Clio vs. TrustBooks Comparison


Clio Themis Solutions	TrustBooks	+	+
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		Related Products 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. 1,242 Ratings Visit Website Filevine Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes. 590 Ratings Visit Website Lawmatics Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. 300 Ratings Visit Website Digital WarRoom DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month. 55 Ratings Visit Website Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 6,132 Ratings Visit Website Canopy Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. 1,172 Ratings Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 Ratings Visit Website Docmosis Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. 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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 Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.
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 that need a legal accounting and trust accounting solution
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or 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 $49 per month Tier One: $49 per month Tier Two: $69 per month Tier Three: $199 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 Read all reviews	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 Supported Live Online Supported In Person Supported
Company Information Themis Solutions Founded: 2007 Canada www.clio.com	Company Information TrustBooks Founded: 2014 United States trustbooks.com
Alternatives 8am	Alternatives Clio Themis Solutions
Filevine	Nota
Lawmatics	LeanLaw
8am MyCase 8am	SaleLedger Profitpin LLC
Smokeball View All	ESILAW 360 ESI Software View All
Categories AI Legal Supported Conflict Checking Supported Court Management Supported Docketing Supported Enterprise Legal Management (ELM) Supported Family Law Supported Law Firm Accounting Supported Law Practice Management Supported Legal Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal CRM Supported Legal Document Drafting Supported Legal Document Management Supported Legal Research Supported Legal Time Tracking Supported Litigation Management Supported Personal Injury Law Supported Trust Accounting Supported Visa Management Supported	Categories Law Firm Accounting 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 Show More Features 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 Not Supported Activity Tracking Not Supported Asset Gain & Loss Reporting Not Supported Check Writing Supported Compliance Management Supported Cross Ledger Posting Not Supported Customer Statements Supported Fee Calculation & Posting Not Supported Receipt Management Not Supported Tax Management Not Supported
Integrations AnswerForce Supported Box Supported Bundledocs Supported Clerx Supported ClientRock Supported Cognito Forms Supported DSS Supported Dealcloser Supported Egnyte Supported Epona365 Supported Formstack Documents Supported Gmail Supported Liveforce Supported Neutrinet Supported Nota Supported ServiceNomad Supported SimplyConvert Supported Smith.ai Supported VXT Supported Zapier Supported Show More Integrations View All 167 Integrations	Integrations AnswerForce Not Supported Box Not Supported Bundledocs Not Supported Clerx Not Supported ClientRock Not Supported Cognito Forms Not Supported DSS Not Supported Dealcloser Not Supported Egnyte Not Supported Epona365 Not Supported Formstack Documents Not Supported Gmail Not Supported Liveforce Not Supported Neutrinet Not Supported Nota Not Supported ServiceNomad Not Supported SimplyConvert Not Supported Smith.ai Not Supported VXT Not Supported Zapier Not Supported Show More Integrations
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