Clio Manage is a full-featured legal practice management software suitable for firms needing comprehensive tools for case management, billing, and client communication. UpCounsel is better suited for clients seeking to find and connect with vetted attorneys, offering basic tools for communication and document management.
| Attribute | Clio Manage Legal Practice Management Software | UpCounsel Attorney Marketplace |
|---|---|---|
| Case Management Features | Centralizes case details, deadlines, tasks, events, and communications in a dashboard. Allows collaboration, progress tracking, and organization. Link contacts, documents, calendar events, notes, time entries, and bills to cases. Automate tasks, access case details from anywhere, and add case information from existing software. | Details need further research. |
| Client Communication Tools | Includes a client portal for secure communication and real-time document sharing. Clients can track case statuses, send/receive communications, and upload documents via a mobile app. Supports secure messaging. | Centralized communication tools, message management, integration with Gmail, Yahoo, Outlook, time-tracked phone calls. |
| Time Tracking and Billing | Offers time tracking for billable and non-billable time. Simplifies billing workflows and invoicing. Features include automated time tracking, pre-billing, payment processing, and trust accounting. Create custom billing plans and payment methods. | Time tracking features, invoicing and spending management. |
| Document Management Capabilities | Provides cloud storage for documents with features like annotation and version history. Store various file types, create document templates with custom fields, and collaborate on documents. Integrations with Dropbox, Google Drive, and OneDrive are available. | Free document storage, e-signature tools, unlimited documents, version tracking, quick view and share. |
| Accounting and Reporting Features | Automates accounting processes, including trust accounting. Integrates with QuickBooks Online and Xero. Offers custom reports for insights into firm performance. | Receive, review, pay, and manage invoices, track spending. |
| Integrations with Other Software | Integrates with over 250 third-party applications, including QuickBooks Online, Microsoft 365, Google Workspace, Zoom, Microsoft Teams, and DocuSign. Provides an open API for developers. | Stripe, Verisign, connection with accounts payable team. |
| User Interface and User Experience | Known for its user-friendly and intuitive interface. The clean layout and customizable features make it easy to navigate and perform tasks. | Details need further research. |
| Mobile App Availability and Functionality | Offers mobile apps for both iOS and Android devices. Allows users to access case details, track time, and manage tasks on the go. | Details need further research. |
| Security and Data Privacy Measures | Uses 256-bit SSL encryption and offers two-factor authentication. McAfee Secure is used to protect data storage, and the privacy policy complies with the TRUSTe program. Complies with HIPAA regulations and offers a 99.9% uptime guarantee. | 256-bit SSL encrypted connection, keeps legal matters, communications, and documents safe, committed to protecting privacy. |
| Customer Support and Training Resources | Offers 24/7 email and phone support. Resources include a knowledge base, webinars, and onboarding assistance. Live onboarding sessions and training are available with the Advanced plan. | 24/7 support, 3-month Pilot Subscription with guidance, training, and support. |
| Attorney Matching and Vetting Process (UpCounsel) | Not available | Vets attorneys, verifies background and license, jobs only viewable by vetted lawyers. |
| Pricing | EasyStart: $39/user/month, Essentials: $79/user/month, Advanced: $109/user/month, Complete: $139/user/month | Free to find a lawyer, attorneys set own rates, UpCounsel charges a transaction fee, reduced client fees by 75%, flexible pricing models. |