Access Legal vs. Clio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Access Legal
Score 6.6 out of 10
N/A
DPS Software was acquired by the Access Group in June, 2020, and is the technology basis for Access Legal. Access Legal is a suite of software solutions that enable users to take control of time to deliver better client outcomes through an unrivalled suite of legal software solutions – from cloud-based case and practice management, finance and accounting, compliance and learning through to HR and CRM.N/A
Clio
Score 6.9 out of 10
N/A
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
Pricing
Access LegalClio
Editions & Modules
No answers on this topic
Starter
$49
per user/per month
Clio Grow
$59
per user/per month
Boutique
$69
per user/per month
Elite
$109
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
Access LegalClio
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsAll pricing tiers have a 7-day free trial.
More Pricing Information
Community Pulse
Access LegalClio
Considered Both Products
Access Legal
Clio

No answer on this topic

Top Pros
Top Cons
User Ratings
Access LegalClio
Likelihood to Recommend
9.0
(2 ratings)
1.2
(24 ratings)
Usability
-
(0 ratings)
2.0
(2 ratings)
Support Rating
3.0
(1 ratings)
5.7
(4 ratings)
User Testimonials
Access LegalClio
Likelihood to Recommend
The Access Group
When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.
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Clio
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.
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Pros
The Access Group
  • Having everything centrally located is very convenient.
  • I really like how I can deal with accounting and billing within the program.
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Clio
  • Provides an interface with NextChapter Bankruptcy.
  • Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
  • Its billing, invoicing and payment integration makes the billing cycle for clients easier.
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Cons
The Access Group
  • Notifications when you receive an email on filtered folders.
  • Give extra time when you want to cancel an email recently sent.
  • Improve calendar to be more intuitive.
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Clio
  • Document management. It's still far easier for me to create Word templates and just use Word.
  • Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox.
  • Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
  • Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
  • Case notes. This feature may be useful for high-volume practices, but I never use it.
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Usability
The Access Group
No answers on this topic
Clio
You really have to get creative to make Clio work well. Support suggested tonight that I use other products instead since Clio can't even do simple things it promises like notify clients of their court dates. Insane.
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Support Rating
The Access Group
No answers on this topic
Clio
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?
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Alternatives Considered
The Access Group
Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.
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Clio
CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically include them in the intake pipeline. As mentioned previously it integrates with HelloSign for no additional costs. CLIO Grow also offers API integrations with Mailchimp to add prospects to email drip campaigns in addition to built-in automated email campaigns within its own software. These features make it far more user friendly, automated, and robust compared with MyCase's CRM feature, and Pipedrive (a non-legal specific CRM).
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Return on Investment
The Access Group
  • Communication with coworkers.
  • Communication with other departments.
  • Communication with clients.
  • Filters a lot of spam.
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Clio
  • Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw)
  • More accessible from more places. I was able to continue working during a two week trip to the beach.
  • The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem.
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ScreenShots