Clio vs. Workboard

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
Workboard
Score 7.2 out of 10
N/A
Workboard from the company of the same name in Redwood City, California is an objectives and key results (OKR) software tool.N/A
Pricing
ClioWorkboard
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
ClioWorkboard
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
ClioWorkboard
Small Businesses

No answers on this topic

15Five
15Five
Score 8.2 out of 10
Medium-sized Companies

No answers on this topic

Bridge Learning Platform
Bridge Learning Platform
Score 9.9 out of 10
Enterprises

No answers on this topic

Bridge Learning Platform
Bridge Learning Platform
Score 9.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClioWorkboard
Likelihood to Recommend
1.2
(24 ratings)
8.8
(2 ratings)
Usability
2.0
(2 ratings)
-
(0 ratings)
Support Rating
5.5
(4 ratings)
-
(0 ratings)
User Testimonials
ClioWorkboard
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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Workboard Inc
Workboard is well suited in any organization IMO, it allows the individual business units to quickly set, define, organize and track their respective OKR's and align them with the larger business goals. The speed at which we're able to do this with Workboard has allowed us to spend more time on the goals themselves and less time on the management of the goal-setting exercise.
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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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Workboard Inc
  • Project management at higher level - includes tasks assignment, visual representations of the project status and deadlines
  • Increases the team members' sense of ownership - especially for people that are not used with or exposed to dedicated project management tools like Microsoft Project is.
  • User collaboration - which in turn reduces the communication via email
  • Increases the efficiency of the meetings - by quickly going through the action items and updating the task progress in the tool itself
  • Support has been outstanding so far
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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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Workboard Inc
  • There's a bit of a ramp time to using the service.
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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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Workboard Inc
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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Workboard Inc
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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Workboard Inc
Workboard vs Microsoft Project(and its Server) is like comparing a regular sport car with Formula 1 cars. One is lighter, nicer, with a broader audience, it gets you there fast while the other one is dedicated, not as nice, especially built for it, not for everyone and it will get you there much faster.
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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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Workboard Inc
  • Amount of time saved for managing goals had allowed us to spend more time on goal setting and tracking.
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