Clio Manage vs PracticePanther
Clio Manage
clio.comPracticePanther
practicepanther.comSide by side
| Figure | Clio Manage | PracticePanther |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | Yes | 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) | 8.7 (#18) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 8.2 (#17) |
| API | Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. | The pricing page says users can connect with Zapier or use the API to integrate with other apps. |
| Billing and payments | Yes | Yes |
| Case management | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. | Its case management features track case details and documents, support custom workflows, and provide reports and tagging. |
| Client intake | No | Yes |
| Client portal | Yes | Yes |
| Document automation | Yes | Yes |
| Founded | 2008 | PracticePanther says it was founded in 2012. |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Listed integrations include Outlook, Gmail, MailChimp, OneDrive, Google Drive, Box, Dropbox, Google Calendar, QuickBooks, Zapier, and LawToolBox. |
| 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. | PracticePanther says customer data is encrypted at rest and in transit, stored on Microsoft Azure geo-redundant servers in the US, and protected with monitoring, access controls, and optional two-step authentication. |
| 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
PracticePanther
- Solo$49 a month
- Essential$69 a month
- Business$89 a month
- Business Pro$114 a month
In their own words
PracticePanther
PracticePanther is law practice management software combining case records, billing, payments, tasks, calendars, and business texting. Case tools track matter details and documents, with custom workflows, reports, and tags. Firms can bill hourly, by flat fee, or on contingency, create payment plans and invoices, and accept debit-card, credit-card, or eCheck payments. Document tools provide templates and cloud management with Dropbox, OneDrive, Google Drive, and Box integrations. Client-facing features include intake forms, a secure portal, and two-way texting. Listed integrations also include Outlook, Gmail, MailChimp, Google Calendar, QuickBooks, Zapier, and LawToolBox, with API access for other connections. Plans start at $49 a month per user, and a seven-day trial needs no credit card. Every plan includes iPhone, iPad, and Android apps. Business Pro adds trust and operating accounting, reconciliation, and general-ledger, accounts-receivable, and expense management.