What users are saying about
59 Ratings
59 Ratings
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Score 7.3 out of 100
4 Ratings
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Score 9.8 out of 100

Attribute Ratings

  • PracticePanther is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Likelihood to Recommend

5.3

Clio

53%
20 Ratings
10.0

PracticePanther

100%
2 Ratings

Usability

10.0

Clio

100%
1 Rating

PracticePanther

N/A
0 Ratings

Support Rating

1.0

Clio

10%
5 Ratings
10.0

PracticePanther

100%
2 Ratings

Likelihood to Recommend

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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PracticePanther

It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.
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Pros

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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PracticePanther

  • Invoicing with Ease
  • Customization
  • Customer Support
  • Cost Efficient
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Cons

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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PracticePanther

  • There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space.
  • An event whereby you can invite outside users/clients without creating a client portal.
  • If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item.
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Pricing Details

Clio

Starting Price

$0

Editions & Modules

Clio editions and modules pricing
EditionModules
Starter491
Boutique692
Elite1093
EnterpriseContact sales team4
Clio Grow595

Footnotes

  1. per user/per month
  2. per user/per month
  3. per user/per month
  4. none
  5. per user/per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

All pricing tiers have a 7-day free trial.

PracticePanther

Starting Price

$39 per user

Editions & Modules

PracticePanther editions and modules pricing
EditionModules
Monthly Plan491
Annual Plan392

Footnotes

  1. per user
  2. per user

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Usability

Clio

Onboarding new employees has its challenges, but orienting in Clio has been an easy process for new learners. Also, when I have encountered questions, Clio support has immediate answers.
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PracticePanther

No answers on this topic

Support Rating

Clio

Clio's support mostly just tells you that they will mark your upvote for future feature development I discovered. They don't have ways to do very basic operations, so they mostly can't help I found. Instead, they are trained to defer your questions to some future undetermined date when the development team might fix those problems, I believe
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PracticePanther

I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.
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Alternatives Considered

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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PracticePanther

PracticePanther is much easier and much more user friendly for what I need.
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Return on Investment

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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PracticePanther

  • It has allowed me to keep up with my time and billing.
  • It has allowed me to keep client information all in one place.
  • It has allowed me to keep up with money that I am owed.
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Screenshots

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