I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.

Clio Manage and Grow have been excellent additions to our practice. We especially love the integrations with other programs that we use.

Lastly, the support staff with Clio is always friendly, proactive, and responsive. If we are ever experiencing a problem with Clio, their support team helps immediately to resolve the issue.

Very good value for money and functionality is great.

Document automation is TERRIBLE and invoicing just means linking to Quickbooks.

Billing is cumbersome and inefficient, lacking in options to suspend printing for those clients who are in collections.

I have reached out to the support team many times for help to figure out how to do something, they have always been helpful and kind.

All are easy to use and save us a lot of time. The mobil app is a great supplement for someone who is in court a lot.

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.

It has very robust features and integrations. I love that the document repository is built-in and built into the price.

Thank goodness I didnt cancel my MyCAse subscription and promptly went back.

Clio support confirmed that there is no way to stop this function. The search functions are terrible.

I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.

Clio is worth every penny and like having a team of staff when I was just starting out.

I love its workflow and integrations with other platforms. The integrations are virtually seamless.

Clio takes case management to a whole new level. Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease.

There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own.

I love the ease of use and price. It's very affordable and easy to learn.

Love the ease of use, ability to share invoices with clients through email and the customer support.

Clio has been fast and efficient to use. All of our documents are uploaded with ease, and many of its features are useful.

We have been very pleased with Clio's responsiveness when we need help. They are also interested in our suggestions for changes/new options.

He dedicated the time and attention to hear our needs and we are grateful for his help.

I've had a great experience. The customer support is quick and helpful when needed.

I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system.

Clio is great software that makes entering expenses and time entries very easy. The software is intuitive and functional.

You will never be able to speak with a supervisor. I was extremely displeased with the service and tried cancelling the service a few days after, and they refused to give me a refund.

Almost everything I need to run my law firm can be done directly from Clio. It's incredibly useful and the price is surprisingly affordable.

Super super useful and absolutely necessary to my legal practice. I have two accounts, one for my solo practice and one for a firm I work with.

It is infuriating at times. I realize this sounds stupid, but over time, they add up.

I love how easy it is to correct or edit. I love love love that I can work literally from any location.

The reports are helpful, the integrations are plentiful and the customer support is amazing.

Clio is super easy to use and you can look at all your outstanding bills along with clients who have not paid those bills in one easy place.

Unfortunately a system update eliminated the email plugin and created a new and updated one, which came with flaws that have not been corrected.

It has a clean interface and good organization for cases that require heavy organization, i.e. multiple subfolders that live in the client case folder.

The program is pretty user friendly and the ability to customize it is pretty impressive.

I think it depends on the user. It was relatively affordable so good for someone who likes something that has the functions and that's relatively inexpensive.

Experience has been good especially for someone like me that is not tech savvy and not sure what is needed or even how to set up a crm.

Comprehensive tools to help me keep in touch with my client base with built in. I like the monthly newsletter and campaigns.

It does not integrate with zipforms. No closing transaction piece.

It is a good experience, the mobile app is user friendly and accessible.

Great customer service - always. The system is a great value in comparison to other CRMS.

The integrated tools are great to help keep me organized and the reminders keep me motivated and on task.

My experience has been positive. I like that they continue to come out with new products and seem to listen to their customers as to what we want and need to run our business.

I find the system is absolutely amazing for nurturing leads and staying in touch with past clients. The keep in touch coach is fantastic.

You must individually remove each month for each client - OMG. Their online tutorials are limited and feeble.

They just hear on the phone and email then flush it out. Search option on the Trash box, no.

I love that there is a website and emails that are easy to use, set up and customize for drip campaigns with endless possibilities.

This product is easy to use. The mobile option makes this great for keeping up with my tasks while on the road.

Easy to use, great integration with Zillow leads, website and multi device.

It was easy to use and a great CRM program to keep my business organized. I would have kept it but needed to save money.

Their customer service is fantastic. My overall experience has been very positive with both their team and the use of the product.

Like the feature of tracking sales and dates- follow up on active contracts- The monthy newsletter is worth the price of the product.

US Dollar

Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra. 

Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.


Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.

The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. 

The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.

The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.


LongDescription

File Management

Deadline Management

Document Templates

Case Management

Tax Management

Electronic Payments

Invoice History

Status Tracking

Billable Items Tracking

Time Tracking

Staff Calendar

Trust Accounting

Asset Accounting

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Sales Pipeline Management

Contract/License Management

Task Scheduling

SSL Security

Electronic Signature

Credit Card Processing

Invoice Management

Docket Management

Communication Management

Document Capture

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Full Text Search

Conflict Management

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

For Legal Professionals

Document Classification

Multi-Location

QuickBooks Integration

Contact Management

Audit Trail

Version Control

Project Time Tracking

Lead Management

Multi-Currency

Online Invoicing

Compliance Management

Real Time Data

Two-Factor Authentication

Client Portal

Forms Management

Workflow Management

Email Management

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Time & Expense Tracking

Customer Statements

Customizable Templates

Calendar Sync

Billing & Invoicing

Document Review

Receipt Management

Accounting Integration

Document Automation

Interaction Tracking

Expense Tracking

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Billing Rate Management

Customizable Forms

Cross Ledger Posting

Summary Reports

Check Writing

Client Management

Secure Data Storage

Task Progress Tracking

Archiving & Retention

Third-Party Integrations

Microsoft Outlook Integration

Task Management

Legal Case Management

Document Management

Court Rules-Based Scheduling

Document Generation

Search/Filter

For Family Law

Bankruptcy Case Management

Mac OS

Web browser (OS agnostic)

Windows 8

Clio pricing per user starts from:
$39/month

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Clio

In Person

Live Online

Webinars

Documentation

Videos

IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the system's two-way constant wireless sync, realtors can view current contact information, calendar appointments and tasks on the go.


IXACT Contact helps real estate agents build and maintain lasting relationships with current clients, new prospects and referrals by providing a real estate-specific contact management system that not only maintains complete profiles but also prompts users automatically to keep in touch. These reminders can prompt users towards targeted outreach, like targeted email campaigns or follow up calls.


The system is fully web-based, which is useful for realtors, who often spend a lot of time on the move and may be at different locations throughout the day. All of the data is easily accessible through a web browser or a synced smartphone. The system is also Mac OS compatible and is fully supported by Safari, so it can be used on the iPad as well.


Perfect for small real estate teams sharing client and prospect information, IXACT Contact is an easy-to-use solution that helps businesses manage leads, sales opportunities, transactions and contacts.



Property Management

Lead Capture

Data Synchronization

Referral Tracking

Listing Management

Pipeline Management

Lead Generation

Email Marketing

Mobile Access

Sales Reports

Shared Contacts

Marketing Automation

Social Media Integration

Segmentation

For Real Estate

Client/Property Matching

Lead Nurturing

Website Management

Customizable Branding

Commission Management

Goal Setting/Tracking

Lead Qualification

Appointment Management

Third Party Integrations

Appointment Scheduling

Campaign Management

$55/month, billed monthly (Lite) or $90/month, billed monthly (Platinum)

Clio vs IXACT Contact

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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