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Compare Clio Manage and SmartAdvocate 
Featured Products
At a Glance
Market Segments
Small-Business (95.2% of reviews)
Small-Business (63.7% of reviews)
Entry-Level Pricing
$49.00 1 User Per Month
Starting at $1,995.00
Clio Manage
Star Rating
(829)4.7 out of 5
Market Segments
Small-Business (95.2% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansSmartAdvocate
Star Rating
(105)4.7 out of 5
Market Segments
Small-Business (63.7% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $1,995.00
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Clio Manage excels in overall user satisfaction, boasting a significantly higher G2 Score compared to SmartAdvocate. Users appreciate its intuitive interface, noting that it is "easy to learn and fairly clear on where to place specific information," which enhances daily usability.
- According to verified reviews, Clio Manage has a much larger volume of recent feedback, with 159 reviews in the last 90 days compared to just 2 for SmartAdvocate. This suggests that Clio Manage is actively used and continuously improved, reflecting a more current user experience.
- Users say that Clio Manage's cloud storage capabilities are a standout feature, allowing for a digital and paperless operation. One user highlighted, "I love the cloud storage capability of Clio Manage, allowing me to store everything in the cloud and access it anywhere," which is crucial for modern law firms.
- Reviewers mention that SmartAdvocate is user-friendly and offers excellent customer support, with one user stating, "Setting up a new case is easy and the customer support is fantastic." However, it faces challenges in overall satisfaction compared to Clio Manage, which may impact long-term user loyalty.
- Users appreciate the integrated communication features in Clio Manage, which facilitate collaboration within teams. One reviewer noted, "the integration allows everyone in the company to view each other's work," making it easier to track clients and cases effectively.
- According to recent feedback, while SmartAdvocate offers strong document management capabilities, Clio Manage's overall ease of use and setup is favored by users. They find Clio Manage's customization options beneficial, stating it is "easy to customize and search within," which enhances daily operations.
Pricing
Entry-Level Pricing
Clio Manage
EasyStart
$49.00
1 User Per Month
Track your time and get paid.
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
SmartAdvocate
Enterprise
Starting at $1,995.00
SmartAdvocate's installation on the client's server. Perpetual licenses with optional support and maintenance (software updates included).
- Server Version
Free Trial
Clio Manage
Free Trial is available
SmartAdvocate
No trial information availableRatings
Meets Requirements
8.8
587
9.2
76
Ease of Use
9.0
709
8.5
82
Ease of Setup
8.7
365
8.4
42
Ease of Admin
8.9
222
8.4
23
Quality of Support
9.2
557
9.1
79
Has the product been a good partner in doing business?
9.1
220
9.4
24
Product Direction (% positive)
9.2
584
9.7
71
Features by Category
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Filing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
8.4
15
Not enough data
9.1
15
Not enough data
8.9
15
Not enough data
Generative AI
5.5
13
Not enough data
6.0
13
Not enough data
Platform Content
8.3
15
Not enough data
8.5
14
Not enough data
6.9
15
Not enough data
Agentic AI - Legal Document Drafting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
8.8
15
Not enough data
6.3
13
Not enough data
8.3
13
Not enough data
Platform Basics
8.1
273
8.5
53
8.6
295
8.8
57
8.8
275
8.7
47
8.7
281
7.9
46
Content Management
8.3
283
9.0
55
8.5
281
8.4
51
8.5
284
8.8
55
Agentic AI - Legal Case Management
7.4
11
Not enough data
7.8
10
Not enough data
7.3
11
Not enough data
7.7
11
Not enough data
7.3
11
Not enough data
7.1
11
Not enough data
Platform Basics
8.2
264
Not enough data
8.8
270
Not enough data
9.0
255
Not enough data
8.7
260
Not enough data
9.0
270
Not enough data
Content Management
8.3
260
Not enough data
8.7
249
Not enough data
8.6
249
Not enough data
Time & Billing
9.2
269
Not enough data
8.9
261
Not enough data
9.1
266
Not enough data
Agentic AI - Legal Practice Management
7.0
16
Not enough data
7.0
16
Not enough data
7.8
16
Not enough data
7.0
16
Not enough data
7.5
16
Not enough data
7.4
16
Not enough data
7.4
16
Not enough data
Storage and Collaboration - Legal Document Management
7.4
21
Not enough data
7.3
22
Not enough data
7.8
21
Not enough data
7.8
22
Not enough data
Document Management - Legal Document Management
7.2
22
Not enough data
7.6
22
Not enough data
7.5
22
Not enough data
Analysis - Legal Document Management
7.1
22
Not enough data
6.4
21
Not enough data
Artificial Intelligence - Legal Document Management
4.4
17
Not enough data
Accessibility - Legal Document Management
6.8
19
Not enough data
Agentic AI - Legal Document Management
7.4
7
Not enough data
7.4
7
Not enough data
Sales Force Automation - Legal CRM
7.3
16
Not enough data
7.8
15
Not enough data
6.8
16
Not enough data
Platform Additional Functionality - Legal CRM
6.8
17
Not enough data
7.5
17
Not enough data
7.6
17
Not enough data
8.7
17
Not enough data
Marketing Automation - Legal CRM
7.5
17
Not enough data
7.5
17
Not enough data
Customer Support - Legal CRM
7.5
16
Not enough data
7.5
17
Not enough data
8.2
17
Not enough data
Platform Reporting and Analytics - Legal CRM
8.1
16
Not enough data
Agentic AI - Legal CRM
6.9
6
Not enough data
7.2
6
Not enough data
Agentic AI - Legal Billing
7.5
8
Not enough data
7.3
8
Not enough data
Categories
Categories
Shared Categories
Clio Manage and SmartAdvocate are categorized as Legal Case Management
Unique Categories
Clio Manage is categorized as Legal CRM, Legal Practice Management, Legal Document Management, Legal Document Drafting, E-Filing, and Legal Billing
SmartAdvocate has no unique categories
Reviews
Reviewers' Company Size
Clio Manage
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartAdvocate
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Law Practice
48.4%
Legal Services
43.6%
Accounting
2.2%
Higher Education
1.0%
Consulting
0.4%
Other
4.4%
Legal Services
50.0%
Law Practice
46.1%
Marketing and Advertising
2.0%
Higher Education
1.0%
Computer Software
1.0%
Other
0.0%
Discussions
What is Clio software?
2 Comments
SR
Clio is a legal support software that allows for the recording of various legal information (such as Client Contact, insurance information and medical...Read more
Does Clio do accounting?
2 Comments
BC
They are very clear that they do not do accounting, I suspect that when they integrated with QuickBooks they signed an agreement to not provide that service....Read more
What is the best way to learn more about SmartAdvocate?
1 Comment
Official Response from SmartAdvocate
Call us for a free, no obligation, web demonstration of SmartAdvocate!
1 (877) GET-SMART
1 ((877) 438-7627
You can also submit your information on our...Read more
will continued tips be given to users for the year 2021?
1 Comment
MB
Hi Carla, yes! Our Tip of the Week will continue to be sent weekly, and our monthly webinars will be offered through 2021, as well.
Thank you!Read more
Are you going to have local or regional representatives available for hands-on instruction in the near future?
1 Comment
AR
Yes, SmartAdvocate offers both onsite and remote training opportunities however, due to the current COVID situation SmartAdvocate has some travel...Read more
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