Best Legal Software for Clio

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

FreshBooks makes billing and invoicing for small businesses easy. Freshbooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using Freshbooks.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

LawPay's online payment system has been trusted by law firms for more than a decade. It allows them to get paid faster, more securely, 39% faster, and more easily, than ever before. LawPay will ensure that your firm accepts payments in accordance with the ABA and IOLTA guidelines. LawPay's online payment system is easy to use and was created for lawyers. Your IOLTA is not allowed to debit any time or for any reason. LawPay is the online payment processor that has more experience in helping lawyers than any other. ClientCredit allows you to offer your clients one the most popular payment options today. They can adopt automatic payment plans and you get paid 100% upfront. Card Vault from LawPay allows you to securely store the preferred payment methods of your clients and make charges to your trust account or operating account without having to add to your PCI requirements.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Legal Case Management with Integrated Legal Formulas. Now with Invoicing, Trust Accounting, Time Tracking, and Invoicing. Prima.Law (AKA PrimaFacie), integrates with Zapier and Clio to provide a complete solution for immigration lawyers.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Memtime is a time-tracking tool for Windows, Mac OS & Linux that automatically records every minute you spend on different projects. Memtime runs in the background and tracks every computer activity to the second. It doesn't matter if you are working in different programs/files or every e-mail tab, browser tab, calendar entry, or even your browsing history. This allows you to focus on your work while the tool visualizes your entire working day as a timeline. You can see what you have done in the day and you can make time entries by clicking & dragging. Memtime cannot be used to monitor processes. All data is saved only on your device. No boss, no colleague, and not even us at Memtime, can see what you've done. Memtime integrates seamlessly with +25 project management tools. This allows you import all your projects, track time on them in Memtime, and export all your time entries in one click.

WiseTime is an enterprise-level, self-contained timekeeping solution for legal. Our mission is to free professionals from the tedious and administrative tasks of timekeeping so that they can concentrate on their clients' needs. WiseTime automatically records where your attention was throughout the day and creates a private timeline without any manual input. WiseTime, based on our strong privacy-first principles and in compliance with the GDPR requirements puts you in total control of your data. WiseTime can connect to the most popular practice management systems, so you can seamlessly send time information to billing. No more manual time entries and stop-start timers.

TrialLine is a cloud-based software that allows for trial presentation, mediation, and storytelling. It is ideal for attorneys and law firms who want to gain maximum insight into their cases. You can create customized legal timelines that clearly communicate the key details of your case. They can be easily interpreted event by event. Attach supporting documents directly to each event in the timeline. All file types are supported and easy-to-upload. TrialLine makes collaboration easy. You can easily organize and share your case events with staff, experts and juries, as well as documents, with other attorneys.

Fastcase is a legal search platform that allows lawyers to quickly find answers. The service provides a nationwide database that includes statutes, regulations, court rules, and court rules as well as legal treatises. The Docket Alarm group of the company tracks federal and state cases, allows extensive research on briefs, motions and pleadings, as well as creating powerful analytics about cases. Fastcase now includes tools for bankruptcy filing like NextChapter, legal news and AI Sandbox tools from Law Street Media. Fastcase is a comprehensive platform that provides news, analysis, and workflow for modern law practices.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

Legalbook.io, an AI-powered contract review platform, helps lawyers, law firms, and legal teams assess risks, suggest alternate clauses, and redline contracts in less than 3 minutes. Legalbook's vision is to futurize the contract process using AI, from Drafting, Review, Negotiation Support, to Execution of Contracts, along with advanced features such as Deal Room and Sensitivity Analysis.

ClockAssist tracks your working day and acts as a perfect memory aid while you are logging your time.

DivorceHelp123 provides feature-rich online solutions for your deep and complex practice-area-specific needs such as the financial statement, child support calculations/worksheets, and asset distribution reports. DivorceHelp123's client app and integration to Clio reduces errors, frustrations, wasted time and delays by reducing double and triple data input for your staff. DivorceHelp123 provides your clients with a seamless experience, allowing your firm to increase referrals and return business. 123 offers powerful decision-making tools, such as scenario comparisons reports, to help your clients understand their options and the impact of different what-if scenarios on their outcomes. DivorceHelp123 is being validated by Family Law Firms nationwide. It has been used by thousands of Family Law professionals in Colorado, and their clients.

DirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others.

#1 Legal Booking & Scheduling software for law firms

Connect key facts to the relevant documents and issues in your case. Everything remains dynamically organized, integrated. No more outdated chrons. Everybody's work is connected and accessible.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

At Case Status, we recognize that your law firm's success hinges on client satisfaction. Your clients are your most valuable asset, and the experience you provide can make a significant impact. Without effective communication, you may miss potential concerns and the risk of client turnover. That's where Case Status excels in client focus. We present a comprehensive Client Engagement Software, ensuring your clients stay informed and engaged in a manner that suits them, simplifies the life of your staff and aligns with your firm's growth needs. Our top-rated mobile app is designed for simplicity and user-friendliness. Through automation, artificial intelligence and seamless integration with your case management software, our solution optimizes communication processes, saving you time while delivering enhanced value and accessibility for your clients. With Case Status, you'll closely monitor client satisfaction and proactively foster firm growth through positive reviews and referrals. Our tailored SaaS platform addresses all your firm's client satisfaction needs, empowering you to achieve your goals and elevate your client experience to unprecedented heights.

Dealcloser transforms the workflow of corporate lawyers working on deals. We eliminate the manual labor that is so draining and time-consuming. Dealcloser allows you to work from anywhere and get it done quickly and efficiently. Never again do you need to manually create a closing list or find a signature. You should be focusing on what is most important, advocating for clients. We will handle all the difficult parts of a deal so that you can leave the office in a reasonable amount of time. We are the fastest-growing North American transaction management company. It all begins here. Instead of using a Word document, create your closing checklist in deal close. Upload documents to deal closer, and your clients will sign in real time! Deal closer makes it easy and quick to have all documents signed quickly. Dealcloser can also create signature pages for your documents!