Clio vs Smokeball

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

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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Smokeball is a hybrid solution to manage various facets of a legal firm, including cases, billing, documents, clients and daily operations. It provides comprehensive billing including automated timekeeping & activity tracking, custom invoices, online payments and trust accounting. Users can create and manage legal documents and forms using over 20,000 forms, perform e-filing and request e-signatures. Assign, collaborate and automate tasks and workflows with smart reminders on priorities, events and deadlines, as well as increased visibility with convenient access to its intuitive legal calendar. It also provides centralized access to organize relevant legal case data and a secure portal to enhance client communication.

Its real-time reporting and dashboarding modules enable data-driven insights on business trends, performance, finance and profitability. It offers intuitive integrations with Lawpay, QuickBooks, MS Word and Outlook, and more. to enhance its billing, payment and management functionality. In addition to its user-friendly remote accessibility, its hybrid implementation enables both online and offline access. Firms are entitled to dedicated onboarding, training and support services.

Pros
  • User-friendly interface
  • Streamlined workflows
  • Strong document management
  • Good customer support
  • Mobile app available
Cons
  • Limited reporting
  • Costly for small firms
  • Inconsistent integrations
  • Learning curve for users
  • Occasional bugs
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$40/User, Monthly
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Tailored to your specific needs
$39/Month
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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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  • Easy Access to Information: Consolidate all case-related information, including documents, contacts, workflow and communication in a central hub. 
  • Requires Minimal Training: Minimize time spent on reskilling and training employees using the intuitive user interface and training materials. 
  • Automated Billing: Accurately track time and create bills for client work via the AutoTime module. 
  • Seamless Integrations: Integrate with all the popular apps like Microsoft Office, Outlook Calendar, Contacts, email clients and more. 
  • Matter-Specific Document Search: Easily locate particular documents and case files. Find documents used in specific contexts, depending on the firm’s requirements. 
  • Increased Productivity: Smokeball automates time-consuming tasks like document generation and billing, freeing up your time to focus on what matters most: serving your clients.
  • Improved Client Communication: Smokeball's secure client portal allows you to share documents, invoices, and other information with clients instantly, keeping them informed and engaged throughout the legal process.
  • Enhanced Collaboration: Smokeball provides a central platform for your team to collaborate on cases, share ideas, and track progress, streamlining your workflow and fostering a more efficient work environment.
  • Boosted Profitability: Smokeball's accurate time tracking and billing features help you capture every billable hour and ensure you are getting paid for all the work you do.
  • Reduced Costs: By automating manual processes and eliminating paper, Smokeball helps you save time and money, allowing you to reinvest those resources back into your business.
  • Improved Scalability: Smokeball grows with your firm, providing the tools and resources you need to manage your caseload effectively, regardless of size.
  • Enhanced Security: Smokeball's cloud-based platform is backed by robust security measures, ensuring your data is always safe and protected.
  • Peace of Mind: Smokeball's reliable performance and expert support team give you the peace of mind to focus on what you do best: practicing law.
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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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  • Time and Expense Tracking: Automatically track time spent on in-platform tasks, Microsoft Word and Microsoft Outlook and associate it with relevant legal matters. Prepare invoices for billable hours and run reports on profitability and productivity. 
    • Productivity Insights: Generate productivity reports by practice area, staff member and matter. Identify non-billable hours, potential issues and productive staff members to improve the firm’s bottom line. 
    • Automated Billing: Populate billing entries and send invoices directly from the time and expense tracking portal. Pull data from associated matters to automatically create customizable entries. 
  • Document Automation: Draft and edit documents automatically from the information stored in associated legal matters. Integrate with Microsoft Word to move documents and generate PDFs directly from the source. 
    • Document Standardization: Improve the firm’s standard documentation processes with smarter fonts, letterheads and state-prescribed texts. 
