# Compare Clio vs SmartAdvocate 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Clio and SmartAdvocate based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105428-131579/Clio-vs-SmartAdvocate --- # Clio vs SmartAdvocate Features and Cost Comparison Last updated May 19th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ClioSmartAdvocate2/4 selected [Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,725)](https://www.capterra.com/p/105428/Clio/reviews/) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) [## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,725)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $49.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.6 Customer Service 4.7 Reviews Sentiment Based on [1,725 reviews](#user-reviews) Positive 1,627 Neutral 50 Negative 48 [## SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) Starting Price $109.00/month Value-for-Money 4.6 Functionality 4.7 Ease of Use 4.6 Customer Service 4.6 Reviews Sentiment Based on [125 reviews](#user-reviews) Positive 121 Neutral 3 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 4,104 reviews from legal case management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 88%Fit Feature ratings Client Management 4.7 Document Management 4.3 Billing & Invoicing 4.5 Case Notes 4.5 Task Management 4.3 74%Fit Not enough reviews Feature ratings Client Management 4.8 Document Management 4.7 Billing & Invoicing \-- Case Notes 4.9 Task Management 4.7 User satisfaction User satisfaction 4.7 User reviews[1,725](https://www.capterra.com/p/105428/Clio/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.5 Customer support 4.7 User satisfaction 4.7 User reviews[125](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) Ease of use 4.6 Functionality 4.7 Value for money 4.6 Customer support 4.6 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from $109Per User, Per Month - Free version - Free trial Best for Best for Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals Best for SmartAdvocate is used by law firms, personal injury attorneys, mass tort lawyers, workers compensation specialists, veterans affairs attorneys, and legal professionals. ## User reviews Pros & cons Matthew W. Founding Partner > "Clio's robust search field allows you to easily scan your existing legal universe to reference documents and information, and you can create..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143879) VR Verified Reviewer Managing partner > "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of a..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793) TP Timothy P. Attorney > "Clio does an excellent job of combining case management, billing, calendaring, document storage, client communication, and task management into one..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7147048) TG Tania G. Paralegal > "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409) RA Rendi A. Attorney > "The platform handles the core functions I need well: case management is intuitive, the document drafting and template features have genuinely..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) JP Jay P. Attorney > "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) Stephanie A. Office Manager > "I can manage cases, documents, emails, and billing without jumping between a bunch of different systems, which makes my day run a lot smoother." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) MD Megan D. COO > "A few frustrations - like most platforms, it is geared toward firms that bill by the hour and we do not." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) KA Keirsten A. Client Care Coordinator > "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is going on..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) RM Ryan M. Attorney at Law > "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003) KA Keirsten A. Client Care Coordinator > "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) VR Verified Reviewer Principal Lawyer > "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d strongly..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) CP Christopher P. Attorney > "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235) VI Vanessa I. Legal Assistant > "I do not like how it does not alert when there are duplicate entries." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) Julianna D. Paralegal > "It's easy to use, houses all of our client information and document storage, houses our calendar and allows for easy management of multiple..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149279) VW Victor W. Office Manager > "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799) MD Megan D. COO > "It connects with a lot of the other tools firms already use, which helps avoid having everything live in separate systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) RO Rochelle O. CEO > "For smaller firms it because cost prohibitive to use all of the options." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149054) RA Rendi A. Attorney > "Overall, Clio has been a solid investment for my practice. Since implementing it seven months ago, it's become central to how I operate, from..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) JC Josue C. Founding Partner > "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) Douglas M. Founding Attorney > "Even though there is a learning curve, I was able to navigate the billing process and accounting before I even took the training course." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) Lisa S. Partner > "Also, sometimes the launcher does not work, and I have to download the document sought to revise it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804) EC Elizabeth C. Support Staff > "The ease of keeping everything in one place—cases, documents, and client communication—has been the most valuable part of using Clio." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144362) CV Carolina V. CFO > "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388) DY Deborah Y. Partner > "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) CF Cara F. Solicitor > "Communications are also a bit hard to navigate through." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144995) RA Rendi A. Attorney > "It's made me more efficient and reduced the errors that come from manual data entry and disjointed systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) JK Jenifer K. Billing Administrator > "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075) MD Megan D. COO > "It is a strong platform for firms that want to stay organized, improve client experience, and centralize operations." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) AD Ashley D. Attorney > "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679) JC Josue C. Founding Partner > "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) LG Laura G. Paralegal > "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130) Sarah G. Owner > "I do marketing emails and try to help them keep their business running smoothly and efficiently." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7132404) JP Jay P. Attorney > "The responsiveness to my complaints about this, has been underwhelming." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) Cralissa H. Senior Paralegal > "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445) VR Verified Reviewer Paralegal > "The banking system is a little complicated." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) VR Verified Reviewer Certified Paralegal > "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890) Douglas M. Founding Attorney > "I've needed customer support several times as a new user." