Clio Grow vs CASEpeer

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Our analysts compared Clio Grow vs CASEpeer based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
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CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.
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$49/User, Monthly
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Tailored to your specific needs
$79/User, Monthly
Get a free price quote
Tailored to your specific needs
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Android
Chromebook
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Android
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Cloud
On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Strategic Automation: Leverage automated workflows for engagement agreements, emails and CRM. Pick and choose from a range of templates and customize them according to requirements. 
  • Easy Firm Collaboration: Connect with other legal practitioners through the Clio Referral Network. Refer cases to other lawyers and accept referrals while building a professional network. 
  • Seamless Data Sync: Sync with Clio Manage to directly access legal matters, contacts, bills, payments and time. Avoid repeatedly switching between platforms to save time and reduce errors. 
  • Streamlined Intake: Simplify the intake process using smart templates via the Quick Intake option. 
  • Multiple Integration Options: Strengthen CRM by integrating with Smith.ai and Lawlytics. 
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  • Minimize Time to Market: Transition to the platform faster with purpose-built integrations and no necessary customizations. 
  • 24/7 Available Support: Offers continuous customer support to improve resolution rates. Ensure availability in case of emergency with multiple support channels. 
  • Simple User Interface: Make transitions quickly through an easy-to-use interface and unlimited user training. 
  • Easy Reporting: Access multiple checklists and reports designed to evaluate and record case details. 
  • Ensure Scalability: Introduces new features and regular patches to keep the platform up-to-date and scalable. 
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  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
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  • Personal Injury Case Management: Track everything case-related, from timelines and tasks to litigation and documentation. 
    • Case Timelines: Follow case timelines to monitor and evaluate case progression and team communication. 
    • Tasks: Assign responsibilities to team members with clear-cut deadlines, priority levels and reminders. Notify all relevant parties when a task is assigned and completed. Set up trigger-based workflows to dictate case assignments. 
    • Litigation: Best practice litigation tools provide visibility into deadlines, discovery requests, defense counsels and expert witnesses. 
    • Medical Treatment: Maintain a detailed record of injuries, doctor’s appointments, payments, bills and more. 
  • Security: Secure confidential information with rolling backups and server redundancy controls. Hosted on Amazon Web Services for maximum protection. 
  • Client Experience: Channel all customer interaction and communication through one place. Clients can view the firm’s contact information and send emails to caseworkers. Attorneys can send images, messages, documents and notes whenever required. 
    • eSignature: Electronically sign contracts, intake forms and fee agreements. Choose from a variety of e-signature templates and get real-time progress reports. 
    • Client Portal: Control access to the client portal and critical information. Attach client contact details and documents to related cases. 
  • Practice Management: Simplify practice management with automated processes. Implement workflows for document management, status updates, task assignments, notes, accounting and more. 
  • Legal Calendar: Manage reminders, important events, deadlines, litigation and more in real time. Automatically sync with pre-existing calendars, including Outlook, Google, Office 365, Exchange and iCal. Access relevant case files directly from calendar entries. 
  • Accounting: Communicate with the accounting department to recover all case-related expenses. Integrate with external accounting applications, such as QuickBooks Online and Soluno. Simultaneously manage both trust and operating accounts and log all trust transactions. 
  • Documentation: Store an unlimited number of files and flag faulty documents. Manage editing permissions and file access on the go. Integrates with Onedrive and Dropbox. 
  • Case Leads: Leverage best practice intake forms to record lead data. Automatically collect relevant details, including incident type, referral source and injury checklist. Assign lead values based on intake checklists and prioritize follow-ups accordingly. 
    • Intake Window: Track the performance of intake managers and marketing campaigns. 
  • Automation: Implement automated workflows to synchronize litigation deadlines with jurisdictional court rules. Set up custom workflows to assign tasks based on client information and case status. 
  • Reporting: Choose from various tried and tested reports to monitor the firm’s financial health. Access latest data-driven insights, including team performance, conversion rates, personal injury KPIs, marketing ROI, turnaround time and more. 
    • Marketing ROI: Get in-depth insights into the firm’s ROI. Evaluate leads obtained from marketing campaigns, referrals and other sources and compare them against retention and resolution rates. 
    • Resource Optimization: Run reports on leads, costs, productivity, statutes and more. Get real-time visibility into financial and administrative processes. Use cloud-searching capabilities to locate the right information at the right time. 
    • Performance Benchmarking: Monitor team performance metrics and compare them against industry benchmarks. Identify high-performing attorneys, track engagement rates and set individual performance goals. Provide additional support to employees with recurring issues. 
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Product Ranking

#8

among all
Legal Software

#36

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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CASEpeer
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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 43 87 57 58 77 65 82 54 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1165 reviews
Excellent User Sentiment 77 reviews
94%
of users recommend this product

Clio Grow has a 'excellent' User Satisfaction Rating of 94% when considering 1165 user reviews from 2 recognized software review sites.

97%
of users recommend this product

CASEpeer has a 'excellent' User Satisfaction Rating of 97% when considering 77 user reviews from 2 recognized software review sites.

4.7 (1147)
4.81 (47)
n/a
4.9 (30)
4.7 (18)
n/a

Awards

Clio Grow stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

CASEpeer stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
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Intuitive Interface: Users praise CASEpeer's user-friendly design, highlighting its ease of navigation and logical layout, which simplifies case management.
Comprehensive Features: CASEpeer is lauded for its wide array of features, including document management, calendaring, communication tools, and reporting functions, streamlining legal workflows.
Robust Reporting: Users appreciate the detailed reports generated by CASEpeer, providing valuable insights into case progress, staff performance, and overall firm productivity.
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Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.
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Limited Customization: Users express frustration over the inflexibility of templates and the inability to tailor them to specific case types or jurisdictional requirements.
Steep Learning Curve: Navigating the software's features and understanding its functionalities can be challenging, especially for those unfamiliar with legal technology.
Occasional Glitches: While generally reliable, some users report experiencing occasional software glitches or bugs that disrupt their workflow.
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Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably. Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success. In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

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Is CASEpeer the "case closed" solution for your personal injury law firm? Recent user reviews suggest that CASEpeer stands out for its intuitive design and robust reporting features, making it a breeze to track case progress and firm performance. Users rave about the platform's user-friendliness, highlighting its ease of use even for team members who aren't tech-savvy. The comprehensive reporting capabilities provide valuable insights into key performance indicators, empowering firms to make data-driven decisions and optimize their operations. However, some users have pointed out that CASEpeer's feature set, while strong for personal injury law, might not be as extensive as some competitors like Clio or MyCase, which offer a broader range of functionalities. This suggests that CASEpeer is best suited for personal injury law firms seeking a tailored solution that streamlines their specific workflows and provides in-depth reporting for this practice area. While it may not be the "jack of all trades" in the legal software market, CASEpeer's laser focus on personal injury makes it a powerful tool for firms specializing in this field.

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