    • Form Library: Access over 17,000 public legal documents through the Law Firm Form Library portal. Organize the forms by matter, contacts and/or practice areas and search by keywords. Automate form retrieval processes with “If, Then Else” and “Ask” commands. 
    • Area Specific Automation: Populate legal documentation with information specific to the associated matter. Eliminate overlapping of data with over 250 unique practice areas to choose from. 
  • Client Portal: Smokeball Communicate provides clients with a simple messaging and file-sharing portal. Collaborate on cases, share updates and send files securely with multi-factor authentication and full encryption. 
    • Time Tracking: Automatically log all the hours spent on client correspondence to transform them into billable time. Concentrate all communication through a single portal to simplify tracking and billing. 
    • Communication Management: Directly turn messages into tasks. Manage all email correspondence, in-platform messages and in-app communications under the same roof. 
  • Electronic Filing and Signatures: Integrate with InfoTrack and DocuSign to attach signature clauses to documents. Additionally, insert text boxes, radio buttons, checkboxes and more. 
    • Document Status: Keep track of all the documents sent for signatures. Automatically save the signed documents alongside associated legal matters. 
    • Court Searching and Tracking: Utilize InfoTrack to run searches across PACER, state courts, Federal and Bankruptcy courts, and trial and appeal boards. 
    • Filing Resources: Fill out 1099S forms, sign IT Electronic Signatures and legally incorporate firms anywhere in the U.S. Electronically file documents directly from the relevant legal matter with automated expense tracking. 
  • Mobile Application: View and edit legal documentation, attend hearings, send emails and add billing entries from anywhere via the mobile app. Get a quick and clean overview of the legal calendar. 
  • Workflow Management: Assign tasks to team members and set multiple reminders for important events, dates and hearings. 
    • Workflow Automation: Set up standardized automated workflows for regular processes like client intakes, filings, closings and more. 
    • Next Step: Create a sequence of simple or multi-step tasks against each other for every legal matter. Set up prescriptive tasks, litigation reminders and drafting deadlines in advance. 
    • Daily Digest: Broadcast an email every morning to staff members with reminders of upcoming tasks and events. 
  • Case Management: Organize legal cases according to practice areas with matter-specific information. 
    • Digital File: Automatically structure all email correspondence according to associated matter. Staff members have complete access to every file relevant to their work. 
    • Data Structuring: Organize matter-specific information like emails, notes, documentation, billing information, contacts, case numbers and more under one file. Access files from any device with an internet connection. 
  • Email Management: Sort thousands of emails into relevant folders to simplify access by staff members. Integrate with Microsoft Outlook to save an unlimited number of emails, grouped together by associated matter. 
    • Email Time Tracking: Send and receive emails to automatically log billable hours through the time tracking extension. Draft an email via the toolbar to autofill the address bar. 
    • PDF Creation: Convert any document to a PDF file or combine multiple ones into a single PDF before sending an email attachment. 
  • Calendar Management: Create calendar entries and automatically link associated matter and client files to get a 360-degree view of legal cases. Sort the calendar by workweek, month and case timeline to always stay on top of obligations. 
    • Integration: Integrate with Microsoft Outlook to automatically track events and accepted invitations. 
    • Calendar Sync: Access everyone’s legal calendar to stay on top of important events and hearings. Automatically synchronize important dates and tasks across the entire staff’s calendars. 
  • Firm Insights: Use the firm insights dashboard to generate reports on matter-type profitability, referral revenue, real-time performance and more. Filter reports based on practice areas for greater insights and agile decision-making. 
    • Flexible Analysis: Combine time tracked and billing reports to get greater insights into non-billable hours, profitable practice areas, write-offs, discounts and productivity. 
    • Workload Analysis: Identify which practice areas need more work. Use the insights dashboard to evenly distribute the workload between attorneys, assistants and paralegals. 
    • Fixed-Fee Data: Adjust fixed fees, client expectations and staff workloads based on real data from firm insights that show the true cost of work performed for each client. 
  • Billing Management: Prepare custom invoices for firm activity traced by the time tracking portal. Interact directly with the relevant time entries to review and approve invoices. 
    • Integrations: The billing portal integrates with LawPay to process credit card payments and online transactions. Manage trust and operating accounts ethically and offer clients flexible payment options. Additional integrations include QuickBooks Online. 
    • Activity Codes: Create custom activity codes for similar time and expense entries to expedite data entry and billing. 
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Product Ranking