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) LC Lou C. Managing Partner > "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945) JH Jodi H. Legal Assistant > "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967) DP Don P. Owner > "Clio has provided excellent access and organization to my law firm especially after utilizing other systems. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144365) RZ Ryan Z. Owner > "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) JJ Jaison J. Managing Partner > "The platform is also user-friendly and has significantly helped save time on my day-to-day administrative tasks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151351) EL Elizebeth L. Owner > "Collab with Clio for Co Counsel is not functional for document share or notating the file properly" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648) BS Brenda S. Case Manager > "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities is not..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) VR Verified Reviewer Principal Lawyer > "Key integrations promised at sign-up still don’t exist (two years later)" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) BB Brooklynn B. paralegal, legal assistant > "I enjoy its accessibility and user friendly navigation. Though I am new to Clio, I picked up on it pretty quickly because of how laid out..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144202) MJ Maria J. Admin Staff > "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916) HS Hannah S. Attorney > "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168) CO Caroline O. Paralegal > "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103) SA Sonia A. Legal Assistant > "When there are questions to be asked, accessibility to support staff is something you can depend on and they are always very friendly and willing..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7150534) CM Catlan M. Owner > "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really pushed to..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638) FEP Frederick Ezekiel P. Legal Secretary > "I like the tasks feature that I find useful for planning and tracking workflow." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274) AM Alex M. Attorney and Practitioner at law > "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066) VI Vanessa I. Legal Assistant > "It is great with managing data and storing information." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) VR Verified Reviewer Principal Lawyer > "Poor accountability from support and product teams" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) Stephanie A. Office Manager > "It also keeps things organized for the whole team, so nothing falls through the cracks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) RZ Ryan Z. Owner > "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) Eric B. Owner > "From billing to CRM to scheduling to task management - it handles everything with ease." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024) MC Maria C. Attorney > "These software programs do not fully communicate." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038) BS Brenda S. Case Manager > "Clio's functionalities are useful in the ability to maintain clients information in a organized database." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) MR Markell R. Lawyer > "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577) Kelcey S. Firm Administrator > "Our firm also loves the tasking feature and the several ways to capture time." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389) EH Erika H. Paralegal > "Sometimes the way the bills are displayed can be confusing for clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465) Erin P. Attorney Owner > "Customer support is always available to assist, and Clio offers options to test new product features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008) VR Verified Reviewer Account Executive > "Have a lot of features and can be hard to keep up" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739) Stephanie A. Office Manager > "Invoicing and document management are solid, and once you get used to it, it’s pretty easy to use." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) BH Brad H. Partner > "Some of the services are not as intuitive as some staff would like, especially older staff." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992) AS Amanda S. Paralegal > "It makes document management a breeze." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7145098) William K. Manager > "Well of course the cost." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028) TT Tania T. Law Clerk > "client intake & document management system - billing tool is easily accessible and convenient for time tracking." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6654790) KAD Keri-Ann D. Paralegal > "Clio tends to have latency issues." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821) VR Verified Reviewer Paralegal > "I love the customer service if I ever have an issue they will address it right away." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) KH Karen H. attorney > "Reports and tracking are not always helpful." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293) Sophie C. Chief Operating Officer > "Clio is regularly coming out with new features and improvements." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143158) JW Jessica W. Lead Paralegal > "Not enough custom fields." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213) EW Elan W. Managing Member > "The analytics/reports are also useful." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143617) AI Alexander I. Managing Attorney > "The customer support is not 24/7 and not being able to send reminders as text messages rather than by email or in app" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141167) DP Don P. Owner > "Clio has been an excellent extension to my family law practice. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144365) WC William C. CFO > "Minor complaints about user access/authorizations. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555217) [View Reviews](https://www.capterra.com/p/105428/Clio/reviews/) Dawn K. COO > "The case browse reports for our weekly meetings on cases status has really assisted the team in knowing where our cases stand,..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7065380) AD Alexandria D. Paralegal > "There are too many steps to do simple tasks and in this industry the complications get compounded with each case when processes..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404) AL Alexandra L. Legal Assistant > "The ability to customize workflows and templates also makes it easier to manage a large caseload and maintain efficiency." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7108740) LB Lucas B. Para > "I dislike that there is no way to automate calendar reminders." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6656045) TM Teresa M. Nurse Paralegal > "SA makes my job so much easier with reminders, task tracking, and multiple ways to incorporate data into chronologies,..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6488297) Austin D. Paralegal > "with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the actual..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4914548) ND Nick D. Case Manager > "I also love how SmartAdvocate displays the case notes on the main page and that overall layout." