Clio Grow vs Everlaw

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Our analysts compared Clio Grow vs Everlaw 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 Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
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Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.

Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.
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Product Assistance

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

Product Insights

  • Strategic Automation: Leverage automated workflows for engagement agreements, emails and CRM. Pick and choose from a range of templates and customize them according to requirements. 
  • Easy Firm Collaboration: Connect with other legal practitioners through the Clio Referral Network. Refer cases to other lawyers and accept referrals while building a professional network. 
  • Seamless Data Sync: Sync with Clio Manage to directly access legal matters, contacts, bills, payments and time. Avoid repeatedly switching between platforms to save time and reduce errors. 
  • Streamlined Intake: Simplify the intake process using smart templates via the Quick Intake option. 
  • Multiple Integration Options: Strengthen CRM by integrating with Smith.ai and Lawlytics. 
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  • Easy to Use: Non-tech-savvy people can adopt the platform quickly thanks to intuitive UI and UX. 
  • Streamlined Document Management: Keep track of all documents and ensure availability using Bates numbering and document binders. Stack, tag and organize files according to the firm’s requirements. 
  • Quick and Simple Search: Along with filtering, labeling and tagging, save previous searches on search cards for fast and accurate results. Pull up documents based on codes, tags and labels. 
  • Rich Knowledge Base: Easily navigate the platform using training videos and tutorials. 
  • Scale With Custom Searches and Narratives: Adapt to different circumstances by building custom searches and narratives. Create compelling and versatile storyboards for deposition using AI-enabled visualization options. 
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  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
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  • Uploads: Upload data with simple drag-and-drop capabilities from both native and third-party sources like Dropbox, Google Drive, OneDrive, Google Vault and more. Review all documentation securely under one platform with dedicated support for various file types like spreadsheets, Slack messages, calendar invitations, Microsoft Teams data, videos, Encase archives and more. 
  • Search Optimization: Build extensive search queries for contacts, matters and documentation with stackable metadata, content and work-product filters to get smarter, faster and more accurate results. Automatically zero in on email communications and side conversations between specific people with the Smart Terms portal. 
  • Case Reviews: Streamline the review process of legal matters and documentation with an organized and controlled approach. Set viewership parameters and coding rules with dedicated review portals. 
    • Translation Services: Improve firm versatility with the foreign language translation extension capable of translating over 109 languages. Automate translation of legal matters without the integration of third-party tools or services. 
    • Redactions: Search legal documentation and automatically redact words, phrases, entire pages and patterns such as personally identifiable information (PII). State the redaction reason with customizable stamps and save time otherwise spent on the manual identification and redaction of documents. 
    • Transcription Services: Dig deeper into audio and video documentation with automatically generated transcription synchronized during playback. Manually search the transcripts or attach notes to timestamps for future reference. 
    • Coding Rules: Implement auto or conditional coding of documents that are contextually related to each other, such as duplicates or attachments. Increase review consistency, eliminate errors and speed up the process with coded legal documents. 
    • Review Assignments: Assign reviews to different members across a team through the review assignment portal. Track review progress, highlight particular review criteria and automatically assign dynamic reviews that update based on changes in data. 
  • Production Management: Automatically produce, save and back up an unlimited amount of legal documentation. Eliminate errors and streamline legal processes with customizable self-service protocol options and easy clawbacks. Share and export productions with secure, auditable sharing extensions. 
  • Advanced Analytics: Get detailed insights on legal matters, firm health and business processes with advanced analytics and reporting modules. Data visualization of standard and statistical data uncovers hidden information and predicts client requirements. 
    • Email Threading: Perform email reviews in threads without running additional scripts. The analytics portal eliminates duplicate emails, displays contextual information along with a matter, identifies inclusive emails and spots missing emails in complicated conversation threads. 
    • Data Visualization: Get a comprehensive 360-degree view of documents with interactive data visualizations. Explore document dates, metadata, contents, formats, review activity and more with customizable visualizations and metrics. 
    • Clustering: Automatically identify conceptually and contextually similar documents and combine them into large datasets with the clustering tool. Combine and study similar documents without any training, prior case knowledge or third-party resources like dictionaries and ontologies. 
  • Predictive Coding: Machine learning identifies the most important legal documents and case matters based on custom ratings, codes and attributes. Improve the predictive model by feeding weighted terms and important case matters to create a defensible model against which to test run arguments before trial. 
  • Storybuilding: The Storybuilder suite provides a complete, end-to-end set of post-review tools to manage litigations and investigations. Automatically organize the most important documents that reinforce the team’s case narrative in one environment without exporting and importing documents into other portals. 
    • Case Collaboration: Encourage team members to collaborate in real time under a single architecture already integrated with all case-related documents. Use the storybuilder extension to prepare coordinated case strategies, share review protocols, draft internal briefs and memos and more. 
    • Deposition Management: Coordinate with team members to prepare and execute completely digital depositions. Discuss ongoing depositions with team members in real time via a live chat tool. 
    • Deposition Transcripts and Testimony: Automatically create deposition transcripts and review, annotate, link to them all under one roof. Mark specific transcripts as key testimonies. 
  • Security: Ensure the security of staff, clients and legal matters. Secure data sharing, communication and document access from external and internal vulnerabilities. 
    • Communication Security: Maintain collaboration continuity among team members with the in-platform messaging tool. Protect all client and staff communication from security leaks. 
    • Sharing Security: Protect sensitive information by creating and sharing assignments, binders of documents, folders and more, with permission-based access. Share legal documentation only with case-related contacts. 
    • Permissions and User Groups: Assign groups with permission-based access to features and tools like codes, assignment groups and Storybuilder objects. Securely manage group permissions and monitor all activity logged in the system for suspicious behavior. 
    • Multi-Factor Authentication and Sign-On: Enforce multi-factor authentication for all staff on a database to prevent unauthorized access. Additionally, administrators can remove username and password-based access by enabling login through existing directory services like GSuite, Active Directory and LDAP. 
    • Location Whitelisting: Whitelist remote working environments based on IP address or country. Automatically deny access to the firm database when members ping location from unrecognized IP addresses. 
  • Matter Management: Create an unlimited number of projects from customizable templates and rename, suspend and delete them whenever required. Clone general settings, duplicate administrative tools, transfer work and find information across projects with correlated document sets. Analyze projects billable to anticipate monthly expenses. 
  • API Management: Build new applications or use integrated organization and project management tools. Securely connect applications to firm data using API keys and automate dashboard and report generation. 
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Product Ranking

