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Clio vs Lawmatics

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Clio Software Tool
SelectHub Award Winner
Lawmatics Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

91 Detailed Analysis

User Sentiment

Excellent User Sentiment (1435 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Excellent User Sentiment (22 Reviews)
Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused Clio Manage, client-facing Clio Grow or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues.

It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice.
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Lawmatics is a comprehensive legal management software designed to streamline various administrative tasks for law firms. It excels in client intake, CRM, marketing automation, and task management, making it particularly suitable for small to mid-sized law firms looking to enhance efficiency and client engagement. Users appreciate its intuitive interface and robust automation features, which significantly reduce manual workload and improve client communication.

Key benefits include improved client retention, enhanced productivity, and a more organized workflow. Popular features encompass automated email campaigns, customizable intake forms, and detailed analytics. Compared to similar products, Lawmatics stands out for its user-friendly design and extensive customization options, which users find particularly valuable.

Pricing typically ranges from $99 to $199 per month, depending on the plan and number of users, with options for monthly or annual payments. This flexibility allows firms to choose a plan that best fits their needs and budget.

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Product Assistance

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24/7 Live Support
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Product Insights

  • User-Friendly: Maximize ROI by reducing time spent on reskilling employees thanks to extensive training material and an intuitive UI. 
  • Automatically Perform Core Processes: Save time with purpose-built automation such as email scheduling, automated workflows, task assignments, email templates and more. 
  • Unlimited Cloud Storage: Store an unlimited number of case-related documents, audio and video files. 
  • Prompt Support: The technical support team provides quick responses. 
  • Comprehensive Mobile App: Offers on-the-go time tracking, business accounting and database access. 
  • Precise Dashboard Tracking: Track invoices, receivables, deadlines, tasks, staff performance and more in real time. 
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  • Enhanced Client Communication: Streamline client interactions with automated email and SMS reminders, ensuring timely updates and reducing missed appointments.
  • Improved Case Management: Centralize all case-related information, making it easier to track progress, deadlines, and important documents.
  • Increased Efficiency: Automate repetitive tasks such as client intake and follow-ups, freeing up time for more critical legal work.
  • Better Client Experience: Provide clients with a seamless onboarding process through customizable intake forms and automated workflows.
  • Data-Driven Insights: Utilize built-in analytics to gain insights into firm performance, client satisfaction, and case outcomes, enabling data-driven decision-making.
  • Enhanced Collaboration: Facilitate better teamwork with shared calendars, task assignments, and real-time updates, ensuring everyone is on the same page.
  • Secure Document Management: Store and manage sensitive legal documents securely with robust encryption and access controls.
  • Customizable Workflows: Tailor workflows to fit the specific needs of your practice, ensuring that processes are both efficient and compliant.
  • Client Portal Access: Offer clients a dedicated portal where they can view case updates, upload documents, and communicate with their legal team.
  • Time and Expense Tracking: Accurately track billable hours and expenses, simplifying the billing process and ensuring no revenue is lost.
  • Seamless Integrations: Integrate with other essential tools such as email platforms, calendars, and accounting software to create a cohesive ecosystem.
  • Regulatory Compliance: Ensure compliance with legal industry standards and regulations, reducing the risk of penalties and legal issues.
  • Scalability: Easily scale the software to accommodate the growth of your firm, whether you're adding new clients or expanding your team.
  • Enhanced Client Retention: Improve client retention rates by providing a more organized, responsive, and professional service.
  • Cost Savings: Reduce overhead costs associated with manual processes and administrative tasks, leading to a more profitable practice.
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  • Client Management: Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. 
    • Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. 
    • Client Tracking: Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. 
    • Client Services: Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. 
  • Security: Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. 
    • Compliance: Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. 
    • Data Encryption: Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. 
    • Control Implementation: Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. 
  • Firm Insights: Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. 
  • Case Management: Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. 
  • Document Management: Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. 
  • Billing Management: Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. 
  • Contact Management: Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. 
  • Accounting: Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. 
  • Calendar Management: Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. 
  • Task Management: Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. 
  • Time and Expense Tracking: Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. 
  • Performance Management: Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. 
  • Legal Client App: Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. 
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  • Client Intake Automation: Streamline the client onboarding process with customizable intake forms and automated follow-ups.
  • CRM Integration: Seamlessly integrate with popular CRM systems to manage client relationships and track interactions.
  • Email Marketing: Create and send targeted email campaigns using built-in templates and advanced segmentation tools.
  • Document Automation: Generate legal documents quickly with pre-built templates and automated data population.
  • Task Management: Assign, track, and manage tasks within your team to ensure nothing falls through the cracks.
  • Appointment Scheduling: Allow clients to book appointments online, reducing administrative overhead and improving client satisfaction.
  • Analytics and Reporting: Gain insights into your practice with detailed reports on client acquisition, case progress, and marketing effectiveness.
  • Client Portal: Provide clients with a secure portal to access documents, communicate with your team, and track case status.
  • Workflow Automation: Automate repetitive tasks and standardize processes to increase efficiency and reduce errors.
  • Customizable Pipelines: Visualize and manage your case progress with customizable pipelines tailored to your practice areas.
  • Integrations with Legal Software: Connect with other legal software tools such as Clio, PracticePanther, and MyCase for a seamless workflow.
  • Lead Management: Track and nurture leads from initial contact through to client conversion with robust lead management tools.
  • Text Messaging: Communicate with clients via SMS directly from the platform, ensuring timely and effective communication.
  • Custom Fields: Capture and store unique client information with customizable fields tailored to your practice needs.
  • Client Surveys: Collect feedback from clients with automated surveys to improve your services and client satisfaction.
  • Billing and Invoicing: Simplify your billing process with integrated invoicing and payment tracking features.
  • Security and Compliance: Ensure your data is secure with robust encryption and compliance with legal industry standards.
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Product Ranking