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217) WC Wanda C. Office Manager > "The least feature of SmartAdvocate for me is synchronization with QuickBooks that never ever happened." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___5068586) JG Justin G. Paralegal > "The software also encourages me to perform my job duties better, ultimately rewarding me by being familiar with the software and..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511) VR Verified Reviewer Software developer > "SmartAdvocate can be expensive, especially for small law firms.- limited integrations with other software- stores sensitive..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4640265) KG Kia G. Operation Support Analyst > "The ease of use of the product, the layout, the reports we can create, and the training tools the staff provides." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7045447) HS Hector S. Paralegal > "For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4965129) TR Taina R. Paralegal > "I also like the customizations features and document management." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7026645) AD Alexandria D. Paralegal > "Not very user friendly or intuitive." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404) ND Nick D. Case Manager > "I would recommend it to any law firm looking for a case management software that gets the job done." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217) CL Chloe L. Legal Assistant > "I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4573939) TT Teresa T. Paralegal > "Overall it has improved our ability to store and contain information for our cases in a more efficient way." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579732) KR Kathryn R. Legal Assistant > "Our clients have lots of issues with being locked out/ not receiving notifications from the portal" [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___3544125) Chandler B. G. Paralegal > "Everything from case stage to type makes it all the more easier to keep everything oragnized." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6877291) RF Richard F. Chief Technology Officer > "Some of the reports are a little clunky." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4344864) RH Rene H. Intake Specialist > "SmartAdvocate allows for the monotonanous and repetitive parts of the personal injury process to be expedited with their helpful..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4910424) JS James S. Attorney > "Some of the features, like emailing, calendar integration, and word template formatting do not integrate well with Macs." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844) DD Deseree D. Paralegal > "The flexibility of the merge codes is superior to all other case management software." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6670226) LS Lauren S. Paralegal > "I do not like when searching for a client in search bar that multiple tabs open up and can make the screen overwhelming to look..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462320) SB Sydney B. Paralegal > "I love the texting feature so I can communicate with my clients" [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6578353) JB Juan B. Attorney > "Document saving is more difficult than it needs to be. As documents have to be transferred to the SA platform, they lose the..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2437322) DD Debbie D. Legal Secretary > "I believe Smart Advocate will continue to help us be more efficient and save time when doing documents." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791) Joseph R. Intake Paralegal > "Sometimes it can load slow, and customer support is not the best, sometimes needing to wait long times for response or follow up..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2538313) DD Debbie D. Legal Secretary > "Again, our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. " [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791) KT Kayla T. Personal Injury Legal Assistant > "Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462149) JG Justin G. Paralegal > "The experience has supported my own communication with clients." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511) NF Natalie F. paralegal > "No longer being able to add a new contact from disbursements directly." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2829856) DL Dina L. Chief Operations Officer > "The level of communication, follow up and follow through was above expectations. " [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6806020) DL Dioselvi L. Paralegal > "We dislike that we cannot add documents to our calendar." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2555104) MT Morgan T. Legal Assistant > "Smart Advocate has many great online resources that can generally help with most trouble shooting before having to reach out to..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4949003) RW Rosalie W. Legal Assistant > "Sometimes, it takes too many steps to enter a document, action, etc." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2669660) NG Nicky G. Paralegal > "It has made my job so much easier and less stressful." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6496664) JS James S. Attorney > "The document's tab organization is a little clumsy." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844) [View Reviews](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) ## User interface 4.65 (1,725) 4.73 (125) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit 2-Way Messaging 207 Important Access Controls/Permissions 150 Important Activity Dashboard 120 Important Clio Top features 30/33 - 2-Way Messaging - Access Controls/Permissions - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Billable & Non-Billable Hours - Billing & Invoicing - Calendar Management - Case Notes - Client Management - Client Portal - Communication Management - Compliance Management - Conflict Management - Contract/License Management - Customizable Templates - Data Import/Export - Deadline Management - Docket Management - Document Management - Electronic Signature - Full Text Search - Generative AI - Mobile App - Online Payments - Reminders - Reporting & Statistics - SSL Security - Task Management - Third-Party Integrations - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/105428/Clio/#features) SmartAdvocate 27/33 - 2-Way Messaging - Access Controls/Permissions - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Billable & Non-Billable Hours - Billing & Invoicing - Calendar Management - Case Notes - Client Management - Client Portal - Communication Management - Compliance Management - Conflict Management - Contract/License Management - Customizable Templates - Data Import/Export - Deadline Management - Docket Management - Document Management - Electronic Signature - Full Text Search - Generative AI - Mobile App - Online Payments - Reminders - Reporting & Statistics - SSL Security - Task Management - Third-Party Integrations - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/131579/SmartAdvocate/#features) ### Recognition Clio is recognized as a top-rated tool in 5 Capterra Shortlist reports SmartAdvocate is recognized as a top-rated tool in 5 Capterra Shortlist reports Best Value Legal Case ManagementSoftware (2024)  ### Deployment & support Clio Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos SmartAdvocate Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Clio - By Clio - Located in Canada - Founded in 2007 SmartAdvocate - By SmartAdvocate - Located in United States - Founded in 2000 ## 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