Clio vs Juris

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

Juris 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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Juris is an end-to-end solution to streamline the financial requirements of law firms and maximize profitability. It ensures that time is tracked and billable hours are maximized according to firm-specific rules. Firms can create standard or custom bills with prebill editing options. It also tracks accounts receivable with a comprehensive view of firm dues, payments and overall cash flow.

Its dashboard displays in-depth prebuilt or custom financial and performance reports. In addition to the core offering, firms can opt for its advanced suite add-ons for enhanced business intelligence, analytics and control. They can also opt for its mobile app to utilize its functionality anytime, anywhere.
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Live Online
Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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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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  • Get Granular Insights: Identify every possible room for improvement with ad-hoc financial and performance analytics. 
  • Maximize Billable Hours: Find more time to focus on billable activities by automating daily repetitive tasks. 
  • Increase Cash Flow: Supports multiple payment modes and customizable payment plans. 
  • Mobile Access: Stay connected to case information on the go with a mobile app for both iOS and Android operating systems. 
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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: Track billable hours and expenses with the timekeeping and billing portal. Automatically log all expenses for electronic billing, accounting and regular audit trails. 
    • Tailored Workflow: Redesign the workflow around employee time entries for improved firm efficiency. 
  • Billing Management: Process and send invoices tailored to the requirements of individual clients. Expedite billing and reduce accounting errors, write-offs, month-end disruptions and bad debt. 
    • Electronic Billing: Issue electronic invoices in accordance with industry regulations. 
    • Billing Reports: Run reports based on originating lawyer, billing lawyer, practice area, billing information, timekeeper and more. Get a comprehensive view of client matter inquiries. 
  • Accounting: Create and manage separate operating and trust accounts in accordance with industry guidelines. Automatically log all fees, cash expenses and non-cash expenses separately. The accounting tool provides support for billed, cash and accrual-based payment methods. 
  • Payables Management: Manage payables with the cash management tool. Identify problem suppliers from past transactions and assign maximum payment limits for defaulters. Generate on-demand checks and audit trails and simplify year end reconciliations. 
  • Conflict Checks: Check the integrated client and matter database for conflicts of interest in real time. Search the datasets by custom fields like matter, client names, addresses, note descriptions and more. 
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Product Ranking

#2

among all
Legal Software

#32

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
Good User Sentiment 24 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.

78%
of users recommend this product

Juris has a 'good' User Satisfaction Rating of 78% when considering 24 user reviews from 1 recognized software review sites.

4.6 (18)
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4.5 (243)
3.9 (24)
4.7 (1147)
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4.7 (27)
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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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User-Friendly Interface: Juris is praised for its intuitive design, making it easy for users to adapt to the system and perform tasks efficiently.
Real-Time Timekeeping: The software allows for immediate time entry, improving accuracy and efficiency in tracking billable hours.
Customizable Options: Juris provides flexibility with customizable features to tailor the software to specific firm needs.
Comprehensive Financial Tracking: Users appreciate the ability to manage timekeeping, billing, client fees, and costs all within a single platform.
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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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Cost: Juris can be expensive, especially for smaller firms or those with tight budgets.
Customer Support: Some users report delays in communication or difficulty getting timely support from Juris.
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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 Juris a jurisprudent choice for managing your firm's finances? Based on user reviews from the past year, Juris receives mixed feedback for its performance as a financial management software. Users praise its user-friendly interface for timekeeping, highlighting its ease of use for entering time contemporaneously with tasks, which enhances efficiency. The software's robust reporting and analysis capabilities, along with its secure database that prevents unauthorized alterations, are also commended. However, Juris faces criticism for its outdated appearance and basic reporting functionalities, limiting users' ability to perform in-depth data analysis. The lack of custom report creation further restricts users' flexibility in tailoring reports to their specific needs. Some users experience glitches when the software is left open for extended periods and express dissatisfaction with the inability to run multiple timers simultaneously. While Juris excels in timekeeping and billing, its limitations in reporting and data analysis make it more suitable for smaller firms or those with less complex financial management requirements. Larger firms or those requiring advanced reporting and analytical capabilities might find alternative solutions more fitting.

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