Clio Manage vs Rocket Matter
Clio Manage
clio.comRocket Matter
rocketmatter.comSide by side
| Figure | Clio Manage | Rocket Matter |
|---|---|---|
| Price from | — | $4.92/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 | 10 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 8.3 (#39) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 8.5 (#11) |
| API | Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. | Rocket Matter publishes a version 2.0 OpenAPI-described API with token authentication and endpoints covering clients, matters, documents, invoices, contacts, features and messaging. |
| Case management | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. | Case dashboards centralize matters, contacts, documents, tasks, billing and calendar information, with activity logs and customizable widgets. |
| Document management | Manage provides cloud document storage, document generation, e-signatures and court filing workflows. | Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices. |
| Founded | 2008 | 2008 |
| Headquarters | Vancouver, British Columbia, Canada | Boca Raton, Florida, United States |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. |
| Mobile apps | Yes | iPhone and Android apps provide matter data, billing, timers, expenses, document previews, uploads, push notifications and secure firm messaging. |
| Rating on Apple App Store | 4.8 out of 5 from 9K ratings | 1.4 out of 5 from 59 ratings |
| Rating on G2 | 4.6 out of 5 from 997 reviews | 4.3 out of 5 from 173 reviews |
| Rating on Google Play | 4.3 out of 5 from 746 reviews | 1.5 out of 5 from 29 reviews |
| Rating on Software Advice | 4.7 out of 5 from 1,750 reviews | 4.4 out of 5 from 211 reviews |
| Rating on TrustRadius | 8.2 out of 10 from 119 reviews and ratings | 9 out of 10 from 5 reviews and ratings |
| 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. | Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures. |
| Time tracking | Yes | The product provides timers, multiple concurrent timers, dashboards, manual entries and time capture from Outlook and OneDrive. |
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
Rocket Matter
- Core CRM$39 a month
- Essentials$59 a month
- Essentials$59 a year
- Pro$95 a month
- Pro$95 a year
- Premier$115 a year
- Premier$115 a month
- Elite$145 a year
- Elite$145 a month
- Enterprise CRM$147 a month
In their own words
Rocket Matter
Rocket Matter has no write-up on Specifiction yet; its figures are above.