Average Ratings 59 Ratings

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Average Ratings 0 Ratings

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Description

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Description

Evaluating your income and expenses is essential for maintaining your law firm's profitability. By integrating a user-friendly, comprehensive, and precise financial reporting system along with dependable law firm accounting software, you can minimize the risk of human error. This integration not only helps you identify the most successful sectors of your practice but also those that may require enhancements. Set, oversee, and achieve your financial objectives by monitoring the profitability of your firm, individual timekeepers, specific practice areas, and client matters. Enhance time capture and improve accuracy through effective strategies that mitigate revenue loss while addressing the evolving needs of your clients. Achieve your financial targets by streamlining accounts payable processes, decreasing the likelihood of user mistakes, and highlighting lucrative practice areas. By refining your workflows, you can allocate less time to administrative duties and focus more on the actual practice of law, thus fostering growth and efficiency within your firm. Continuous evaluation and adaptation are key to sustaining long-term success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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Box
Caseflood.ai
Chat Agents
ClientRock
Constant Contact
HubSpot Customer Platform
HubSpot Marketing Hub
LawTap Legal Booking & Scheduling
Microsoft 365
Nexa
One Legal
PwC Bookkeeping Connect
Quilia
Redactable
Refocusly
Retently
Timeline Matters
Wishpond
Xero

Integrations

Axis LMS
Box
Caseflood.ai
Chat Agents
ClientRock
Constant Contact
HubSpot Customer Platform
HubSpot Marketing Hub
LawTap Legal Booking & Scheduling
Microsoft 365
Nexa
One Legal
PwC Bookkeeping Connect
Quilia
Redactable
Refocusly
Retently
Timeline Matters
Wishpond
Xero

Pricing Details

$39.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Vendor Details

Company Name

Coyote Analytics

Founded

2010

Country

United States

Website

www.coyoteanalytics.com

Product Features

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Court Management

Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

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

Legal Billing

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

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

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

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Product Features

Law Practice Management

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

Legal Billing

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

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

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