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Compare Clio vs Project Insight

What is better Clio or Project Insight? You have such a huge number of Project Management Software alternatives in today’s market that deciding on the best product is often frustrating. On our comparison page, you can actually evaluate the tool, pricing conditions, available plans, and more details of Clio and Project Insight. You can examine their score (8.6 for Clio vs.

7.5 for Project Insight) and user satisfaction level (97% for Clio vs. 100% for Project Insight). The scores and ratings provide you with a solid idea how both these software products perform. Additionally, check if the solution can integrate with the company’s current business apps to guarantee greater productivity.

Our experts made sure to review all popular Law Practice Management Software services offered out there, but among them these three caught our special attention: PracticePanther, Clio, MyCase.

Clio

vs

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $39

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Document automation
  • Bank-grade security
  • Time Tracking
  • Billing
  • Legal Accounting
  • Calendars
  • Fastcase Research
  • Integrations
  • Mobile App
  • Matter Management
  • Trust Accounting

Pricing Info

Clio offers three product plans to cater to varying needs and budgets of law offices. A free trial with no credit card require is also offered for law offices that want to take Clio for a test drive.

Starter Plan – $39/user/month (billed annually) or $49 (month-to-month)

  • Basic package loaded with essential tools including:
  • Performance dashboard
  • Responsive, multi-channel support
  • Custom invoices and templates
  • Time tracking
  • Secure client portal: Clio Connect

Boutique Plan – $59/user/month (billed annually) or $69 (month-to-month)

Next-level package that carries all Starter plan features plus:

  • Accounting integrations
  • Custom fields
  • UTBMS coding
  • Zapier integration
  • API access
  • Data escrow
  • Sortable custom fields
  • Alternative free billing
  • Payments

Elite Plan – $99/user/month (billed annually) or $109 (month-to-month)

The top choice for the modern law office. Includes all Boutique plan features plus:

  • Priority Support
  • Originating Attorney Revenue report
  • Court calendaring rules
  • Matter Budgets
  • Campaign Tracker

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Crowe Law Office, Monaghan Safar Ducham, Rubric Legal LLC

Integrations

Clio supports integrations with the following business systems and applications:

  • Zapier
  • AgileLaw
  • Box
  • Chrometa
  • Click to File Timer
  • Click to File for Outlook/Mac Mail
  • DirectLaw
  • DomainSkate
  • Dropbox
  • FamilyLaw.DivorceHelp123
  • Fastcase
  • gUnify
  • Intake123
  • InvoiceSherpa
  • JurisPage
  • Lawdingo
  • LawPay
  • Lexicata
  • Plain Legal
  • PromptAppointment
  • My Legal Briefcase
  • QuickBooks
  • RightSignature
  • Smokeball
  • Traklight
  • Viewabill
  • Xero
  • NetDocuments

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Clio is a comprehensive, yet easy-to-use cloud-based law practice management software.

Company Email

support@clio.com

Contact No.

Company's Address

Canada Way Business Park
300 - 4611 Canada Way
Burnaby , BC , V5G 4X3

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $45

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • APIs
  • Auto-Alerts
  • Baselines
  • Billable and Non-Billable Work Items
  • Budgeting and Costing
  • Calendars
  • Collaboration
  • Cross-Project Resource Allocation
  • Custom Fields
  • Customization Capabilities
  • Data Import/Export To MS Projects
  • Document Management
  • Email Notifications
  • Executive Dashboards
  • Expense Tracking
  • File Sharing
  • Financial Indicators
  • In-Line Editing
  • Intelligent Project Scheduling
  • Interactive Gantt Charts
  • Issue Tracking
  • Mobile App for iPhone and Android
  • Permissions and Security
  • Personal Calendars
  • Personalized Dashboards
  • Professional Services Management
  • Project Percentage Completion Reporting
  • Project Portfolio Management
  • Project Scheduling
  • Project Scorecards
  • Project Templates
  • Real-Time Team Updates
  • Resource Management
  • Risk Management
  • Scheduling
  • Task Management
  • Time and Expense Entry
  • Time Tracking
  • To-Do’s
  • Version Control
  • Work Management
  • Workflow and Approvals

Pricing Info

Project Insight offers different enterprise pricing plans for teams of all sizes.

