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

Thread Legal is designed for forward-thinking lawyers and business professionals. It helps lawyers leverage the latest technological developments in order to become more efficient, collaborative and ultimately profitable. Thread Legal is built within Office 365, with the programmes you use every day such as Word, Excel and Outlook natively linked within the system. It also leverages the capabilities of SharePoint, Planner, Power BI and more. Our fully customizable dashboard allows you to quickly see new developments, phone messages, scanned documents, time spent within files and more. Track clients across multiple files and ensure that they are receiving high levels of service. Include all relevant information in your file - Word, Excel, Outlook, scanned PDF and more. Create documents from the Thread Legal system and automatically track time. Determine which employees can see file information on a category and an individual file level.

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

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

Lawyers and companies requiring solution to improve all their legal operations

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

Screenshots and Videos

Pricing

$39.00/month/user
Free Version
Free Trial

Pricing

$39.00/month/user
Free Version
Free Trial

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

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Themis Solutions
Founded: 2007
Canada
www.clio.com

Company Information

eXpd8
Founded: 1986
Ireland
www.expd8.com/cloud-software/

Alternatives

Alternatives

Osprey Approach

Osprey Approach

Pracctice

Categories

Categories

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

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

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

Integrations

Microsoft 365
QuickBooks Online
Xero
8am DocketWise
Case Status
Cyfe
Dialpad Support
Epona365
Falkon SMS
Hona
LeadMaster
LegalConnect
Legalbook.io
Pipedream
Posh
Refocusly
Samey
SimplyConvert
Time Tracker by eBillity
Uptime Legal

Integrations

Microsoft 365
QuickBooks Online
Xero
8am DocketWise
Case Status
Cyfe
Dialpad Support
Epona365
Falkon SMS
Hona
LeadMaster
LegalConnect
Legalbook.io
Pipedream
Posh
Refocusly
Samey
SimplyConvert
Time Tracker by eBillity
Uptime Legal
Claim Clio and update features and information
Claim Clio and update features and information
Claim Thread Legal and update features and information
Claim Thread Legal and update features and information