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
Sitetracker
Score9.3 out of 10
N/A
Sitetracker is a project management application focusing on managing and reporting features for large or high-volume distributed projects involving disparate sites and personnel, from the company of the same name in Palo Alto, California.
N/A
Pricing
Clio
LEAP Legal Software
Sitetracker
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
No answers on this topic
Offerings
Pricing Offerings
Clio
LEAP Legal Software
Sitetracker
Free Trial
Yes
No
No
Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
No
No
No
Entry-level Setup Fee
No setup fee
No setup fee
No setup fee
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.
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
So Sitetracker is a future-proof cloud platform built on Salesforce to benefit from smarter document management, machine learning, enterprise-grade security, and more. And that's how it has made the ecosystem quite complete by introducing various feature sets for the construction process, and it has included AI Reports and Insights which are really helpful. The overall product engineering is an absolute treat for all the users, as most of the features are built keeping the target audience in mind.
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
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
So the availability of the platform should be more, i.e. it should give support for desktop, android and iOs apps with smartwatch widget support also
The AI generated reports can be bit drilled down and made more user friendly as there are a lot of data so it can easily be quite wholesome for someone new.
The overall speed of the application can be improved and it should have data centers in different regions too for faster delivery of services.
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 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
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
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.
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 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
Better use case scenarios, better industry experience and better leverage on task and document Management. Integrated seamlessly with our ERP system (Oracle) for budget, costs tracking and forecasting of project phases and the overall project as well.
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
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
