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 really enjoy working with CoCounselor very easy to use and very detail.

Easy to use, easy to train a new person to use, easy to customize,  can build reports,  great customer service.

The customer service is incredible. The ability customize the fields is very helpful.

It is very easy to use and can build very helpful reports.

I have used several different programs and each one was a hassle to learn with numerous tabs and useless features.

CoCounselor has made my daily navigation through work amazing. It is easy to use and the support staff is quick to respond whenever needed.

Great for cases and the staff are wonderful if you need help with anything.

Thus far, I have no negative comments to make regarding CoCounselor.

I don't like that you cannot store all of your documents on it.

I like it better than most other case management systems that I have used in the past.

The only complaint I have is that the members of my firm that practice criminal defense have a hard time using.

I like the ease of use of the program and  that it can interface with messenger features.

The features are very helpful, IT help always available, and the layout is easy on the eyes. Very customizable to our needs.

It is very straight forward and easy to use. I love that we have the option to tag attorneys, case managers, paralegals, etc.

I like how easy it is to use, it is very helpful and helps me keep track of all my cases.

The ease of setting up and getting up and running quickly and smoothly. It looks like a red rope full of client folders once set up, which makes it easier for basic users to learn.

Integration with other platforms, such as Zipwhip , has been wonderful. The software is very user friendly.

Very useful and helpful for organizing and managing a significant amount of cases.

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

CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their firm at a glance so they can redirect resources and make changes as necessary.


CoCounselor’s tools include a tasks management feature designed to help firms delegate tasks linked to both the client and the case to anyone in the organization, round off with tags and pop-up reminders. The calendar module helps build custom workflows and can be shared with employees in the firm. The CoCounselor mobile app allows users to access their schedule and contacts for each case from anywhere.


Additionally, CoCounselor ensures firms are aware of how many cases they signed up in the past year, month, or week, provides automatic document creation and enables mass marketing emails to help grow client lists.



Email Tracking

Configurable Workflow

Standard: $95/user/month

Premium: $120/user/ month

Clio vs CoCounselor

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