Clio vs Litera

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Our analysts compared Clio vs Litera based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Litera Software Tool

Product Basics

Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused Clio Manage, client-facing Clio Grow or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues.

It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice.
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Litera offers a comprehensive suite of software solutions tailored for legal professionals, streamlining tasks such as document drafting, proofreading, and collaboration. This software is particularly well-suited for law firms and corporate legal departments due to its robust features that enhance efficiency and accuracy in legal documentation.

Key benefits include improved document quality, reduced risk of errors, and significant time savings. Popular features encompass advanced document comparison, metadata cleaning, and automated proofreading, which collectively ensure that legal documents are precise and professionally polished.

Users often highlight the intuitive interface and seamless integration with existing legal workflows as standout aspects. Compared to similar products, Litera is praised for its reliability and comprehensive functionality. Pricing varies based on the specific modules and number of users, typically structured on a subscription basis, which can be monthly or annually.

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$40/User, Monthly
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$195 Annually, Quote-Based
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • User-Friendly: Maximize ROI by reducing time spent on reskilling employees thanks to extensive training material and an intuitive UI. 
  • Automatically Perform Core Processes: Save time with purpose-built automation such as email scheduling, automated workflows, task assignments, email templates and more. 
  • Unlimited Cloud Storage: Store an unlimited number of case-related documents, audio and video files. 
  • Prompt Support: The technical support team provides quick responses. 
  • Comprehensive Mobile App: Offers on-the-go time tracking, business accounting and database access. 
  • Precise Dashboard Tracking: Track invoices, receivables, deadlines, tasks, staff performance and more in real time. 
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  • Increased Efficiency: Automate routine tasks such as document comparison and proofreading, allowing legal professionals to focus on higher-value work.
  • Enhanced Accuracy: Reduce human error with advanced tools that ensure documents are consistent and free of mistakes, improving overall quality.
  • Time Savings: Expedite document creation and review processes, significantly cutting down the time required to complete legal tasks.
  • Improved Collaboration: Facilitate seamless collaboration among team members with real-time document sharing and editing capabilities.
  • Compliance Assurance: Ensure all documents adhere to regulatory standards and internal policies, minimizing the risk of non-compliance.
  • Cost Reduction: Lower operational costs by streamlining workflows and reducing the need for manual intervention in document management.
  • Data Security: Protect sensitive information with robust security features, including encryption and access controls, to prevent unauthorized access.
  • Customizable Workflows: Tailor workflows to meet specific organizational needs, enhancing flexibility and adaptability in legal processes.
  • Scalability: Easily scale operations to handle increased workloads without compromising on performance or efficiency.
  • Client Satisfaction: Deliver higher-quality services faster, improving client satisfaction and fostering stronger client relationships.
  • Knowledge Management: Centralize and organize legal knowledge, making it easily accessible for future reference and decision-making.
  • Risk Mitigation: Identify and address potential risks early in the document lifecycle, reducing the likelihood of costly legal disputes.
  • Enhanced Reporting: Generate detailed reports and analytics to gain insights into workflow efficiency and identify areas for improvement.
  • Seamless Integration: Integrate with existing systems and tools, ensuring a smooth transition and minimal disruption to current operations.
  • Remote Accessibility: Access and manage documents from anywhere, supporting remote work and enhancing flexibility for legal teams.
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  • Client Management: Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. 
    • Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. 
    • Client Tracking: Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. 
    • Client Services: Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. 
  • Security: Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. 
    • Compliance: Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. 
    • Data Encryption: Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. 
    • Control Implementation: Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. 
  • Firm Insights: Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. 
  • Case Management: Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. 
  • Document Management: Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. 
  • Billing Management: Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. 
  • Contact Management: Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. 
  • Accounting: Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. 
  • Calendar Management: Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. 
  • Task Management: Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. 
  • Time and Expense Tracking: Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. 
  • Performance Management: Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. 
  • Legal Client App: Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. 
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  • Document Comparison: Quickly identify changes between document versions with a side-by-side comparison tool.
  • Metadata Management: Automatically clean and manage metadata to ensure confidentiality and compliance.
  • Template Management: Create, store, and manage document templates to maintain consistency and efficiency.
  • Collaboration Tools: Facilitate real-time collaboration with colleagues and clients through integrated communication features.
  • Version Control: Track document versions and maintain a comprehensive history of changes and edits.
  • Automated Proofreading: Utilize AI-driven tools to check for grammar, style, and legal-specific language issues.
  • Clause Library: Access a centralized repository of pre-approved clauses to streamline document drafting.
  • Integration with Legal Research Databases: Seamlessly connect with legal research tools like Westlaw and LexisNexis for efficient information retrieval.
  • Secure File Sharing: Share documents securely with built-in encryption and access controls.
  • eSignature Integration: Incorporate electronic signatures directly into documents for faster approvals and execution.
  • Customizable Workflows: Design and implement tailored workflows to match specific legal processes and requirements.
  • Compliance Monitoring: Ensure adherence to regulatory standards with automated compliance checks and alerts.
  • Data Analytics: Leverage analytics tools to gain insights into document usage, collaboration patterns, and workflow efficiency.
  • Mobile Access: Access and manage documents from any device with a responsive mobile interface.
  • Training and Support: Benefit from comprehensive training resources and dedicated support to maximize software utilization.
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Product Ranking

#2

among all
Legal Software

#24

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 97 100 82 62 98 100 100 79 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 1435 reviews
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93%
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Clio has a 'excellent' User Satisfaction Rating of 93% when considering 1435 user reviews from 4 recognized software review sites.

