Best Legal Software for Clio

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Xero is an award-winning accounting and online bookkeeping platform for small businesses. Beautifully simple, Xero covers a wide range of features that helps businesses manage their numbers effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers free online support 24/7 for users.

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, Freshbooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. Freshbooks also lets users work from anywhere with the Freshworks mobile app.

Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.

For more than a decade, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.

Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.

Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.

Memtime is a fully automatic time tracking tool for Windows , Mac OS & Linux, which captures every minute you spend working on different projects. While running in the background, Memtime tracks every computer activity down to the second - no matter if it's your work in different programs/files, every e-mail, browser tab, or calendar entry. That means, you can focus on your work, while the tool visualizes your working day as a timeline. At the end of the day, you know immediately what you've worked on - and make your time entries right next to it via click & drag. Memtime cannot be used for monitoring processes. All data is stored exclusively on your device. No boss, no colleague, not even us a Memtime can see what you've worked on. Next to fully automatic tracking, Memtime offers seamless integration to +25 project management tools. This allows you to import all your projects - track time on projects in Memtime - and export all your time entries with just one click.

WiseTime is the first enterprise-level, autonomous timekeeping solution for legal. Our mission is to relieve professionals from the monotony and administration of timekeeping, so they can focus on the needs of their clients instead. WiseTime collates where your attention has been throughout the day into a private timeline, without needing any manual input. Led by our strong *privacy-first* principles, and in accord with the GDPR requirements, WiseTime puts you in complete control of your data. WiseTime connects to most leading practice management systems so that you can seamlessly send your time information to billing. No more manual time entries or start-stop timers.

TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.

Fastcase is a legal research platform that empowers lawyers to find answers fast. The service includes a nationwide database of cases, statutes, regulations, and court rules, as well as legal treatises. The company's Docket Alarm group tracks state and federal cases, allows extensive research of briefs, pleadings, and motions, and creates powerful analytics about cases. Fastcase now includes bankruptcy filing tools like NextChapter, legal news from Law Street Media, artificial intelligence tools in AI Sandbox, and a print publishing division, Full Court Press. Fastcase is a comprehensive research, analytics, news, and workflow platform for the modern law practice.

Legalbook.io is an AI powered contract review platform that assists lawyers, law firms and & legal teams to assess risks, alternate suggestion on clauses and auto-redlines contract in under 3 minutes. The vision of Legalbook is to futurize and transform contract process with AI from Drafting, Review, Negotiation support to execution of contracts along with advanced features of Deal room and sensibility analysis.  

DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.

#1 Legal Booking & Scheduling Software for Law Firms.

Connect key facts to the source documents and issues in your case. Everything stays dynamically organized and integrated. No more outdated chrons. Everyone's work is connected, accessible and organized.

Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.

Combine multilingual questionnaires, robust case management and the first-ever CRM designed specifically for immigration lawyers. Docketwise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".

We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

You put in hard work to make your business successful. So do we. Our professional team of live virtual receptionists are eager to answer your calls and schedule your appointments, so you can focus on other important aspects of your business. Have us step in as much or as little as you like, we’re always waiting on the sidelines, at the ready 24/7/365. There when you need us, on call when you don’t. The Posh app puts you in total control of when your virtual receptionist steps in. So if you can’t answer? Posh can! And if you’ve got it, Posh is just a tap away. Every great partnership starts with an intro. Tell us about your business and how you would like your calls handled. We’ll transfer callers, schedule appointments, and take messages based on your preferences. Impress every caller and land more clients all while staying focused on what is most important to you. Use the Posh app or portal to set your status with ease. Are you accepting transfers? If not, we've got it.

Since 1990, we’ve been helping businesses with one of their most important assets, their phone calls. Let us show you how we can help your business deliver an engaging, helpful experience on every call you receive. PATLive virtual receptionists work just like a front-office receptionist, providing friendly service that will help your business make a great impression on every call. Customize how your calls are answered, you have complete control from “hello” to “goodbye”. Enjoy fast answer times, our average speed of answer is just 8 seconds. Deliver a great experience, we can help callers with many of the same things an in-office employee would. PATLive receptionists are trained and equipped to serve as a seamless extension of your business, delivering all the benefits of an in-office team, virtually. With our powerful apps, you’ll be amazed how similar your answering service experience is to the one you’d have with an in-office receptionist.

