When I had to spend my own money, I chose Clio. Why?
It includes all of the features I listed that case management had to have:
- Completely cloud based
- Client Portal for document sharing
- Document management
- Time entry and Billing
- Bill payment with credit card acceptance
- Trust accounting
- SMS and email communication
- Reporting
- Reasonable cost
Clio includes these things I’d like a case management system to do for me:
- Client phone app
- Employee phone app
- Electronic signatures
These “wish list” features are not included in the package. I’m using Xero for accounting and the interface built into Clio:
- General Ledger and financial statements
- Accounts Payable
So far I’m using the signature feature of Nitro PDF. I plan to switch to Clio signatures to simplify the tech stack. I’ll write about that after I try it.
Now that I’m using Clio, I got certified as a consultant. You can get a free demo at Clio | The #1 Legal Practice Management Software.