Clio Manage vs Osprey Approach
Clio Manage
clio.comOsprey Approach
ospreyapproach.comSide by side
| Figure | Clio Manage | Osprey Approach |
|---|---|---|
| Price from | — | £110/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 8 | 4 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 8.4 (#32) |
| API | Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. | Customer API access is available on Premium and Enterprise plans under Osprey's published API Terms. |
| Billing and payments | Yes | Yes |
| Case management | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. | Case management features include automated workflows, document management, legal form creation, and time recording. |
| Client intake | No | Yes |
| Client portal | Yes | The secure web portal lets clients view matter documents, emails, key dates, and workflow progress, and can let them sign DocuSign documents and submit enquiries. |
| Document automation | Yes | Yes |
| Founded | 2008 | 1988 |
| Free plan | No | No |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Listed integration partners include Microsoft 365, InfoTrack, DocuSign, Perfect Portal, Lexis Smart Forms, Minerva, Katchr, and TextAnywhere. |
| Mobile apps | Yes | Yes |
| Security | Clio states that data is encrypted with TLS 1.2 or higher in transit and AES-256 at rest, with regional AWS hosting and backups. | Osprey says its system is hosted in UK data centres and lists SSL encryption, firewall protection, and data syncing between two locations among its security services. |
| 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
Osprey Approach
- Advanced£110 a month
- Premium£140 a month
- EnterprisePrice not published
- Osprey ApproachPriced on request
In their own words
Osprey Approach
Osprey Approach has no write-up on Specifiction yet; its figures are above.