Impress callers, save time, and grow your business with a dedicated receptionist team. Prioritizing customer experience is proven to increase retention, satisfaction and revenue. Focus on what you do best and let us handle the busy work. Don’t let your clients hang up and call your competitors. Impress callers on their first interaction. Grow your business with your own professional, reliable, and personable receptionist team. Your assigned receptionist team truly becomes an extension of your business. From standard business hours to 24/7/365, we are here when you need us. We gather what you need to qualify, prioritize & assist your callers. We can book appointments using a tool that integrates with Outlook & Google. We deliver exceptional customer experiences for your Spanish-speaking callers. Don’t take a call you didn’t want, we’ll screen and announce all your calls. Better client experiences are a click away. Do customer care better while saving time.

Let our 24/7 virtual receptionists handle your calls, texts, chats, emails, sales and scheduling. Our answering service is always open for your customers. We do more than just answer phone calls. Our bilingual and highly trained virtual receptionists help grow revenue and deliver a premium customer experience for businesses of all sizes. Whether you’re an SMB looking to punch above your weight class or a large enterprise seeking scalability and staffing, Nexa's virtual receptionists have you covered, in both English and Spanish. Anytime one of our expert virtual receptionists picks up the phone, your customers will think they’re speaking directly to someone in your office. Nexa receptionists are trained in your industry and make it possible to handle more calls quickly and with greater accuracy. Our experts qualify incoming leads, reach out proactively to prospects and answer every incoming call with total professionalism.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Enjoy a hands-off experience with a service operations manager who will keep track of all attempts made, solve any issues, and keep you updated every step of the way. Experience faster serve management, reliable servers, and a transparent, trackable process. We know how tedious and time-sensitive process serving can be. Proof opens you up to a national network of vetted servers and tracks everything online to make your life easier. With Proof, the heavy lifting is all automated—you give us the information you have, and we fill in the rest. Gather data on your serves in easy-to-read formats ready to be filed, exported, and shared on the go.

You will with Alt Legal. We provide powerful automation within an intuitive platform to help thousands of professionals manage global trademark portfolios. One-click reporting, client collaboration tools, personalized reminders and §2(d) trademark watch extend Alt Legal’s value beyond the docket. Create, manage, and analyze global trademark and other IP filings with software specifically designed to make trademark professionals’ lives easier. Alt Legal takes a different approach to automation, and that difference drives automation beyond simply populating and refreshing records. Our software automatically identifies, dockets, and updates USPTO trademark filings and deadlines. Beyond our direct USPTO and CIPO connections, we integrate with CompuMark to provide data and calculate renewal and use deadlines for 180+ additional jurisdictions. Alt Legal’s calendar integrations and daily, personalized email alerts with upcoming deadlines and recent changes to your filings.

Despite all the technology and software out there, time tracking for attorneys is often done with a timer or by hand. Here’s a typical scenario. An attorney schedules an hour every morning to make phone calls for her cases. She opens a timer in software like QuickBooks or Clio. Our automatic time trackers for Mac and PC watch your mouse, your keyboard, and the apps you use as you work. Chrometa records how long you're spending on each document, email, website, and more. No timers or stopwatches are required. Chrometa automatically allocates time to your projects and clients using keywords, email addresses and/or phone numbers. At the end of the day, an automatically generated timesheet is ready for your review. Create performance metrics to better track budget and time billing goals for your clients and practice. Be notified before your projects go over budget or over time. Receive alerts when you risk underbilling.

Make today the last day you dread legal research. ROSS is a legal research platform that makes your research fast and easy using artificial intelligence. Sign up for as low as $69 per month, no hidden fees. Be confident that your research is complete using artificial intelligence. ROSS is the fastest way to find the most relevant cases. ROSS is far easier to use than Westlaw and LexisNexis. You can focus your research by emphasizing the unique facts of your case. ROSS tags and highlights matching text. Get to your strongest arguments more quickly by identifying cases with the same procedural posture presented by your case. When multiple algorithms report a high degree of confidence that a case is relevant, ROSS identifies the case as a Deep Match. Searches that took hours take minutes with ROSS. ROSS offers complete collections of United States federal and state cases, federal statutes and regulations, selected state statutes and regulations, and more.

We believe in the work you do and we're here to make that work a whole lot easier. FastVisa is the best all-in-one workflow automation and case management software, specifically designed for immigration law firms. Provide flexibility in adjustments and customizations of forms and tools to accomodate various needs. Ensure you are paid on time with a detailed ledger billing system for online and offline payments. Increase clients efficiency through a customized intake system. Stay on top of all of your cases with automated email reminders for due dates and USCIS Form Inputs. Increase your productivity and save more time by scheduling all future client payments in advance! Create one Questionnaire to fill all required forms to enhance and speed up your processing times!