ClioThemis Solutions
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TNET FrontOfficeHWA International
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Related Products
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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.
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About
Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
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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
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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
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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
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Audience
Trust professionals looking for an innovative CRM, workflow and compliance software
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationThemis Solutions
Founded: 2007
Canada
www.clio.com
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Company InformationHWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice
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Categories |
Categories |
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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
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Integrations
Caseflood.ai
Supported
ClockAssist
Supported
Docubee
Supported
Dropbox
Supported
ECFX Notice
Supported
ForwardAI
Supported
GoTo Connect
Supported
Hivelight
Supported
Immediation
Supported
InfoTrack
Supported
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Integrations
Caseflood.ai
Not Supported
ClockAssist
Not Supported
Docubee
Not Supported
Dropbox
Not Supported
ECFX Notice
Not Supported
ForwardAI
Not Supported
GoTo Connect
Not Supported
Hivelight
Not Supported
Immediation
Not Supported
InfoTrack
Not Supported
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