Average Ratings 59 Ratings

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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.

Description

ProTempus is a cloudless and secure law office practice management solution that's designed for small and solo law firms. ProTempus is equipped with powerful technology that keeps data local and not on the cloud. This allows authorized staff to access important data through a shared database. This world-class, fully comprehensive system features quick time capture, enhanced contact and party management as well as precise billing and document management. It also includes AR, AP and GL accounting. It syncs with Outlook calendars and emails. You can enter billable time while you're away from the office using the Calendar sync. ProTempus offers a free 30 day trial and data imports from your existing software. This will ensure that ProTempus is a good fit in your office before you pay anything. There is no long-term contract. ProTempus can be stopped if your needs change or ProTempus is unable to meet them. This notice can be given within 30 days.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alt Legal Yes 
DirectLaw Yes 
ECFX Notice Yes 
Epona365 Yes 
Falkon SMS Yes 
Formstack Yes 
Formstack Documents Yes 
GoTo Connect Yes 
Gravity Forms Yes 
Hona Yes 
HubSpot CRM Yes 
Mailchimp Yes 
Microsoft 365 Yes 
PayPal Yes 
Retently Yes 
ServiceNomad Yes 
SignWell Yes 
Tempello Yes 
Time Miner Yes 
Timeline Matters Yes 

Integrations

Alt Legal No 
DirectLaw No 
ECFX Notice No 
Epona365 No 
Falkon SMS No 
Formstack No 
Formstack Documents No 
GoTo Connect No 
Gravity Forms No 
Hona No 
HubSpot CRM No 
Mailchimp No 
Microsoft 365 No 
PayPal No 
Retently No 
ServiceNomad No 
SignWell No 
Tempello No 
Time Miner No 
Timeline Matters 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 

Pricing Details

$100.00/month
Monthly Service Fee (Due at the end of the 1st 30 days).
$100 / month - first attorney/time keeper
$40 / month - each additional attorneys/time-keeper
$20 / month - each additional paralegal/time-keeper
For more details, visit http://www.protempus.org/pricing.html
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Vendor Details

Company Name

ProTempus

Founded

1992

Country

United States

Website

www.protempus.com

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 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management No 
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 Case Management

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

Alternatives

Alternatives

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