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 month
LEAP Legal Software
Score7 out of 10
N/A
LEAP is a legal practice management software designed to combine time tracking, document and email management, automated legal forms, accounting, billing, and customer relationship management into one single software solution.
N/A
Nintex
Score7.9 out of 10
N/A
Nintex offers a platform that helps companies discover, automate, and optimize business processes.
$480
Minimum 1,000 users per user
Pricing
Clio
LEAP Legal Software
Nintex
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
No answers on this topic
Enterprise - Process Platform
$480
Minimum 1,000 users per user
Offerings
Pricing Offerings
Clio
LEAP Legal Software
Nintex
Free Trial
Yes
No
Yes
Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
No
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Optional
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
Request a demonstration on LEAP’s website to get a pricing quote, as they do not publicly share pricing information.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
LEAP is a really good option for small to medium sized firms. Most products on the market are expensive document management systems designed for large law firms. The other are case management software that are great for billing, contacts and calendaring. LEAP seems to combine both of the options in an easy to use system. It is customizable but is fully functional as an "off the shelf" product unlike IManage or similar products.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use Nintex to automate fundraising outreach at scale. It helps us send personalized emails to a large contact list, and we’d also like to automate follow-ups when there’s no reply. If you need highly customized solutions or clean, fully controllable code, I wouldn’t recommend Nintex. It has many features, but it’s not the same as building your own system from scratch. That said, it can save a lot of time for standard automation workflows.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Integrations with other services using various secure authentication methods, along with the seamless integration with SharePoint, are the icing on the cake. This makes it superior to other BPM tools available in the market.
Flexibility in application development - The diverse configurable properties offer multiple ways to utilise the controls and events, affording the flexibility to expand your scope and enabling the creation and use of processes in a myriad of ways.
The streamlined and efficient deployment process significantly accelerates release management, allowing for faster and smoother implementation of updates and new features.
The user interface of the pages offers a more refined and appealing look and feel compared to most other BPM tools.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If you are creating a process with parallel subprocesses, there's no way to see, in a single view in Nintex, all the steps for the subprocesses. You have to view each sub-process in its own view, so it's hard to see what's going on at a high level.
There isn't an easy way to filter the processes by another user (not yourself) in Nintex. There is a report that shows processes and objects by user, but that's not as convenient. This is something that I've seen in other tools (OpenPages by IBM) so I am surprised that it is missing.
Nintex doesn't really have a way to capture iterative processes (which we have a lot of). It's designed for linear processes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.
The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
1.Start with Simple Workflows: Begin with basic workflows to gain user confidence before tackling complex processes. 2.Involve Stakeholders Early: Engage business users and IT early to align workflows with real business needs. 3.Comprehensive Training: Invest in user training to ensure smooth adoption and reduce resistance. 4.Leverage Prebuilt Templates: Use Nintex’s templates to speed up implementation and maintain consistency. 5.Iterate and Optimize: Continuously improve workflows based on user feedback and performance metrics.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
IManage was great but we were quoted up to $40,000 to "customize" it to perform as it did in demonstrations. IManage was clearly designed/priced for large, multi-offices. LexWorkplace was another program that worked really well. It had real problems converting emails and certain files from our old program, Time Matters. LEAP was a reasonable, comprehensive program. It offered customer service, training and data conversion as part of the package.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft environment does not have the scalability of Nintex; it is perfect for small and medium-sized companies, especially in environments where Microsoft environment is almost entirely used. Although Microsoft offers options to connect to other applications, its platform lacks the development and robustness that Nintex provides. Nintex not only covers Microsoft environments but also Google and other important platforms.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
People have woken up to the amount of overlap after mapping their processes.
People can be resistant to process changes. You need to have the support from above or support from the 'business' that you are process changing to be able to see the positive impacts.
Numbers talk. if you can get a general salary figure from your HR dept to show savings for 'employee bands', then when you present reports, they will be all the richer in data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
