Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
$49
per user/per month
8am™ MyCase
Score 8.2 out of 10
N/A
8am MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The product aims to help users spend less time managing their firm and more time practicing law. MyCase can be accessed from any device or computer so users can manage documents and…
$49
per month per user
Pricing
Clio
8am™ MyCase
Editions & Modules
EasyStart
$49
per user/per month
Clio Grow
$59
per user/per month
Essentials
$89
per month per user
Advanced
$129
per month per user
Complete
$159
per month per user
Basic
$49
per month per user
Pro
$99
per month per user
Advanced
$119
per month per user
Offerings
Pricing Offerings
Clio
8am™ MyCase
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.
It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.
We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks
Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.
It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support. Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?
Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.
Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even billing on the go. It’s ideal for attorneys who work remotely or travel frequently.
Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
It has improved our ability to capture billable activities.
It has increased our efficiency in regards to onboarding clients and getting retainers signed.
The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.
Organization: I know where to go for my case details
Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.
