What is better Documate or Clio? When you compare Documate and Clio, you can actually see which Law Practice Management Software product is the better alternative. This guarantees that your business can get the most productive and useful application. You can examine the details, such as available tools, pricing, plans offered by each vendor, offer stipulations, and more
We also let you evaluate their overall scores to know which one seems to be more beneficial for your firm. Documate has 8.0 points for overall quality and 92% rating for user satisfaction; while Clio has 9.4 points for overall quality and 97% for user satisfaction. You can also check which software company is more reliable by sending an email request to both and find out which vendor replies faster.
We know that not all businesses have the time to examine a wide range of different products, so we created a list of recommendations that you may find useful. Our top choices for the Document Creation Software category are: LibreOffice, PandaDoc, iWork.
Documate offers three plans for users to choose from, including an enterprise pricing plan that enables you to build automated document workflows with dedicated support. Here are the details:
Lite – $99/month (at $83/month when billed annually)
1 template generator
10 document workflows
200 data fields/workflow
AWS dedicated instance
5,000 monthly emails
Storage limit – 500 GB
Standard– $199/month (at $165/month when billed annually)
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:
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
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Crowe Law Office, Monaghan Safar Ducham, Rubric Legal LLC
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
This is a comprehensive, easy-to-use cloud-based law practice management software. Clio helps lawyers and support staff better manage their day-to-day
operations, providing the necessary tools such as document automation, billing, calendars, Fastcase research, etc. It also provides a mobile app to allow continued efficiency even when on the go.
No Law Practice Management Software will be able to cover all the requirements of a specific team. Though main functionalities of Documate and Clio should matter you should also carefully explore the integrations provided by a given software. Quote frequently your team will already be using some other B2B software in your company and it’s definitely wiser to opt for apps that integrate well with each other. That way you can be certain of an effortless transfer of information between your teams and services, which can significantly reduce time spent on migrating between one service and the next.
Page last modified
Why is FinancesOnline free?
FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
