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
PracticePanther
Score 8.0 out of 10
N/A
PracticePanther is a legal case management software for attorneys with features like customized workflows, simplified time tracking and billing, native online payment processing, and client portals designed to increase firm efficiency. The software comes with data migration at no additional cost, as well as live training and support to help firms to get up and running quickly. PracticePanther's goals are to help firms to: Save 8+ hours per week on admin…
$49
per month per user
Pricing
Clio
PracticePanther
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
Solo Plan (Billed Annually)
$49
per month per user
Solo Plan (Billed Monthly)
$59
per month per user
Essential Plan (Billed Annually)
$69
per month per user
Essential Plan (Billed Monthly)
$79
per month per user
Business Plan (Billed Annually)
$89
per month per user
Business Plan (Billed Monthly)
$99
per month per user
Offerings
Pricing Offerings
Clio
PracticePanther
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.
Data migration, live training, and support available at no additional cost.
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.
For a solo practice, this platform is great. It allows me to spend more time with my clients instead of handling administrative tasks. It is very easy to use and has low processing fees. I have used it for over a year and I am very happy with how this works for my solo practice.
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.
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?
I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.
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.
I used Clio and Clio Grow. What Practice Panther is missing is the side that Clio grows offers. A more robust way on the intake/marketing side. You can use mail chip with Practice Panther but that integration is limited. However, there is a much better software called Lawmatics that integrates directly with PracticePanther. For PracticePanther and Clio direct head to head, the workflows of task, billing and user interface have better ease of use. To do the same thing, PracticePanther requires fewer clicks to get it done. When you have to do the same tasks over and over, the less clicking the better.
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.
