Clio
4.9 out of 5 starsAverage Ratings 59 Ratings
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
Prolegis is a Canadian legal technology platform that helps law firms streamline real estate conveyancing, estate administration, and other document-intensive legal processes. Its browser-based applications allow legal professionals to organize matters, manage transaction details, and complete administrative activities from different devices. The Convey product provides comprehensive functionality for residential property purchases, sales, and refinancing transactions, including document preparation, task tracking, and communication management. For estate planning practices, the Estate Plan solution automates document drafting and supports the creation of wills, powers of attorney, and other estate-related documents. Prolegis also offers Settlement, a centralized collaboration environment for managing private mortgage due diligence, documentation, and communications between transaction participants. Its TitleProtect service monitors Alberta land titles for potentially fraudulent activity and adverse claims affecting property ownership. Additional capabilities include customizable workflows, automated checklists, matter dashboards, document templates, and tools for managing requisitions and undertakings. The platform supports integrations with title insurance providers, identity verification services, legal practice management applications, and other systems used by Canadian legal professionals. With Canadian-hosted data infrastructure, workflow automation, and dedicated customer support, Prolegis enables law firms to reduce manual work and manage legal matters more effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Prolegis Estate Plan
Yes
Prolegis | Convey
Yes
8am DocketWise
Yes
AgileLaw
Yes
ArkLegal AI
Yes
Campaign Monitor
Yes
Constant Contact
Yes
Formstack Documents
Yes
ForwardAI
Yes
Hona
Yes
Integrations
Prolegis Estate Plan
Yes
Prolegis | Convey
Yes
8am DocketWise
No
AgileLaw
No
ArkLegal AI
No
Campaign Monitor
No
Constant Contact
No
Formstack Documents
No
ForwardAI
No
Hona
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
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
No price information available.
Free Trial
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
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
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca
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
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
Alternatives
Alternatives
No Alternatives
