Lawyer Software

Clio's competitors outperform Clio in terms of important features and making those features work properly. When we request for Clio to fix clunky parts of their program, the response is simply that features are improved based upon how many requests they have for improvements yet Clio creates additional cost features annually. For example:

1. While Clio does have a communications portal for clients and office team members, it lacks common sense features such as the ability to leave internal messages or messages from clients as "unread" and still in bold font-so they just about disappear with the other messages. This is a common feature that should be fixed. This is a huge time waster.

2. Within Clio Grow (the CRM for potential clients), team members are not alphabetized so when trying to set a task for potential clients I have to scroll through over 30 team members who can only be sorted by the date that they were hired slashed entered into the Clio program. It's an aggravating waste of time. I don't understand why Clio can't fix this.

3. Jack Newton, the Clio CEO advocates for alternative billing arrangements such as flat fee billing but, the Clio dashboard is based upon billable hours for productivity. We are flat fee billing firm because clients prefer that. Why can’t we have a dashboard that’s based on flat fee billing like Jack recommends?

4. Clio has a rudimentary kanban board called "Matter Stages," that is useless because it only allows for attorneys but not paralegals to be assigned to the matters. It's unclear why this hasn't been fixed. Certainly Clio knows that paralegals, and not just attorneys would like to use this feature. We have to buy a separate program and make it connect to Clio using another program and that’s a lot of money being wasted.

5. Clio charges for bookkeeper to have a license rather than offering this without charge. Of course, the bookkeeper is not using the vast majority of features, they use the billing and financial portion of the program which is very limited. I don't understand why Clio is charging full price for this when other firm management programs don't charge for this at all.

6. Clio says that they improve the program based upon requests from their users but, their "Big Improvements" seem to be based on AI and are only available at an very expensive extra charge.

7. We have to pay for a subscription for a reporting program that pulls data from Clio because the reporting that Clio offers is insufficient.

8. Clio is already expensive compared to its competitors and it's hard to switch to a new case management software when you have a relatively large team like we do (33 users). I would not complain about the cost of Clio if they would fix their features. Review collected by and hosted on G2.com.

Clio is similar to other case management software but, because it's so widely used we can now farm out our billing and bookkeeping to experts who know how to use Clio. Review collected by and hosted on G2.com.

I must confess that in recent times I have not at all enjoyed the new updates or editions to its software. Its newer updates have added unnecessary cluttering tabs and options. The software itself has become slower; as I mentioned in my likes- it is so important to me to have multiple tabs open to work most efficiently. Although NEOS is still powerful, I confess that it is slightly weaker than older models. I have not had the most reliable costumer support unfortunately as well. I wish there was a more direct way to access and communicate our concerns. Review collected by and hosted on G2.com.

The main "problem" Neos would be solving is inefficient case management and handlining. Without the NEOS system,, our workload would be quadrupled, easily. The storage, ease of access and file access of NEOS all contribute to the solution of this "problem". Review collected by and hosted on G2.com.

In my work, it has to improve in reporting and analytic capabilities, especially access to structured exports, APIs, or audit logs for deeper analysis. Better integration options with data pipelines and more granular metadata around documents and workflows would also make it easier to track, monitor, and automate legal data at scale. Review collected by and hosted on G2.com.

I use Legistify to manage legal documents and compliance efficiently. It simplifies legal workflows, saves time, and organizes multiple processes on an easy platform, reducing effort spent on legal documentation. Review collected by and hosted on G2.com.

My main complaint is when I put an event on my calendar using my app, my paralegal cannot see it on her end. I have to go into My Case on a laptop and assign a color to the event before it shows up on my paralegal's calendar. It is just annoying. I also wish you could do more financially on the app. Review collected by and hosted on G2.com.

Billing would be a nightmare without My Case and it has just overall worked very well for me and my paralegal. We have a largely remote work environment and My Case has helped us keep connected even while out of the office. My clients have overall had great things to say about their experience using My Case. Review collected by and hosted on G2.com.

I have no issues with LawPay as of today. Review collected by and hosted on G2.com.

We no longer have issues receiving delayed payments from clients. LawPay is fast and easy for clients to pay us. In turn, we receive most of our payments in a timely manner. Review collected by and hosted on G2.com.

While Smokeball is very helpful overall, some features come with a learning curve at first, especially when it comes to customizing templates. At times, the system can lag, and certain tools feel more complex than necessary for simpler tasks. More flexibility in customization and reporting would make the platform even stronger. Review collected by and hosted on G2.com.

Smokeball addresses the challenge of disorganized case management by bringing all case-related information into a single platform. It reduces the administrative burden by automating time tracking, document creation, and other routine tasks, which helps maintain accuracy and consistency. As a result, I spend less time on administrative work and more time focusing on substantive legal matters and supporting our clients. Review collected by and hosted on G2.com.

There are some things that litify can do and from my understanding its in the works. We file alot of documents to the court and if we can implement a few of those options into litify to be able to file within litify that would save us alot of time and problems. Alot of the time the court sites are down and cannot file but having this feature would be the best thing. Review collected by and hosted on G2.com.

theres a feature we use called round robin and right now it may not be working properly but it will benefit once its up and running. Review collected by and hosted on G2.com.

Setting panel access is not available in the mobile app Review collected by and hosted on G2.com.

I use RazorLex Law Practice Management Software for managing timesheets and billing. It allows me to configure the application for management needs in a law firm, handle email settings, notifications, and maintain role-based application settings. Review collected by and hosted on G2.com.

Within the feature of "Client Portal by Filevine" you cannot create message templates as these are useful for maintaining client communication at the best level, it would be great if Filevine starts implementing just that. Review collected by and hosted on G2.com.

