Clio Manage vs SimpleLaw Document Automation
Clio Manage
clio.comSimpleLaw Document Automation
simplelaw.comSide by side
| Figure | Clio Manage | SimpleLaw Document Automation |
|---|---|---|
| Price from | — | $3.25/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 8 | 7 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 8.9 (#12) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 8.5 (#12) |
| Client intake | No | Yes |
| Client portal | Yes | Clients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee. |
| Compliance | The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations. | SimpleLaw states that its portal complies with HIPAA requirements and describes its communications as encrypted according to GDPR legislation. |
| Document automation | Yes | It fills Word or PDF documents automatically from stored case data, custom fields, and intake information. |
| Founded | 2008 | LinkedIn lists 2005 as the company founding year, while SimpleLaw's own history says the product was introduced in 2013. |
| Free plan | No | Yes |
| Headquarters | Vancouver, British Columbia, Canada | LinkedIn lists the headquarters at Schaumburg, Illinois, United States. |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Document storage options include SimpleLaw servers, Dropbox, Google Drive, and Microsoft OneDrive. |
| Rating on G2 | 4.6 out of 5 from 997 reviews | 5.0 out of 5 from 1 review |
| Rating on GetApp | 4.7 out of 5 from 1,750 reviews | 4.9 out of 5 from 9 reviews |
| Rating on Software Advice | 4.7 out of 5 from 1,750 reviews | 4.9 out of 5 from 9 reviews |
| What it does | Clio Manage is cloud legal practice-management software for organizing firms, cases, clients, files, billing, payments and communications. | SimpleLaw is a cloud legal practice-management platform covering lead intake through matter resolution for law firms. |
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
SimpleLaw Document Automation
- Law FirmFree
- Up to 39 users$59 a month
- 40+ users$56 a month
- Annual attorney plan$39 a year
- Monthly attorney plan$49 a month
- 40+ users$56 a year
- Up to 39 users$59 a year
In their own words
SimpleLaw Document Automation
SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.