#2

among all
Legal Software

#31

among all
Legal Software

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Analyst Rating Summary

91
91
97
97
100
97
82
99
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Client and Contact Management
Integrations and Extensibility
Mobile Capabilities
Task Management
Matter/Case Management
Time and Expense Management
Dashboard and Reporting
Billing and Payments
Client and Contact Management
Matter/Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Clio
Smokeball
+ Add Product + Add Product
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 97 97 99 81 91 89 88 100 0 25 50 75 100
94%
0%
6%
94%
0%
6%
100%
0%
0%
100%
0%
0%
100%
0%
0%
92%
0%
8%
80%
0%
20%
100%
0%
0%
57%
0%
43%
79%
0%
21%
100%
0%
0%
89%
0%
11%
100%
0%
0%
89%
0%
11%
100%
0%
0%
83%
0%
17%
80%
0%
20%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

100%
0%
0%
86%
0%
14%
92%
0%
8%
83%
0%
17%

User Sentiment Summary

Excellent User Sentiment 1435 reviews
Excellent User Sentiment 747 reviews
93%
of users recommend this product

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

95%
of users recommend this product

Smokeball has a 'excellent' User Satisfaction Rating of 95% when considering 747 user reviews from 5 recognized software review sites.

4.6 (18)
4.9 (14)
4.5 (243)
4.8 (176)
4.7 (1147)
4.76 (189)
n/a
4.7 (179)
n/a
4.8 (189)
4.7 (27)
n/a

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

SelectHub research analysts have evaluated Smokeball and concluded it deserves the award for the Best Overall Legal Software available today. Smokeball stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award

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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Data Management: The platform’s data storage and organization capabilities are top-notch, according to 100% of users reviewing this feature.
Functionality: According to 91% of users who reviewed this aspect, the software offers various useful functions, including task management, case organization, accounting and AutoTime.
Ease of Use: 88% of users who mentioned this element said the solution is straightforward with an intuitive UI and robust knowledge base.
Integrations: 81% of users mentioning this aspect were satisfied with the variety and effectiveness of available integrations.
Service and Support: All the users who reviewed customer service mentioned that it’s responsive.
Automation: 75% of users who mentioned this element swear by the platform’s automation feature, especially document templates and automated emails.
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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: Smokeball's interface can be complex and require significant training, especially for users unfamiliar with legal practice management software.
Limited Customization: While Smokeball offers some customization options, it may not be flexible enough for law firms with unique workflows or specific needs.
High Cost: Smokeball can be expensive, especially for small law firms or solo practitioners.
Integration Challenges: Integrating Smokeball with other legal software applications can be challenging and may require technical expertise.
Limited Reporting: Some users find Smokeball's reporting features insufficient for generating detailed insights into firm performance.
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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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User reviews of Smokeball paint a mixed picture, highlighting both its strengths and weaknesses. While some users find it incredibly helpful for streamlining workflows and enhancing collaboration, others struggle with its complex interface and limited customization options. Positive reviews often praise Smokeball's ability to automate tasks, save time, and increase efficiency. One user remarked, "My billable hours increased by over 50% while my work hours remained the same!" Another noted, "Smokeball has made my job of opening new files and maintaining case information exceedingly easy." These comments highlight the software's potential to improve productivity and profitability, especially for busy legal practices. However, some users find Smokeball's steep learning curve and complex interface a significant drawback. One reviewer lamented, "It took me months to feel comfortable using all the features." Another commented, "The interface can be overwhelming, especially for users unfamiliar with legal practice management software." These challenges highlight the need for comprehensive training and support, which may be lacking for some users. Comparatively, users often cite Smokeball's robust security features and comprehensive functionality as key advantages over competitors like Clio and PracticePanther. One user noted, "I feel confident that my client data is safe with Smokeball's encryption and access controls." Another commented, "Smokeball offers everything I need to manage my practice effectively, from document creation to billing and reporting." These comments emphasize Smokeball's strong security and wide range of features, making it a compelling option for law firms seeking a comprehensive legal practice management solution. However, its higher cost compared to competitors can be a barrier for some. One user remarked, "Smokeball is a great program, but it's simply too expensive for my small solo practice." This highlights the importance of considering individual needs and budgets when choosing a legal practice management software. Overall, user reviews suggest Smokeball is a powerful and feature-rich legal practice management solution, but its complexity and cost may not be suitable for all users. Law firms should carefully weigh the software's strengths and weaknesses against their specific needs and budget before making a decision.

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