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 month
Zoho Creator
Score7.7 out of 10
Mid-Size Companies (51-1,000 employees)
Zoho Creator is a low-code application development platform for building enterprise-class applications that run on mobile, tablet, and web. It is designed to allow users to create custom forms, configure workflows, build pages, and deploy apps quickly.
$12
per month per user
Pricing
Clio
Zoho Creator
Editions & Modules
EasyStart
$49
per user/per month
Clio Grow
$59
per user/per month
Essentials
$89
per month per user
Advanced
$129
per month per user
Complete
$159
per month per user
Standard
$12
per month per user
Professional
$30
per month per user
Enterprise
$37
per month per user
Offerings
Pricing Offerings
Clio
Zoho Creator
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
Add-ons:
Customer Portal: $100/month onwards
Premium Support : 20% of license fees
Enterprise support: 25% of license fees
Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
If you are using some application of Zoho and want some more functionality into it, Use Zoho creator to develop a separate app as per requirement and integrate it with your Zoho App. Small organization can use creator to make apps but it can be used for small range of storage, For Large organization , it may be not feasible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In C6, the new setup of permissions is not logical. Admins now have access to every application rather than specific applications, which impacts data confidentiality.
In C6, the new feature for having multiple environments is very limited as it does not work for ZOHO Creator applications that are linked to other Zoho Creator applications in the same workspace - which is not logical at all.
In C6, the revised permissions for Developers do not allow the developer to assign permissions to users or to publish forms, reports, pages, etc....which again is not logical.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Today Zoho Creator is included in our current plan from Zoho One, but if it was needed to pay apart it should be done because the software we created became very important for our team. The use of Zoho Creator contributes to endorse the Zoho One subscription year after year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Its quite easy if one has the need, interest and passion to build applications and solutions through low-code. One example would be, that my finance head who has absolutely nothing to do with tech and apps, is now able to create apps and manage Zoho Creator all by himself. So its all about the interest and how much time we put to learn the tool. Having said that, its quite easy to learn the tool and create anything that's within our scope of knowledge.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In an earlier comment, I mentioned Zoho's excellent uptime. I have been using the system for over 6 years, and have experienced only momentary outages, and of those, only a hand full over the years. It is extremely reliable
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We do not integrate Zoho with other systems at this time, but rarely are searches, database exports, record edits or creation tasks ever slow enough to notice. It is quite usable
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.
I recommend Zoho Creator very often. A lot of companies go big earlier than they need to and spend way too much on SalesForce & Marketo. I worked for a small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho Creator was incredibly easy to set up, intuitive to use, and contains all the most essential features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredibly useful in acquiring leads, nurturing them, and tracking pipeline in Zoho Creator. Our small sales team found it very easy to use and loved it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Even if it is a easy to use platform, it got some issues on the implementation that could easily handle by IT teams. In our scenario this team don't exist anymore, and the business/marketing team had their expectations that it was quickier to be implemented. So, consider a professional help on this implementation could be cost more (of cource) but it would be helpful to manage the issues and expectations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho Creator stands out for its balance of affordability, ease of use, and powerful customization options. While it may not offer the same level of enterprise-scale features as platforms like OutSystems or Mendix, it provides a robust solution that meets the needs of many businesses, especially those looking for an integrated, cost-effective low-code platform with strong support for both simple and complex applications.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho is incredibly versatile. Much thought was put in to the way the platform functions. I've yet to face a situation where Zoho would not be able to do what I needed. That being said, because of its power, it can also be a bit intimidating technically. Simple needs are simple. More complex needs are ... more complex! Overall, it's a powerful, robust platform
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
With using Zoho Creator we are able to build apps that we may otherwise pay a pretty penny for. We may risk some features we could get from a 3rd party app but the fact that the data we do collect can easily syn with our CRM and Accounting systems makes up for this.
Negatively speaking, it takes time to fine tune and really craft your application. I am not a coder, nor do I have a coding background, so patience is key as you design and build out your application.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