#8

among all
Legal Software

#17

among all
Legal Software

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User Sentiment Summary

Excellent User Sentiment 1165 reviews
Excellent User Sentiment 275 reviews
94%
of users recommend this product

Clio Grow has a 'excellent' User Satisfaction Rating of 94% when considering 1165 user reviews from 2 recognized software review sites.

93%
of users recommend this product

Everlaw has a 'excellent' User Satisfaction Rating of 93% when considering 275 user reviews from 3 recognized software review sites.

n/a
4.6 (211)
4.7 (1147)
4.85 (40)
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4.8 (24)
4.7 (18)
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Awards

Clio Grow stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Everlaw stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
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Data Visualization: Storyboard and dashboard provide robust data visualization capabilities, according to 79% of users reviewing this feature.
Data Management: According to 83% of users, data management is one of the platform’s strongest suits — bolstered by binders, Bates numbering, filtering and tagging capabilities.
Functionality: 88% of users who mentioned this aspect said the system offers best-in-class functionalities for document review, disposition, production, time tracking and early case assessment (ECA).
Ease of Use: Regarding this element, 92% of users said that the platform is user-friendly and easy to navigate.
Training: 78% of users talking about training resources found the product training and knowledge base satisfactory.
Service and Support: 92% of users who reviewed this aspect were content with support responses and service costs.
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Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.
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A study of user sentiments did not reveal any major cons.
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Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably. Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success. In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

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Everlaw provides excellent data management capabilities as part of a legal practice management solution. It’s particularly beneficial to businesses that prioritize eDiscovery and production in their day-to-day services, such as firms dealing with personal injury and mass tort. The platform offers versatile core functions, such as time tracking, ECA and document review, making it suitable for both eDiscovery and case management. It has some of the best visualization tools, including storyboards, binders and custom tags and labels. Overall, the solution is a promising acquisition for firms that deal with a ton of data on a daily basis.

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