PI#team™ – Free Forever

This plan is created for simple teams. It is inclusive of the following features:

  • Unlimited Users
  • Basic functionality
  • VirtualPM™ for Slack
  • SaaS/mobile friendly
  • Online help
  • Paid Add-Ons Available

PI#business™ – $45/power user/month

This plan is created for small teams. Available for billing on a monthly or yearly basis, it is inclusive of the following features:

  • Minimum of 5 users
  • Free 7 day trial
  • Core features
  • Add-Ons
  • VirtualPM™ for Slack
  • SaaS/mobile friendly
  • Online help

PI#enterprise™ – $65/power user/month

This plan is created for large teams. Available for billing on a yearly basis, it is inclusive of the following features:

  • Minimum of 5 users
  • Free 7 day trial
  • All Features
  • Add-Ons
  • VirtualPM™ for Slack
  • SaaS or on premise
  • One-on-one support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

University of Kentucky Healthcare, ICU Medical, and Avaya

Integrations

Project Insight has a robust REST API that lets it integrate with a large number of applications and business systems. Among the many platforms it can support are:

  • BOX
  • Microsoft Office
  • Microsoft Outlook
  • Quickbooks
  • JIRA
  • Salesforce
  • Microsoft Project
  • Slack
  • Azure Devops
  • Zendesk
  • G-Suite
  • Trello

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An enterprise web-based project management software that is easy to use and offers powerful features for project managers.

Company Email

info@projectinsight.net

Contact No.

Company's Address

230 Commerce, Suite 285
Irvine, CA 92602
USA

PracticePanther

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.5

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19.50

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Secure Client Portal
  • Unlimited Data Storage
  • Money-Finder Report
  • Online Payment Processing
  • iPhone, iPad, & Android Apps
  • Internal Chat With Your Team
  • Daily Agenda Emails
  • Zapier Integration
  • UTBMS Coding & LEDES Billing
  • Quickbooks Accounting Integration
  • Two-Way Calendar & Email Sync
  • Trust Accounting
  • Real-Time Notifications
  • Custom Fields
  • API Access
  • Legal Billing
  • Legal Calendar
  • Legal Case Management

Pricing Info

PracticePanther has four pricing options and you can immediately start for free. Here are the details of the plans:

Solo – $19.50/user/month (for 3 months)

  • Internal Chat
  • Real-Time Notifications
  • Daily Agenda Email
  • Document Templates
  • Task & Event Workflows
  • QuickBooks & PantherPayments

Essential – $29.50/user/month (for 3 months)

  • Internal Chat
  • Real-Time Notifications
  • Daily Agenda Email
  • Document Templates
  • Task & Event Workflows
  • QuickBooks & PantherPayments
  • Custom Fields
  • Custom Security Roles
  • Invoice Read Alerts
  • Multiple Bank Accounts
  • Check Printing
  • Email & Calendar Sync

Business – $39.50/user/month (for 3 months)

  • Internal Chat
  • Real-Time Notifications
  • Daily Agenda Email
  • Document Templates
  • Task & Event Workflows
  • QuickBooks & PantherPayments
  • Custom Fields
  • Custom Security Roles
  • Invoice Read Alerts
  • Multiple Bank Accounts
  • Check Printing
  • Email & Calendar Sync
  • SMS Alerts & Intake Forms
  • Flat Fee Billing
  • Attorney Revenue Report
  • Free Data Migration
  • Unlimited Training & VIP Support
  • Zapier, API, & Calendar Rules

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

JL Walker Law, Markowitz Law Firm, Legal Consolidated Barristers

Integrations

PracticePanther integrates with the following business systems and applications:

  • Gmail
  • Outlook
  • Microsoft Office
  • Office 365
  • Google Calendar
  • Microsoft Exchange
  • Dropbox
  • Paypal
  • Authorize.net
  • QuickBooks
  • Stripe
  • LawPay
  • Box
  • Mailchimp
  • CourtRules
  • Zapier
  • Dropbox
  • Box
  • Google Drive
  • Microsoft OneDrive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A management and billing software that offers a powerful and easy to use all-in-one solution for the legal field.

Company Email

info@practicepanther.com

Contact No.

Company's Address

1521 Concord Pike #303
Wilmington, DE 19803
USA

It may not always be enough to simply compare Clio and Project Insight with one another. Although specific tools, cost and customer experience are all crucial and should be taken into account when making a final choice, you should also check out the recognition and awards won by every app. Frequently a less known solution may turn out to be an amazing choice that was distinguished with B2B awards such as our Experts’ Choice Award which reveals that despite smaller market popularity it’s a worthy rival to the solutions that dominate the market.

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