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
Okta
Score9 out of 10
N/A
Okta is an enterprise grade identity management service, built in the cloud. IT can manage access across any application, person or device. Whether the people are employees, partners or customers or whether the applications are in the cloud, on premises or on a mobile device, Okta helps IT become more secure and maintain compliance. The Okta service provides directory services, single sign-on, authentication, provisioning, workflow, and built in reporting. ment systems.
$6
per month per user
Pricing
Clio
Okta
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
Starter
$6.00
per month per user
Essentials
$17.00
per month per user
Professional
Inquire for pricing
Per User Per Month
Enterprise
Inquire for pricing
Per User Per Month
Offerings
Pricing Offerings
Clio
Okta
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
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
Should be well-suited for a SaaS business organisation as they have a lot of internal applications and need a role-based authentication system between the various teams, improving security and audit log system to account for any breaches. It integrates well with internal applications such as Salesforce and Oracle. Best when need of SSO.
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
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. TR verified that a representative sample of customers was invited. 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
I do have to reset my password quite frequently. However, I don't think there is really a way to improve this, as it's a good security measure.
It makes me re-sign in a couple of times a day, sometimes if I haven't used my laptop for a couple of hours, and sometimes just randomly throughout the day.
It doesn't remember my devices, either my laptop or phone. so it always calls that out.
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
Okta has a passion to provide secure and scalable identity solution. Their passion has come across as advocacy in a way that has deepened my knowledge of the field of authentication. I took identity for granted before but after seeing features such as external authentication I know that Okta can enable my business to reach new heights
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
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 Okta Identity Cloud advertises 4 9's of reliability and I would go as far to say that it may even do better than that. As a true Global organization that operates in just about every region of the world, we have yet to have an issue with The Okta Identity Cloud that has impacted our business operations.
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
From my perspective, for the things that my group uses it for, Okta is very fast. It is as least as fast as the local password database methods that it replaces on our campus enterprise services. I do not believe that it slows anything down at all. In fact, not having to think too much about the login, because they all look the same, probably speeds things up somewhat.
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.
We've had a few support cases over the years and every case has been handled by the Okta support team beautifully. We received clear answers to questions we had regarding setup and even were provided simple to follow guides on how to setup their product to use with custom applications.
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
Okta is far superior in terms of integrations, user interface, automation, and connectivity. Additionally, Okta offers better support and availability, and a more robust solution across every capacity Entra competes in. Okta simply works, whereas Microsoft Entra has a large overhead that is difficult to use when configuring things.
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
Being a cloud native application, The Okta Identity Cloud is extremely scalable and easy to setup. By integrating into existing directories and applications via standard techniques and protocols, it is very easy to both initially setup and add additional users as required. Once all the necessary integrations are setup, it's a simple rinse and repeat process to onboard additional users (which can be automated with imports 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. 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
Increased user productivity - not fighting with IT all the time!
Though there could be a bit more on the 'lost/broken phone' front, the self-service eliminates time that would typically be spent waiting for IT support/admins.
An Okta account under a certain domain allows proper access from the get-go, and under certain apps (such as our HRIS), adding members is easy.
Improved security - deactivating Okta removes all account access across multiple platforms instantly for leavers.
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