It's currently taking away additional efforts to compile documentation prior sending a demand, it allows our firm to keep track of every expense and allows us to maintain accurate reports.

With Filevine AI we no longer have to worry about reviewing Medical Records or Police reports, AI creates A Medical Summary allowing me the opportunity to focus on more details in less time to prepare for a demand, Demands AI is also making me to get rid of paying others for prepare a demand, I now can trust in Demands AI by Filevine to prepare a demand package that previously could´ve taken me 4 -8 hrs to prepare to only less than an hour. Review collected by and hosted on G2.com.

After using the system for almost 10 years, I have not found a huge downside. Occasionally, the timer will rest itself back to zero on the app. Review collected by and hosted on G2.com.

All of my billing is done through Practice Panther, and the client portal is great for sending and managing client sensitive information (death certificates, social security numbers, bank accounts, etc.). Review collected by and hosted on G2.com.

I really have no complaints about Tabs3 Software. Review collected by and hosted on G2.com.

Tabs3 is constantly pushing out new software or improving what they already offer. For example, Tabs3 Pay is now available and included in our subscription. Instead of using and paying another company to process online payments; you can now process those payments within the Tabs module. We will be making the switch from our current vendor to Tabs Pay. Review collected by and hosted on G2.com.

It did not seem that it took you through all the steps when setting up the account. I had to go back twice to add additional information. however, it was not difficult Review collected by and hosted on G2.com.

doing bankruptcy cases without extra help Review collected by and hosted on G2.com.

I have nothing negative to say about Actionstep (so far) Review collected by and hosted on G2.com.

Documenting email correspondence between us and our clients Review collected by and hosted on G2.com.

I would like to be able to create a chatbot to simulate conversations with prospective clients. And also do a little bit of a better job on their document generation. no chat bot built in, but integrates with intaker, which integrates well and creates matters automatically. Review collected by and hosted on G2.com.

Lawmatics allows me to keep everything in one place and create templates to quickly draft documents I regularly file for clients. built in billing is a huge plus and I am able to save money not having a different program to use and pay for Review collected by and hosted on G2.com.

It would be good to be able to drag my time in batches to make just one time slot for a client. So say if I've worked five minutes here, thirty minutes there, ten minutes there, it'd be great to select those three time slots and make them just one entry that will go over to Xero projects. Review collected by and hosted on G2.com.

Memtime saves me from writing Post It notes for tracking time and transferring it into Xero, making time management more efficient. Review collected by and hosted on G2.com.

Although Amberlo meets my expectations and I generally find it very easy to use, there are a few minor elements that could be refined in the future. At times, one would wish for some functions to load a bit faster, especially with a larger amount of data. It would also be useful to have a few additional options for customizing views, which would allow for even better adaptation of the program to one's own work style. However, these are rather minor suggestions than actual drawbacks, as the system operates stably on a daily basis and fulfills its role without any reservations. Review collected by and hosted on G2.com.

Amberlo primarily solves the problem of information dispersion and the necessity of using many different tools. By integrating case management, documents, clients, scheduling, time tracking, and invoicing in one place, it eliminates organizational chaos and the risk of errors. The program also improves internal communication and allows for quicker access to necessary information, resulting in real time savings. Automatic time tracking, document generation, and quick invoicing eliminate repetitive, manual tasks. As a result, work becomes more organized, faster, and efficient, allowing the user to focus on the substantive part of their activities instead of administration. Review collected by and hosted on G2.com.

I would like to know what phone number clients receive messages from. Sometimes, if people block their phone number, I'm not aware if they are not receiving messages. And I would like to have a notification sound when a message is sent. Review collected by and hosted on G2.com.

I use Case Status to securely send messages to clients, easily upload and link documents to cases, and ensure my team has access. It's safe and not reliant on phones, boosting communication and document management. Review collected by and hosted on G2.com.

The only downside I could think of is not being able to share the insurance with matters that are apart of the case. It feels repetitive to put the same insurance in 3 different cases rather than having a button that shares it with all three like how you can share documents and notes. Review collected by and hosted on G2.com.

CloudLex solves major challenges related to disorganized case materials, manual workflows, and difficulty keeping teams aligned. By centralizing documents, deadlines, communication, and case updates in one system, it eliminates the chaos of searching through emails and spreadsheets. The platform streamlines personal-injury workflows so each phase of a case moves forward smoothly without extra oversight. It also improves collaboration, giving everyone real-time visibility into case progress and responsibilities. Automated reminders and deadline tracking reduce the risk of missed tasks or statutes. Overall, CloudLex makes organizing and managing cases far more efficient, accurate, and stress-free. Review collected by and hosted on G2.com.

There is still some information (I think around criminal history) that isn't automatically added to the form addendums and needs to be updated manually. I hope this will be addressed in future release. Review collected by and hosted on G2.com.

It saves time by allowing us to complete questionnaires that populate multiple forms. We're about to start using the eFiling module and anticipate even more efficiency in our processes. This software has already resulted in significant time savings, and we're optimistic about further benefits as we explore more of its features. Review collected by and hosted on G2.com.

There are still some AI features that needs to be upgraded. Review collected by and hosted on G2.com.

CasePeer integrates seamlessly with tools like LeadDocket, Zapier, and e-signature platforms, which has streamlined our workflows and reduced friction between marketing, intake, and legal teams. Automated task management and clean reporting ensure no lead falls through the cracks—critical for high-performing campaigns.

If you’re a personal injury law firm that takes marketing seriously and wants real accountability from click to signed case, CasePeer is a must-have. Highly recommended. Review collected by and hosted on G2.com.