Clio Reviews

Clio

4.9 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 59 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Description

AdvManager serves as a cloud-based platform designed for the legal management needs of Brazilian attorneys and law firms. It consolidates various elements such as clients, cases, deadlines, hearings, notices from official gazettes, documents, and the financial aspects of the firm into a single workspace. The platform also tracks bar-association identifiers in official publications and utilizes AI capabilities to distill notices and propose relevant tasks and deadlines for users to review. Additionally, users can seamlessly attach notices and case updates to their matters, coordinate tasks and hearings through Google Calendar integration, and create drafts for contracts, powers of attorney, and other legal documents using data from clients and cases. Furthermore, its financial management tools enable the tracking of receivables, payables, case-related expenses, and client reimbursements independently of the firm's overall revenue. Subscription options differ in terms of user count, the number of monitored identifiers, storage capacities, and monthly query allowances, with the features for publication monitoring and finance management varying according to the chosen plan. Ultimately, AdvManager aims to streamline the legal workflow and enhance productivity for legal professionals.

Description

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Campaign Monitor No 
Clio Draft No 
FastVisa No 
Fundbox No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
InvoiceSherpa No 
Launch Control No 
Law Ruler No 
LeadMaster No 
Neutrinet No 
Ngage Live Chat No 
Prolegis | Convey No 
Proof No 
Rapid Legal No 
ScoreDetect No 
ServiceNomad No 
Timeline Matters No 
Wishpond No 
eLaw No 

Integrations

Campaign Monitor Yes 
Clio Draft Yes 
FastVisa Yes 
Fundbox Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
InvoiceSherpa Yes 
Launch Control Yes 
Law Ruler Yes 
LeadMaster Yes 
Neutrinet Yes 
Ngage Live Chat Yes 
Prolegis | Convey Yes 
Proof Yes 
Rapid Legal Yes 
ScoreDetect Yes 
ServiceNomad Yes 
Timeline Matters Yes 
Wishpond Yes 
eLaw Yes 

Pricing Details

R$29,90/month
Plans start at R$29,90/month for one user. The Escritório plan is R$49,90/month for up to 3 users, and Escritório+ is R$99,90/month for up to 10 users. A 14-day free trial is offered; cancel anytime.
Free Trial Yes 
Free Version No 

Pricing Details

$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 Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ALMEN Tech

Founded

2026

Country

Brazil

Website

advmanager.com.br

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Product Features

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Conflict Checking

Case Management No 
Client Database No 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

Court Management

Administrative Hearings No 
Appeal Boards No 
Calendar Management No 
Case History No 
Collections Management No 
Court Cost Records No 
Defendant Records No 
Docket Management No 
Document Imaging No 
Fines Management No 
Jury Management No 
Subpoena Tracking No 
Warrant Tracking No 

Docketing

Billing & Invoicing Yes 
Calendar Management Yes 
Calendar/Reminder system Yes 
Case Management Yes 
Court Records Search Yes 
Document Management Yes 
Patent / Trademark Management No 
Portfolio Management No 
Task Management Yes 
Time & Expense Tracking Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management No 
Legal Automation No 
Legal Spend Management No 
Legal e-Billing No 
Matter Management No 
Reporting / Analytics No 
eDiscovery No 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling No 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging No 
Full Text Search Yes 
Version Control Yes 

Legal Research

AI / Machine Learning No 
Annotations No 
Brief Analytics No 
Case Alerts No 
Case Law Research No 
Change Tracking No 
Data Visualization No 
Filtering No 
Query Suggestions No 
Search History No 
Self-Service Search No 
Statutes Research No 
Tax Law Research No 
Third-Party Analysis Integration No 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing Yes 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting No 
Receipt Management Yes 
Tax Management Yes 

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No Alternatives

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