Clio

Clio

Themis Solutions
enVisual360

enVisual360

enSynergy Professional Services
+
+

Related Products

  • PracticePanther Law Practice Software
    615 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • Shape Software
    125 Ratings
    Visit Website
  • AccountEdge
    94 Ratings
    Visit Website
  • Complize
    1 Rating
    Visit Website
  • Pipedrive
    7,673 Ratings
    Visit Website
  •  monday sales CRM
    1,296 Ratings
    Visit Website
  • Worksection
    130 Ratings
    Visit Website
  • QuickBooks Online
    10,779 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Legal professionals and legal firms of any size or practice area

Audience

Forward thinking wealth management firms, including Family Offices, Private Banks, Trust and Corporate services firms, Accountancy and Legal firms looking to improve customer services and increase productivity.

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

£40/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
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

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

enSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual

Alternatives

PracticePanther Law Practice Software

PracticePanther Law Practice Software

PracticePanther Legal Software

Alternatives

PerfectLaw

PerfectLaw

Executive Data Systems
Assembly Neos

Assembly Neos

Assembly Software
uLawPractice

uLawPractice

Superfluid Software
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

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

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 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

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Apptoto
Artificial Intelligence Stuff
Back Office Betties
Chrometa
Cognito Forms
Docubee
Documati
Easyflow
ForwardAI
Fundbox
Gavel
Gravity Forms
LEX Reception
Launch Control
Microsoft 365
Ngage Live Chat
Prima.Law
Proof
Wufoo
firmTRAK

Integrations

Apptoto
Artificial Intelligence Stuff
Back Office Betties
Chrometa
Cognito Forms
Docubee
Documati
Easyflow
ForwardAI
Fundbox
Gavel
Gravity Forms
LEX Reception
Launch Control
Microsoft 365
Ngage Live Chat
Prima.Law
Proof
Wufoo
firmTRAK
Claim Clio and update features and information
Claim Clio and update features and information
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information