What users are saying about
49 Ratings
49 Ratings
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Score 9 out of 100
3 Ratings
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Score 9.3 out of 100

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.
Julliana Reyes | TrustRadius Reviewer

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.
Chris Nguyen | TrustRadius Reviewer

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.
Matthew Mazur | TrustRadius Reviewer

PracticePanther

  • Workflows and task management.
  • User interface and clarity of features.
  • Customer service is expedient and helpful.
Chris Nguyen | TrustRadius Reviewer

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.
Brad Pearce | TrustRadius Reviewer

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.
Chris Nguyen | TrustRadius Reviewer

Usability

Clio

Clio 10.0
Based on 1 answer
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.
Sarah Renfro | TrustRadius Reviewer

PracticePanther

No score
No answers yet
No answers on this topic

Support Rating

Clio

Clio 8.9
Based on 2 answers
Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support.Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?
Brad Pearce | TrustRadius Reviewer

PracticePanther

PracticePanther 10.0
Based on 2 answers
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.
Chris Nguyen | TrustRadius Reviewer

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).
Shawn Hamp, Esq. | TrustRadius Reviewer

PracticePanther

I used Clio and Clio Grow. What Practice Panther is missing is the side that Clio grows offers. A more robust way on the intake/marketing side. You can use mail chip with Practice Panther but that integration is limited. However, there is a much better software called Lawmatics that integrates directly with PracticePanther. For PracticePanther and Clio direct head to head, the workflows of task, billing and user interface have better ease of use. To do the same thing, PracticePanther requires fewer clicks to get it done. When you have to do the same tasks over and over, the less clicking the better.
Chris Nguyen | TrustRadius Reviewer

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.
Jason Ramsland | TrustRadius Reviewer

PracticePanther

  • I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
  • The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
  • Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.
Chris Nguyen | TrustRadius Reviewer

Screenshots

Pricing Details

Clio

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Clio Editions & Modules

Edition
Starter$491
Boutique$691
Elite$1091
EnterpriseContact sales team
Clio Grow$593
  1. per user/per month
  2. none
  3. per user/per month
Additional Pricing Details
All pricing tiers have a 7-day free trial.

PracticePanther

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

PracticePanther Editions & Modules

Edition
Monthly Plan$491
Annual Plan$391
  1. per user
Additional Pricing Details

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