Clio Manage vs HoudiniEsq
Clio Manage
clio.comHoudiniEsq
houdiniesq.comSide by side
| Figure | Clio Manage | HoudiniEsq |
|---|---|---|
| Price from | — | $20.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 8 | 8 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 9.2 (#5) |
| Billing and payments | Yes | Yes |
| Case management | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. | Case management covers clients, matters, email, documents, tasks, todos, notes, time, invoices, fees, expenses, trust, staff, and more. |
| Client intake | No | Yes |
| Client portal | Yes | The secure client portal lets firms specify what is viewable and for how long, and lets clients pay invoices directly in the portal. |
| Document automation | Yes | Yes |
| Founded | 2008 | 2008 |
| Free plan | No | Yes |
| Headquarters | Vancouver, British Columbia, Canada | Research Triangle Park, North Carolina, United States |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Listed integrations include Outlook, Word, Excel, QuickBooks, Google Calendar, Google Drive, CalendarRules.com, SoftFile.com, and the US Postal Service. |
| Time tracking | Yes | Yes |
| Trust accounting | Yes | Yes |
Plans
Clio Manage
- EasyStartPrice not published
- EssentialsPrice not published
- AdvancedPrice not published
- CompletePrice not published
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
HoudiniEsq
- Solo Practitioners LicenseFree
- The Cloud & Beyond$48 a month
- In-house Practice$21 a month
- In-house Enterprise$39 a month
- FREE Solo Practitioners LicenseFree
- In-house Practice$248 a year
- In-house Enterprise$464 a year
- The Cloud & Beyond$576 a year
In their own words
HoudiniEsq
HoudiniEsq is a legal practice management suite for handling matters, documents, communications, time, and billing. Available on the web, on-premise, or in the cloud, it brings together client and matter records, tasks, notes, invoices, fees, expenses, trust accounting, and staff information. The suite includes client intake, a client portal, time tracking, billing and payments, an email client, and an AI assistant. Users can create, edit, and annotate Word and PDF files in HoudiniEsq without Microsoft Word or Adobe installed. Workflow automation can prepare draft documents, send email and notifications, fill fields, and complete routine tasks. Custom forms, fields, types, subtypes, and project codes support configuration. Integrations include Outlook, Word, Excel, QuickBooks, Google Calendar, and Google Drive; the QuickBooks connector handles client details and financial and trust transactions. The free solo license is for one person working alone; adding users requires a multi-seat license. Listed paid plans are $21 a month, $39 a month, and $48 a month, each priced per user.