Average Ratings 59 Ratings

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Average Ratings 0 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

ProVantage Software empowers law firms to enhance efficiency and reduce direct operational expenses by utilizing a scalable cloud infrastructure that effectively manages and safeguards data, enabling staff to work remotely from any location. The time and billing software serves as a vital component of any legal practice, making it essential for firms to maximize their investment in this area. If your firm is not fully benefitting from its time and billing solutions, consider exploring the capabilities of the ProVantage® Suite. One of its standout features is the ProVantage Entity database, which efficiently stores detailed information about individual and corporate clients, ongoing matters, employees, vendors, and their interconnections. This advanced system allows users to conduct intricate queries and analyses that traditional relational information systems cannot accommodate, ultimately facilitating a comprehensive assessment of the overall influence—both direct and indirect—of specific clients on the firm's revenue and profitability. By leveraging these insights, firms can make more informed strategic decisions to drive growth and success in a competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AccessOwl
Apptoto
Birdeye
Campaign Monitor
Demand Funnel AI
Falkon SMS
Immediation
InfoTrack
Insightly
Kixie PowerCall & SMS
Microsoft 365
NetDocuments
One Legal
PayPal
Qlik Application Automation
ROSS
Samey
Secured Signing
Soluno
Time Miner

Integrations

AccessOwl
Apptoto
Birdeye
Campaign Monitor
Demand Funnel AI
Falkon SMS
Immediation
InfoTrack
Insightly
Kixie PowerCall & SMS
Microsoft 365
NetDocuments
One Legal
PayPal
Qlik Application Automation
ROSS
Samey
Secured Signing
Soluno
Time Miner

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

ProVantage Software

Country

United States

Website

provantagesoftware.com/provantage-suite/

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

Alternatives

Alternatives

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Clio

Themis Solutions
PerfectLaw Reviews

PerfectLaw

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