#2

among all
Legal Software

#29

among all
Legal Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Lawmatics
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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 97 100 82 62 98 100 100 79 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 1435 reviews
Excellent User Sentiment 22 reviews
93%
of users recommend this product

Clio has a 'excellent' User Satisfaction Rating of 93% when considering 1435 user reviews from 4 recognized software review sites.

98%
of users recommend this product

Lawmatics has a 'excellent' User Satisfaction Rating of 98% when considering 22 user reviews from 2 recognized software review sites.

4.6 (18)
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4.5 (243)
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4.7 (1147)
4.91 (11)
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4.9 (11)
4.7 (27)
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Awards

SelectHub research analysts have evaluated Clio and concluded it deserves the award for the Best Overall Legal Software available today and earns best-in-class honors for Client and Contact Management, Mobile Capabilities, Task Management and Integrations and Extensibility. Clio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Client and Contact Management Award
Mobile Capabilities Award
Task Management Award
Integrations and Extensibility Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Ease of Use: All the users who reviewed this aspect found the UI intuitive and easy to pick up.
Functionality: According to 73% of users reviewing capabilities, basic functions such as time tracking, accounting and document management perform satisfactorily.
Service and Support: 83% of users who mentioned this element said they’re satisfied with the customer support and response rates.
Task Management: Regarding this feature, 71% of users said the softwaremade task management easier.
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Streamlined Client Intake: Lawmatics makes it easy to collect client information and intake new cases, saving time and reducing administrative burden. For example, users can automate intake forms and send them directly to potential clients, eliminating the need for manual data entry.
Automated Communication: Lawmatics automates email and text message communication with clients, ensuring timely updates and reducing the risk of missed deadlines. For example, users can set up automated reminders for upcoming appointments or deadlines, freeing up time for more important tasks.
Improved Client Engagement: Lawmatics provides tools for client communication and engagement, such as online portals and client-facing dashboards. For example, clients can access their case files, track progress, and communicate with their attorneys directly through the platform.
Enhanced Organization: Lawmatics helps law firms organize their cases, tasks, and deadlines, improving efficiency and reducing the risk of errors. For example, users can create custom workflows and assign tasks to team members, ensuring that all tasks are completed on time.
Data-Driven Insights: Lawmatics provides data and analytics to help law firms track their performance and identify areas for improvement. For example, users can track case outcomes, client satisfaction, and staff productivity to make informed decisions about their practice.
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Integrations: Integration options are limited and plagued with bugs, according to 60% of users mentioning this aspect.
Speed and Performance: According to 100% of users who reviewed this element, loading speed is slow, negatively affecting performance.
Reporting: 56% of users who reviewed this feature found that reports lack customizability.
Training: 80% of users found the training resources to be insufficient.
Cost: According to 80% of users who reviewed this aspect, the software cost is higher than its competitors.
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Limited Customization: Some users have found the platform's customization options to be limited, making it difficult to tailor the software to their specific workflows and needs. For example, some users have reported difficulty in creating custom fields or reports.
Steep Learning Curve: The platform can be complex to learn and navigate, especially for users who are new to legal practice management software. This can lead to frustration and a longer time to get up to speed.
Integration Challenges: Some users have reported difficulties integrating Lawmatics with other essential legal tools, such as accounting software or e-signature platforms. This can create a fragmented workflow and make it harder to manage all aspects of a legal practice.
Customer Support Issues: Some users have expressed dissatisfaction with the responsiveness and quality of customer support. This can be a major concern for users who need help troubleshooting issues or getting answers to questions.
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Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up. However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. Overall, Clio is an excellent package if you don’t mind paying a bit more and dealing with extended load times.

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Is Lawmatics the case closed solution for your legal practice? Over the past year, user reviews on Lawmatics have been largely positive, with many highlighting its user-friendly interface as a key strength, especially compared to more complex competitors like LEAP. Lawmatics is praised for its intuitive design, making it easy for even tech-averse legal professionals to navigate and utilize its features effectively. Users specifically appreciate the straightforward approach to client intake, automation, and marketing tools. However, some users note that Lawmatics' simplicity, while a strength for some, can also be a limiting factor. They point out that the platform's pre-built workflows, while extensive, may not offer the same level of customization and flexibility as LEAP's rules-based engine, which allows for more complex automation scenarios. This difference is crucial for firms with unique or highly specific workflow needs that might require more tailored solutions. Overall, Lawmatics emerges as an ideal choice for small to mid-sized law firms looking for an intuitive, user-friendly platform to streamline their operations without the complexity of more feature-rich, but potentially overwhelming, alternatives.

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Screenshots

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