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Awards

SelectHub research analysts have evaluated Clio and concluded it deserves the award for the Best Overall Legal Software available today and earns best-in-class honors for Client and Contact Management, Mobile Capabilities, Task Management and Integrations and Extensibility. Clio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Client and Contact Management Award
Mobile Capabilities Award
Task Management Award
Integrations and Extensibility Award

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Synopsis of User Ratings and Reviews

Ease of Use: All the users who reviewed this aspect found the UI intuitive and easy to pick up.
Functionality: According to 73% of users reviewing capabilities, basic functions such as time tracking, accounting and document management perform satisfactorily.
Service and Support: 83% of users who mentioned this element said they’re satisfied with the customer support and response rates.
Task Management: Regarding this feature, 71% of users said the softwaremade task management easier.
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Streamlined Contract Management: Litera's contract management features help legal teams efficiently manage contracts, track deadlines, and ensure compliance. For example, users have praised the ability to easily redline contracts and track changes, which saves time and reduces errors.
Improved Collaboration: Litera's collaborative features allow legal teams to work together seamlessly on contracts and other legal documents. Users have highlighted the ease of sharing documents, tracking revisions, and providing feedback, which fosters better communication and teamwork.
Enhanced Security: Litera's robust security measures protect sensitive legal data. Users appreciate the peace of mind that comes with knowing their data is secure and compliant with industry regulations.
Time-Saving Automation: Litera's automation features help legal teams save time on repetitive tasks. Users have mentioned the ability to automate contract generation, clause libraries, and other processes, which frees up time for more strategic work.
Improved Efficiency: Litera's comprehensive suite of tools helps legal teams work more efficiently. Users have noted the ability to manage contracts, track deadlines, and collaborate on documents all within one platform, which streamlines workflows and reduces bottlenecks.
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Integrations: Integration options are limited and plagued with bugs, according to 60% of users mentioning this aspect.
Speed and Performance: According to 100% of users who reviewed this element, loading speed is slow, negatively affecting performance.
Reporting: 56% of users who reviewed this feature found that reports lack customizability.
Training: 80% of users found the training resources to be insufficient.
Cost: According to 80% of users who reviewed this aspect, the software cost is higher than its competitors.
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Steep Learning Curve: Users often find the software's interface and functionality complex, requiring significant time and effort to master. This can be particularly challenging for legal professionals who are already juggling demanding workloads.
Limited Customization: Some users have expressed frustration with the limited customization options available, making it difficult to tailor the software to their specific needs and workflows. For example, they may find it difficult to create custom templates or reports that align with their firm's specific requirements.
Integration Challenges: Integrating Litera with other legal technology tools can be a challenge, leading to data silos and inefficient workflows. This can be particularly problematic for firms that rely on a variety of software solutions to manage their operations.
Pricing Concerns: Some users have raised concerns about the pricing structure, which they perceive as being expensive, especially for smaller firms or those with limited budgets. This can be a significant barrier to adoption, particularly for firms that are already facing financial pressures.
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Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up. However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. Overall, Clio is an excellent package if you don’t mind paying a bit more and dealing with extended load times.

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Is Litera the legal software that's truly "lit" or just a legal disappointment? User reviews from the past year paint a mixed picture, with some users praising its robust features while others lament its clunky interface and steep learning curve. Litera's strengths lie in its comprehensive suite of tools, which can manage everything from document automation to contract lifecycle management. Users appreciate the ability to streamline workflows and centralize data, particularly for large law firms with complex needs. For example, one user highlighted how Litera's contract management module helped them reduce the time spent on contract review and negotiation, saving their firm significant resources. However, the software's complexity can be a double-edged sword. Many users find the interface cumbersome and difficult to navigate, especially for those unfamiliar with legal software. The steep learning curve can be a major hurdle, requiring significant time and effort to master the system. This can be particularly frustrating for smaller firms with limited resources and a desire for a more user-friendly experience. Litera's differentiating factor is its focus on legal professionals, offering specialized features tailored to the unique needs of the industry. This can be a major advantage for firms seeking a solution that understands their specific workflows and challenges. However, this specialization can also make it less appealing to firms outside the legal sector, who may find the software overly complex and expensive for their needs. Ultimately, Litera is best suited for large law firms with dedicated IT resources and a willingness to invest in training. These firms can leverage Litera's comprehensive features to streamline their operations and gain a competitive edge. However, smaller firms or those with limited technical expertise may find Litera's complexity and cost a significant barrier to entry.

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