Clio vs. Rocket Matter vs. TIBCO® BPM Enterprise

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.

Incentivized

Rocket Matter is excellent for billing and invoicing for hourly, flat rate, or contingency matters. It does a great job of ensuring time is captured and then invoicing. Trust accounting is vital and works very well indeed, which is always important from an ethical and business standpoint. The mobile app is still not quite where it should be, but the web-based version is excellent in office.

Incentivized

The scenario where TIBCO ActiveMatrix is well suited is in the scenario where there are more long-term business processes and in a complex corporate organization where there are many users with different privileges to perform actions on the same processes. It's less appropriate where there are no complex business process especially if the resubmit of the task in error is not required.

Incentivized

• Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
• Billing. The new interface is really easy to use.
• Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and Clio.

Incentivized

• Time capture - both via a timer and manual entry, makes sure you can get all the time entered on a regular basis in a quick and easy manner.
• Decent mobile integration. iPhone and iPad app typically work well and allow you to input time and expenses away from the office.
• Generating invoices and reminder statements is a snap, as are generating reports on income received and outstanding receivables as well as time worked.

Incentivized

• TIBCO offers multiple ways to implement the sophisticated forms of event-driven BPM. It also balances the combination of business rules and AMX BPM for a different variety of IT Applications
• It depends on the Enterprise service bus which is message oriented middleware
• The integration of Spotfire with AMXBPM and BusinessEvents is a unique advantage

Incentivized

• The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
• The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
• The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
• The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.

Incentivized

• While the Notes feature was immensely useful for keeping track of the last work completed on a matter or to keep a record of discussions with clients or relevant legal research, it could have been far more user-friendly. There is no way to export Notes saved to a .doc, .pdf, or any other format. To print or download Notes, I would have to painstakingly click on each entry and copy it into a word document, then go back to the previous page to click on the next entry to repeat the process as many times as there were notes. If printed directly from the website, the formatting spills off of the page.
• I am pleased with the amount which can be customized in invoice templates in Rocket Matter. However, to create your own template you need to use fields recognized by the program. Rocket Matter provides a guide and a list of available fields, however, it is a fairly complex undertaking for anyone unfamiliar with using fields in Word documents or using other code, such as HTML. It would be more intuitive for users if Rocket Matter employed a template customizing feature similar to that of QuickBooks, where text boxes and fields can be inserted and manually dragged to the desire area of the template.
• Rocket Matter can run very slowly and can slow down your computer quite a bit while it is running. I upgraded to a newer laptop with higher RAM after my first year of using Rocket Matter, and there was a noticeable difference in the speed and ease of use.

Incentivized

• One of the challenges we faced with AMX BPM is the way the data is kept and it is hard to troubleshoot when a work items goes into halted state. Either there should be better documentation of what is under the hood or simplify the way work items data are stored.
• Assigning privileges to system action where multiple organization models are used, seems to create ambiguity, as per the manual: "If different privileges are assigned to the same system action at different levels in the organization model, each level is checked when determining whether a user has the necessary privilege to be able to perform a particular system action. If the lowest level has no required privileges assigned, the parent entity is checked, and so on up the organization model hierarchy to the default, system-wide value."
• It is cumbersome to add the same system action in all org models even though it won't be used everywhere.
• When AMX BPM integrates with other products such as AMX BusinessWork, there should be a better way for the work items to handle broken communication. Data recovery seems to be an issue.

Incentivized

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

Incentivized

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.

Incentivized

TIBCO BPM Enterprise can be integrated with other technologies like React UI which can be used to customize front end and TIBCO Business Works for processing. Services created in TIBCO BPM Enterprise can be exposed to REST which can be shared as API to external systems. Users can be created and modifies very easily using out of the box TIBCO BPM Openspace and Workspace. Events can be customized and this data can be used to generate reports.

Incentivized

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?

Incentivized

Because our support team is always available also for development suggestions.

Incentivized

Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even billing on the go. It’s ideal for attorneys who work remotely or travel frequently.

Incentivized

I currently use e-ImmigrationAir by Cengrade. I feel it is a better software for immigration law firms, as it can auto-populate USCIS and ICE forms with client data, saving time and reducing repetitive tasks. However, I feel that Rocket Matter stands out for the many billing and invoicing features offered.

Incentivized

TIBCO BPM Enterprise was selected for its easy to use features for the developers. Out of the box TIBCO BPM Openspace and Workspace is very convenient for the Admin users for managing the users and application requests. Support for scripted deployment using ANT is very useful and apart from this, deployment can also be done within the TIBCO BPM Studio for Designers by connecting to a deployment server and deployment package can be bundled in a deployment archive (DAA file) and that can be shared with the deployment team who can use TIBCO BPM Administrator for deploying the application.

Incentivized

• It has improved our ability to capture billable activities.
• It has increased our efficiency in regards to onboarding clients and getting retainers signed.
• The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.

Incentivized

• Rocket Matter has streamlined tracking billable time, tracking funds earned from trust retainers, invoicing, and maintaining a detailed transaction record for IOLTA trust accounting. As long as I regularly entered payment and billing information to keep the data current, I could quickly complete non-billable accounting and invoicing tasks. I know it can consume huge amounts of time trying to recreate payment and billing histories, so using Rocket Matter to centralize these records greatly increased the amount of time I had for billable work.
• Using Rocket Matter to record upcoming tasks, deadlines and events provided a secondary system for calendar management. Using Rocket Matter with Google Calendar allowed me to easily keep track of how I should spend my time and reduced the possibility of missing a deadline.
• All of the data recorded in Rocket Matter can be used to generate reports for accounting and for analyzing how time is spent. Reports made it easy and fast to identify clients who were far behind in payments or who had funds available to invoice, without needing to manually check each matter.

Incentivized

• TIBCO BPM has improved efficiency for our organization, it enables our organization to determine what areas of a project appear to be lacking.
• It enables the best collaboration since our employees understand what to do, including how to respond in unusual circumstances and manage scope.
• With the TIBCO BPM Tool taking care of process routing, management, and execution, our organization can focus on core areas and increase productivity.

Incentivized