Clio Draft vs. Formstack for Salesforce

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clio Draft
Score 10.0 out of 10
N/A
Clio Draft (formerly Lawyaw) is a legal document automation solution, offering access to cloud-based fillable court forms, and the ability to turn Microsoft Word documents into fillable templates.
$70
per month per user
Formstack for Salesforce
Score 7.3 out of 10
N/A
Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.N/A
Pricing
Clio DraftFormstack for Salesforce
Editions & Modules
Cloud-Based Court Forms
$70
per month 1 seat
Intelligent Document Automation
$110
per month 1 seat
PDF Court Form & Document Automation
$150.00
per month 1 seat
No answers on this topic
Offerings
Pricing Offerings
Clio DraftFormstack for Salesforce
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details$30/mo for each additional user. Discounted annual pricing is available.
More Pricing Information
Community Pulse
Clio DraftFormstack for Salesforce
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User Ratings
Clio DraftFormstack for Salesforce
Likelihood to Recommend
10.0
(2 ratings)
8.7
(4 ratings)
User Testimonials
Clio DraftFormstack for Salesforce
Likelihood to Recommend
Clio
Well suited for any law office that uses any court forms. Also, it's great for any law office that needs signatures on any docs. The template features are excellent and a huge plus because any document can become a template in LawYaw. Probably not needed in a law office that only provides consulting or legal advice, but doesn't actually prepare any documents for clients.
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Formstack
- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
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Pros
Clio
  • Reduces scrivener's errors.
  • Saves time
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Formstack
  • Collecting customer data and keeping it clean and organized
  • I can send forms to the candidates so that they can easily review the documents
  • The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.
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Cons
Clio
  • Integrations with case management platforms, such as MyCase
  • Zapier integrations
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Formstack
  • mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
  • we need a broader range of pre-built templates within Formstack
  • Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack
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Alternatives Considered
Clio
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Formstack
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate
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Return on Investment
Clio
  • It has been a huge time saver for everyone at our firm.
  • It's so easy to use that our staff actually enjoys using it.
  • Our ROI is almost incalculable because of all the features for the price.
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Formstack
  • This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
  • By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
  • The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.
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ScreenShots

Clio Draft Screenshots

Screenshot of Document Automation | Template SetsScreenshot of Document Automation | Document ReviewScreenshot of Court Forms | PopulatedScreenshot of Court Forms | Client Info