Filevine vs. Clio

Stay on top of tasks with automated task flows and deadline chains to ensure nothing slips through the cracks. Manage your workload through an integrated Tasklist where you can set deadlines, change assignments, filter your work, and more. Filevine’s communication tools allow you to collaborate on task assignments in real-time.

Moving cases forward in Clio requires some manual effort, with “cascading” or “triggered” task flows only allowing for descriptions of the next task rather than initiating it and automatically assigning it. With Filevine, you can easily attach documents to tasks so you don’t have to go searching, unlike with Clio where a single task likely takes several more steps to complete.

Filevine emphasizes client connection more than any other legal management solution. Filevine makes it easy to send and receive text messages directly with clients from within their project or case file. Reply with a comment, send and receive documents over text, and run client contact reports to stay on top of your call lists.

The Clio Client Portal is an additional charge that comes only once customers sign up for the Boutique package or above, allowing firms to share information with their clients directly. With Filevine, client communication isn’t an add-on cost. The firm remains in control of how much and when client communication is needed.

Filevine’s deep reporting engine lets you create and manage unlimited custom reports that tell the story of your law firm. Check for missing SOL’s, monitor employee productivity, compare marketing expenses to growth, and much more.

Clio only has seven basic reporting categories, unlike the custom reporting abilities that set Filevine apart from almost every other platform. Note that Clio also requires the use of Excel pivot tables for customization.

Filevine’s native Document Management suite can compete with the best stand-alone solutions, with easy ways to organize and collaborate on files, plus unlimited storage. OCR technology indexes the contents of your documents — even scanned documents, images, or faxes — so you can find them fast.

Clio Drive is an enhancement to document management systems within Clio Manage and allows you to pull documents to attach to emails and other areas of cases. Compared to Filevine, it leaves something to be desired in terms of seamless document management and custom templates.