What users are saying about
61 Ratings
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Score 6.8 out of 100
4 Ratings
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Score 7.3 out of 100

Attribute Ratings

  • SurePoint Legal Management System (LMS) is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

4.3

Clio

43%
21 Ratings
7.0

SurePoint Legal Management System (LMS)

70%
2 Ratings

Usability

2.8

Clio

28%
2 Ratings

SurePoint Legal Management System (LMS)

N/A
0 Ratings

Support Rating

1.5

Clio

15%
6 Ratings

SurePoint Legal Management System (LMS)

N/A
0 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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SurePoint Technologies

Law firms needing an easy to use billing and accounting systems. [SurePoint Legal Management System (LMS)] would work for law firms of all sizes. It does not work well for matter pricing or profitability analysis.
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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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SurePoint Technologies

  • The interface is fairly well designed, making it fairly easy to enter data or to create information visualizations.
  • The software supports a robust set of features that can all be accessed through a single portal or site.
  • There are analysis functions that help show patterns or trends based on time sensitive information.
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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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SurePoint Technologies

  • No case management system to speak of.
  • No able to create multiple cost rates for attorneys to use in profitability analysis
  • Accounting system does not integrate well with e-billing vendors
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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.

SurePoint Legal Management System (LMS)

Starting Price

Editions & Modules

SurePoint Legal Management System (LMS) editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    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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    SurePoint Technologies

    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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    SurePoint Technologies

    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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    SurePoint Technologies

    LMS Practice Management provides a wealth of features not often found in one package. Its information visualization tools and client management tools are extremely helpful in providing oversight on client billing matters. Its reporting tools were also fairly robust, providing more features than competitor products on the markets. While not perfect, its clean interface and number of components help make it stand out among the competition
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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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    SurePoint Technologies

    • It easy to use to respond to questions relating to time entry, billing and collections
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