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Clio vs PerfectLaw

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Our analysts compared Clio vs PerfectLaw 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
PerfectLaw Software Tool
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Product Basics

Analyst Rating

91 Detailed Analysis

User Sentiment

Excellent User Sentiment (1435 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

Great User Sentiment (5 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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PerfectLaw is a comprehensive software solution designed to streamline legal management tasks, including case management, document management, and billing. It is particularly well-suited for law firms and legal departments seeking to enhance efficiency and organization. The software's robust features include time tracking, workflow automation, and client communication tools, which collectively improve productivity and client service. PerfectLaw stands out for its integrated approach, offering a single platform that eliminates the need for multiple disparate systems. Users appreciate its intuitive interface and the seamless integration of various legal management functions. This integration reduces administrative overhead and minimizes the risk of errors. While specific pricing details are not readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote based on their unique requirements. PerfectLaw's pricing typically varies depending on the number of users and the specific features needed, with options for monthly or annual payment plans.
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$40/User, Monthly
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$295 One-Time
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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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  • Increased Efficiency: Automate routine tasks such as document generation and time tracking, freeing up valuable time for more complex legal work.
  • Enhanced Collaboration: Centralized document management allows team members to access and edit files in real-time, improving coordination and reducing errors.
  • Improved Client Communication: Integrated client portals provide clients with secure access to their case information, fostering transparency and trust.
  • Accurate Billing: Automated time and expense tracking ensures precise billing, reducing disputes and improving cash flow.
  • Regulatory Compliance: Built-in compliance features help ensure adherence to legal standards and regulations, minimizing the risk of penalties.
  • Data Security: Advanced encryption and secure access controls protect sensitive client information from unauthorized access and breaches.
  • Customizable Workflows: Tailor workflows to match your firm's specific processes, enhancing productivity and consistency across cases.
  • Comprehensive Reporting: Generate detailed reports on case progress, financials, and performance metrics, aiding in strategic decision-making.
  • Scalability: Adaptable to firms of all sizes, PerfectLaw grows with your business, ensuring long-term usability and investment value.
  • Reduced Administrative Overhead: Streamline administrative tasks, allowing staff to focus on billable work and client service.
  • Enhanced Mobility: Access case files and perform tasks from anywhere with cloud-based solutions, supporting remote work and flexibility.
  • Client Relationship Management: Integrated CRM tools help manage client interactions and track case histories, improving client satisfaction and retention.
  • Task Prioritization: Automated task management helps prioritize and delegate tasks effectively, ensuring deadlines are met and workloads are balanced.
  • Document Version Control: Maintain a clear history of document revisions, reducing the risk of errors and ensuring the use of the most current information.
  • Cost Savings: Reduce the need for physical storage and administrative resources, leading to significant cost reductions over time.
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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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  • All-in-One Database: Integrates case management, billing, and document management into a single database, eliminating the need for multiple systems.
  • Case Management: Provides comprehensive tools for tracking case details, deadlines, and tasks, ensuring nothing falls through the cracks.
  • Document Management: Offers robust document storage and retrieval capabilities, including version control and full-text search.
  • Time and Billing: Facilitates accurate time tracking and billing with customizable billing rates and automated invoice generation.
  • Calendar and Docketing: Synchronizes with Outlook and other calendar systems to manage appointments, court dates, and deadlines efficiently.
  • Email Management: Integrates with Microsoft Outlook to archive emails directly into the case file, maintaining a complete communication history.
  • Workflow Automation: Automates routine tasks and processes, such as client intake and document assembly, to improve efficiency and reduce errors.
  • Client Portal: Provides a secure online portal for clients to access case information, documents, and invoices, enhancing client communication and satisfaction.
  • Reporting and Analytics: Generates detailed reports and analytics on various aspects of firm operations, from financial performance to case progress.
  • Mobile Access: Offers mobile access to key features, allowing attorneys to manage their work from anywhere, at any time.
  • Security and Compliance: Ensures data security with encryption, access controls, and compliance with legal industry standards.
  • Customizable Interface: Allows users to tailor the software interface to their specific needs and preferences, improving usability and productivity.
  • Integration Capabilities: Seamlessly integrates with other legal and business software, such as accounting systems and e-discovery tools.
  • Client Relationship Management (CRM): Manages client interactions and relationships, tracking communications, and follow-ups to enhance client service.
  • Task Management: Assigns and tracks tasks within the firm, ensuring accountability and timely completion of work.
  • Expense Tracking: Monitors and records expenses related to cases, facilitating accurate billing and financial management.
  • Training and Support: Provides comprehensive training resources and support services to help users maximize the software's potential.
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Product Ranking

#2

among all
Legal Software

#61

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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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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User Sentiment Summary

Excellent User Sentiment 1435 reviews
Great User Sentiment 5 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.

88%
of users recommend this product

PerfectLaw has a 'great' User Satisfaction Rating of 88% when considering 5 user reviews from 1 recognized software review sites.

4.6 (18)
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4.5 (243)
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4.7 (1147)
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4.4 (5)
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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

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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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Comprehensive Features: PerfectLaw is an all-in-one solution encompassing case management, billing, and document management, simplifying legal operations.
Integration Capabilities: Seamless data flow between different modules eliminates redundant data entry, saving time and reducing errors.
Robust Reporting: The software provides in-depth reporting tools, allowing firms to track key metrics and make informed decisions.
Customization Options: PerfectLaw offers flexibility in tailoring the system to a firm's specific needs, ensuring a perfect fit for different workflows.
Timekeeping and Billing: Users praise the intuitive timekeeping features, including the ability to enter time from anywhere in the system, streamlining billing processes.
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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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Steep Learning Curve: Some users find it difficult to get up to speed with the software initially due to its extensive features and complex functionality.
User Interface: A common complaint is that the interface isn't intuitive, requiring multiple clicks to perform tasks that should be simpler.
Customer Support: While generally responsive, some users report occasional delays in getting support, which can be frustrating when dealing with urgent technical issues.
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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 PerfectLaw the perfect solution for your legal firm's needs? Reviews from the past year suggest it could be, particularly for larger firms. Users consistently praise PerfectLaw's comprehensive suite of features, highlighting its "all-in-one" approach that streamlines various tasks, such as billing, case management, and document management, eliminating the need to juggle multiple software solutions. This integrated approach not only simplifies daily operations but also potentially saves firms money and reduces headaches. However, some users point out a steep learning curve, suggesting that getting the software up and running might require a significant time investment, especially for those unfamiliar with similar systems. While customer support receives positive feedback for its responsiveness, the initial setup and customization process has been described as complex and time-consuming. In essence, PerfectLaw appears to be a robust, feature-rich solution best suited for larger firms willing to invest the time and resources necessary to fully utilize its capabilities. Smaller firms or those seeking a more intuitive, out-of-the-box solution might find the learning curve a significant hurdle.

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Screenshots

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