Not Supported
iPad Not Supported
Android Not 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

In-house legal, compliance, procurement and company secretarial teams at mid-size and large enterprises that need contract, compliance, vendor, document and litigation management on one AI platform

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not 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

Contact for a quote
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Themis Solutions
Founded: 2007
Canada
www.clio.com

Company Information

IntelloSync
Founded: 2023
India
intellosync.com

Alternatives

Alternatives

Contra

Contra

Lexzur

Categories

Categories

AI Legal Supported

IntelloSync applies AI across in-house legal work in India: a Microsoft Word Copilot add-in that reviews clauses against your playbook, AI extraction of obligations and key terms from contracts and regulations, AI case summaries of filings and orders, and an AI audit of outside counsel invoices.

Compliance Supported

IntelloComply is IntelloSync's compliance management module for Indian enterprises. It ships with 300+ cited statutory obligations, 340+ controls, 43 business-event triggers and a catalogue of 46 licence and registration types, and builds each customer's register from its own entities, locations and licences. Obligations from regulations and contracts land on a compliance calendar with owners, reminders, escalation and audit-ready evidence, so a filing or renewal is visible weeks before it is due.

IntelloContract is an AI-native CLM built for India, the US and APAC. Legal teams negotiate in real Microsoft Word with tracked changes intact, the Copilot reviews clauses against the playbook, approvals route by contract value, and signing runs on Aadhaar eSign, DSC, Zoho Sign or DocuSign with e-stamping. Obligations and renewal dates are extracted into owned tasks. Priced per module with unlimited users.

IntelloContract manages contracts from request to renewal: templates and clause library, negotiation in real Microsoft Word with tracked changes intact, AI review against your playbook, approvals routed by value and type, e-signature with Aadhaar eSign, DSC, Zoho Sign or DocuSign, Indian e-stamping, and a searchable repository with obligations and renewal alerts.

Digital Signature Supported

IntelloSync signs contracts inside the contract workflow rather than in a separate tool: Aadhaar eSign, DSC, Zoho Sign and DocuSign, with digital e-stamping for Indian states, multi-party signing order, and the executed copy filed automatically in the repository with its audit trail.

IntelloVault is IntelloSync's document management module: one repository for contracts, board papers, policies, licences and records, with OCR, full-text search across scanned and digital files, folder and role-based permissions, version history and retention rules. It shares the repository with the contract, compliance, vendor and litigation modules, so a document is filed once and found from any of them.

IntelloSync gives legal teams one repository for contracts, opinions, pleadings, board and secretarial records, with OCR, full-text search, permissions by matter and team, version history and retention rules, shared across its contract, compliance and litigation modules.

IntelloCase is IntelloSync's litigation management module for in-house legal teams in India: every case and legal notice on one register with forum, stage and next hearing date, limitation and hearing deadlines with reminders, legal hold, outside counsel empanelment and engagement terms, budgets with variance by phase, and counsel invoices checked by an AI audit. Matters link to the contract they arose from.

Matter Management Supported

IntelloCase manages legal matters end to end: intake, stages, tasks and outcomes per matter, hearing calendar and limitation deadlines, legal hold with acknowledgement trails, empanelled outside counsel, budgets with variance by phase, and counsel invoices with an AI audit against legal billing guidelines.

Vendor Management Supported

IntelloVendor manages suppliers from onboarding to renewal: a self-service onboarding portal with document collection, AI that reads uploaded vendor documents and pre-fills assessments, due diligence and risk tiering, and supplier contracts, performance and renewals linked to the vendor record, for Indian enterprises and regulated entities managing third-party risk.

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

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 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

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

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 Document Management Features

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

Integrations

Alt Legal Supported
Analytify AI Supported
Axis LMS Supported
Birdeye Supported
Box Supported
Dialpad Connect Supported
Docubee Supported
Falkon SMS Supported
FreshBooks Supported
GreenLine Supported
HubSpot CRM Supported
NetDocuments Supported
Nota Supported
Proof Supported
QuickBooks Online Supported
ROSS Supported
Robly Supported
Time Miner Supported
Voksha Supported
eCMS by Cerenade Supported

Integrations

Alt Legal Not Supported
Analytify AI Not Supported
Axis LMS Not Supported
Birdeye Not Supported
Box Not Supported
Dialpad Connect Not Supported
Docubee Not Supported
Falkon SMS Not Supported
FreshBooks Not Supported
GreenLine Not Supported
HubSpot CRM Not Supported
NetDocuments Not Supported
Nota Not Supported
Proof Not Supported
QuickBooks Online Not Supported
ROSS Not Supported
Robly Not Supported
Time Miner Not Supported
Voksha Not Supported
eCMS by Cerenade Not Supported
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Claim Clio and update features and information
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