Clio

Clio

Themis Solutions
TimeManager

TimeManager

Atlantic Associates
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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

The features in this time and billing software application will be able to provide your firm with a fast and efficient way to stay organized. TimeManager time billing software allows for hourly, flat fee, and percent finished billing, ensuring the most convenient way to track your time. TimeManager provides an easier way to stay informed of your firm’s performance with its reports feature. This application produces reports on individual performance, as well as on total firm billing by matter, department, workgroup, etc. It also produces aged accounts receivables, productivity reports, client history reports, time analysis reports, overhead and budget reports, and user-customizable reports. TimeManager has great security features as well. The application comes with a multi-level password protection system so that users see only what they need to see, and other features are made easy with just a click of a button.

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 Supported
Mac 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

Companies that need a time and billing solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

No information available.
Free Version Not Supported
Free Trial Not 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

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

Review this Software

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

Atlantic Associates
Founded: 1992
United States
www.atlantic-associates.com/timemanager/

Alternatives

Alternatives

Categories

Categories

Legal Billing Supported
Time and Expense 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

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 Supported
Document Management Not Supported
Expense Tracking Supported
Time Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

8am DocketWise Supported
Alert Communications Supported
Caseflood.ai Supported
ClockAssist Supported
Diligen Supported
Documati Supported
Eternal Pro Supported
Fundbox Supported
Gravity Forms Supported
InvoiceSherpa Supported
Levitate Supported
PayPal Supported
Pipedream Supported
Proof Supported
Rapid Legal Supported
Rippling Supported
ServiceNomad Supported
SignWell Supported
Wing Supported
Wufoo Supported

Integrations

8am DocketWise Not Supported
Alert Communications Not Supported
Caseflood.ai Not Supported
ClockAssist Not Supported
Diligen Not Supported
Documati Not Supported
Eternal Pro Not Supported
Fundbox Not Supported
Gravity Forms Not Supported
InvoiceSherpa Not Supported
Levitate Not Supported
PayPal Not Supported
Pipedream Not Supported
Proof Not Supported
Rapid Legal Not Supported
Rippling Not Supported
ServiceNomad Not Supported
SignWell Not Supported
Wing Not Supported
Wufoo Not Supported
Claim Clio and update features and information
Claim Clio and update features and information
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Claim TimeManager and update features and information