Clio vs. evergreen by sa.global

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clio
Score 7.0 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
evergreen by sa.global
Score 6.9 out of 10
N/A
evergreen + empower by sa.global (replacing the former LexisOne) is offered as an ERP for small law firm. The former LexisOne was developed by LexisNexis and acquired by sa.global, a Microsoft Dynamics implementation services provider specialist, in 2019.N/A
Pricing
Clioevergreen by sa.global
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
No answers on this topic
Offerings
Pricing Offerings
Clioevergreen by sa.global
Free Trial
YesNo
Free/Freemium Version
NoNo
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
Best Alternatives
Clioevergreen by sa.global
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Score 8.9 out of 10
Medium-sized Companies

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Atera
Atera
Score 8.9 out of 10
Enterprises

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Score 6.8 out of 10
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User Ratings
Clioevergreen by sa.global
Likelihood to Recommend
1.2
(24 ratings)
8.0
(1 ratings)
Usability
2.0
(2 ratings)
-
(0 ratings)
Support Rating
5.5
(4 ratings)
-
(0 ratings)
User Testimonials
Clioevergreen by sa.global
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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sa.global
It's great for general research, including case law and secondary sources. I find that it's very comprehensive.
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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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sa.global
  • Finds relevant case law quickly
  • Has comprehensive secondary sources/treatises
  • Provides timely news and law-related information
  • Allows me to do a targeted search with any useful parameters
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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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sa.global
  • Sometimes, I find it difficult to receive a finite list of targeted search results
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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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sa.global
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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sa.global
No answers on this topic
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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sa.global
It does a better job of aggregating information than Westlaw. And, it has a better secondary source library.
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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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sa.global
  • It has saved time in getting answers to specific question.
  • I can bill a client more efficiently to get an answer to a question.
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ScreenShots

evergreen by sa.global Screenshots

Screenshot of The standard Estimates tab contains details about tasks effort, cost and sales for each project. PM can use this data to verify the status of the project at the current date. 
The forecasting model is enhanced by adding Effort forecasting that works based on the tasks, resources assigned, and duration estimated at the task level. The data is presented for different time periods (day/week/month/year).Screenshot of PM can define different costs and sales prices based on resources and working experience for the same role.Screenshot of Project managers can define the most frequently used Project and Project tasks to the project resources. When the bookable resource creates new timesheet entries, the project and task is defaulted automatically on Create Time Entry form, that is defined by the project manager.