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

StrongSuit Legal AI is an advanced legal-technology platform designed to streamline both transactional and litigation workflows for legal professionals. It offers modules for legal research & drafting, where users input fact patterns or queries and receive well-cited legal memos and case summaries in minutes; AI contract drafting, which generates custom contracts, from simple MSAs to lengthy APAs, in Microsoft Word or via web interface using your prior deal or template; AI contract comparison, enabling upload of counterparty and internal documents, clause-level semantic matching, risk tagging, deviation dashboards and rapid redlining; AI discovery, which automates review of large document sets for litigation tasks such as fact-pattern extraction, timeline generation, and identification of key issues; and a legal AI assistant/chatbot that supports questions, proof-reads uploads (e.g., PDFs or Word files) and handles multiple lenses of review.

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

Law firms and in-house legal teams searching for a tool to accelerate legal research, document drafting, contract review and discovery across litigation and transactional matter

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

$149 per month
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 2.3 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.3 / 5
support 2.7 / 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

  • There is nothing that I loke about Strongsuit after I tried it for the first time. Foolish me, I should have asked for a free trial.
  • It can seemingly draft a summary disposition motion, ...although the law it picks might not actually be applicable.
  • StrongSuit does a great job assisting with pleadings, particularly with regard to Complaints. It helped eliminate non viable claims before filing, and substantiate solid claims. The AI driven "Assistant" module did a great job generating a usable Complaint, requiring only final proofing and minor tweaks. Granted, this was a rather straight forward case.

Cons

  • While taking Strongsuit for an analytical test drive with one of the staff members I also ran parallel analyses using Westlaw Co-Counsel. On both tasks Co-Counsel provided results much quicker than Strongsuit. Co-Counsel also uploaded pdf documents significantly quicker than Strongsuit. Additionally, Strongsuit produced results that were inconsistent with the results I had previously obtained by a Co-Counsel analysis and manually verified. I wanted Strongsuit for its analytical ability to help me analyze financial records for matrimonial actions. It did not deliver this. I immediately requested a refund and was stonewalled for a month and then told that I was stuck in a one-year contract.
  • Extraordinarily frustrating and confusing interface. Difficult to search for actual cases/law, so do not attempt to use this as a replacement for legal research. Extremely high priced for what it offers. Poor training videos. Lack of adequate onboarding. Crappy refund policy.
  • User interface is a little awkward to navigate initially. For example, the Matter creation section includes a Complaint drafting module referred to as "beta". It did draft a Complaint, but one that was not well crafted. However, switching over to the AI Assistant, that tool did a great job generating a usable Complaint. There seems to be some overlap in utilities and modules that produce substantially different results. There is also a fair amount of reiterative processing that can create seemingly conflicting output. Once you become aware of the cycling it is easily overcome.

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

StrongSuit
Founded: 2023
United States
strongsuit.com

Alternatives

Alternatives

Gavel

Gavel

Gavel.io
Inhouse

Inhouse

Inhouse.ai

Categories

Categories

AI Legal Supported
Legal Research 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

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

Integrations

Alert Communications Supported
Back Office Betties Supported
ClockAssist Supported
Confido Legal Supported
DivorceHelp123 Supported
Formstack Documents Supported
Heymarket Supported
Immediation Supported
LeadMaster Supported
Lexidesk Supported
Memtime Supported
Microsoft Word Not Supported
NetDocuments Supported
Odella Supported
Posh Supported
Quickwork Supported
Quillmatic Supported
Shift Supported
Tempello Supported
Xero Supported

Integrations

Alert Communications Not Supported
Back Office Betties Not Supported
ClockAssist Not Supported
Confido Legal Not Supported
DivorceHelp123 Not Supported
Formstack Documents Not Supported
Heymarket Not Supported
Immediation Not Supported
LeadMaster Not Supported
Lexidesk Not Supported
Memtime Not Supported
Microsoft Word Supported
NetDocuments Not Supported
Odella Not Supported
Posh Not Supported
Quickwork Not Supported
Quillmatic Not Supported
Shift Not Supported
Tempello Not Supported
Xero Not Supported
Claim Clio and update features and information
Claim Clio and update features and information
Claim StrongSuit and update features and information
Claim StrongSuit and update features and information