Clio vs. PracticePanther

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clio
Score 6.9 out of 10
N/A
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 user/per month
PracticePanther
Score 8.4 out of 10
N/A
PracticePanther is law practice management software. Customers include solo practitioners, virtual, small, and mid-sized firms worldwide. The core of PracticePanther software includes contact & matter management, time & expense tracking, invoicing, calendaring, reporting, permissions, tasks, templates, intake forms, document management & automation. A free trial is available for 3 clients / 3 cases.
$49
per month
Pricing
ClioPracticePanther
Editions & Modules
Starter
$49
per user/per month
Clio Grow
$59
per user/per month
Boutique
$69
per user/per month
Elite
$109
per user/per month
Enterprise
Contact sales team
Solo Plan (Billed Annually)
$49
per user
Solo Plan (Billed Monthly)
$59
per user
Essential Plan (Billed Annually)
$69
per user
Essential Plan (Billed Monthly)
$79
per user
Business Plan (Billed Annually)
$89
per user
Business Plan (Billed Monthly)
$99
per user
Offerings
Pricing Offerings
ClioPracticePanther
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsAll pricing tiers have a 7-day free trial.
More Pricing Information
Community Pulse
ClioPracticePanther
Considered Both Products
Clio
PracticePanther
Chose 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 …
Top Pros
Top Cons
User Ratings
ClioPracticePanther
Likelihood to Recommend
1.2
(24 ratings)
10.0
(2 ratings)
Usability
2.0
(2 ratings)
-
(0 ratings)
Support Rating
5.7
(4 ratings)
10.0
(1 ratings)
User Testimonials
ClioPracticePanther
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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Usability
Clio
You really have to get creative to make Clio work well. Support suggested tonight that I use other products instead since Clio can't even do simple things it promises like notify clients of their court dates. Insane.
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PracticePanther
No answers on this topic
Support Rating
Clio
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?
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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

PracticePanther Screenshots

Screenshot of Dashboard - Mobile FriendlyScreenshot of DashboardScreenshot of CalendarScreenshot of Time TrackingScreenshot of InvoicesScreenshot of Document Management