# Compare Clio vs OfficeTools 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Clio and OfficeTools based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/105428-165549/Clio-vs-OfficeTools

---

# Clio vs OfficeTools Features and Cost Comparison

Last updated March 25th, 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:

ClioOfficeTools2/4 selected

[Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.1 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

[## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,691)](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 [1,691 reviews](#user-reviews)

Positive

1,593

Neutral

50

Negative

48

[## OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.1 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.7

Functionality

3.9

Ease of Use

3.7

Customer Service

3.8

Reviews Sentiment

Based on [196 reviews](#user-reviews)

Positive

151

Neutral

23

Negative

22

## Summary

* * *

Key features rated by users

Features selected based on 14,969 reviews from billing and invoicing 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

71%Fit

Missing features

Feature ratings

Invoice Creation

4.6

Invoice Processing

4.7

Payment Processing

4.2

Credit Card Processing

4.0

Quotes/Estimates

NA

\--%Fit

Missing features

Not enough reviews

Feature ratings

Invoice Creation

1.0

Invoice Processing

NA

Payment Processing

1.0

Credit Card Processing

NA

Quotes/Estimates

NA

User satisfaction

User satisfaction

4.7

User reviews[1,691](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

4.1

User reviews[196](https://www.capterra.com/p/165549/OfficeTools/reviews/)

Ease of use

3.7

Functionality

3.9

Value for money

3.7

Customer support

3.8

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   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

Accounting and Tax professionals

## User reviews

Pros & cons

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)

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)

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..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

AS

Ashley S.

Attorney

> "I’m able to easily track intake from first contact through execution of engagement."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6805060)

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)

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)

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)

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)

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

Joel C.

Attorney

> "I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7040057)

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)

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)

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)

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)

VR

Verified Reviewer

Paralegal

> "The banking system is a little complicated."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878)

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)

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)

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)

CP

Christopher P.

Attorney

> "It is well worth the cost and I just upgraded to a higher version for the additional features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235)

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)

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)

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)

VR

Verified Reviewer

Managing partner

> "This is a good program for a solo or small office but a below average program for a large office. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793)

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)

EL

Emily L.

Paralegal

> "It has really saved me a lot of time when it comes to communicating with my clients and providing them copies of their records."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745689)

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)

Daniel G. V.

Attorney

> "For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation,..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141279)

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)

JB

Jessica B.

Operations Manager

> "Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590365)

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)

PG

Peggy G.

Legal Assistant

> "I like that it offers an academy so you can learn how to properly work the software. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6810033)

VR

Verified Reviewer

Principal Lawyer

> "Poor accountability from support and product teams"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

Verónica M.

Attorney

> "The platform's user-friendly design simplifies navigating through different modules, whether I'm tracking billable hours, organizing case files,..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4832891)

MC

Maria C.

Attorney

> "These software programs do not fully communicate."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038)

VR

Verified Reviewer

Principal Lawyer

> "Good for basic matter management and time recording"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

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)

Juan B.

CEO

> "The ability to track time and handle billing intuitively has greatly simplified my daily routine, freeing me from many tedious administrative..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6134103)

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)

VR

Verified Reviewer

Account Executive

> "The support received is excellent with many avenues for learning."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739)

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)

CL

Christopher L.

Owner

> "Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036895)

JB

James B.

MD

> "Not having two way syncing with email"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6252898)

VR

Verified Reviewer

Web developer

> "so I found Clio for this, here are some features about Clio, Clio is basically a law practice tool which use to understand law management and grow..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4735600)

William K.

Manager

> "Well of course the cost."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028)

AD

Ashley D.

Attorney

> "It was great for keeping track of tasks and where clients were in the pipeline."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679)

KAD

Keri-Ann D.

Paralegal

> "Clio tends to have latency issues."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821)

NO

N O.

Partner

> "Support is always available and help you with the different products to enhance your legal representation of clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6556269)

KH

Karen H.

attorney

> "Reports and tracking are not always helpful."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293)

Michael B.

Attorney

> "I especially like that Manage and grow share data very well."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6874110)

JW

Jessica W.

Lead Paralegal

> "Not enough custom fields."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213)

DH

DeAnna H.

Attorney

> "Clio offered me guidance when I first set up my firm, and they continue to offer support and innovation as my practice becomes larger. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6676141)

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)

LC

Lou C.

Managing Partner

> "The customer service attention is outstanding. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945)

CT

Chin T.

Finance Exec

> "Somehow, it doesn't look very professional, we couldn't use a high-res logo and there are limits in the extent to which we can change the format."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4778154)

DY

Deborah Y.

Partner

> "Great for solo practitioners and larger firms alike!"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

WC

William C.

CFO

> "Minor complaints about user access/authorizations. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555217)

DY

Deborah Y.

Partner

> "This user friendly system continues to amaze me as it has added more and more desirable features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

SP

Stephanie P.

Director of Operations

> "Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6170046)

CB

Christine B.

Chief of Staff, Lead Paralegal

> "Setting reminders is also great to help you take on task and meet your deadlines."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555060)

JP

Jim P.

Certified Law Clerk and Office Manager

> "I do not like how restrictive the software is when trying to create different fields and areas that work best with our firm."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4732331)

[View Reviews](https://www.capterra.com/p/105428/Clio/reviews/)

CF

Carlos F.

Academic Computing Specialist

> "OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___6549459)

VR

Verified Reviewer

Partner

> "After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

BT

Bernie T.

cpa

> "Office Tools was very good at client tracking, recording activities and histories."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2983482)

VR

Verified Reviewer

Partner

> "They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

VR

Verified Reviewer

Audit Assistant

> "All client information is available to each member of the team, and viewing the progress of the tasks being completed is very easy."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

VR

Verified Reviewer

Partner

> "Payment system is also hiding payments, so we cannot tell which clients have paid."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

EC

Edeler C.

Ceo

> "I love it I use it every day it keeps control of all my work that we have to do it allows me to keep tabs on my staff on their jobs and..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169618)

Russell B.

CEO

> "They didn’t secure their SendGrid relay properly resulting in several clients getting emails from a hacker (falsely) claiming that their..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3230643)

VR

Verified Reviewer

Audit Assistant

> "I think the interactivity of this program makes it a winner and puts it at the forefront of innovating in its industry."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

VR

Verified Reviewer

Audit Assistant

> "Sometimes the video tutorials are a bit confusing, so I prefer speaking to someone through the phone support."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

KY

Ketty Y.

Accounting

> "Pretty cool and useful software, give it a try you will not be regretted."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3469989)

LB

Lynn B.

Office Manager

> "Our biggest frustration has been with the reporting. While you can technically export reports to Excel, they're in a Crystal reports..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2152153)

AH

Anne H.

Partner

> "Easy to learn and it does so much."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3591998)

BT

Bernie T.

cpa

> "There is no project management and their customer service is by far the worst I've ever been in contact with. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2983482)

CV

Cathleen V.

Owner

> "Love: ability to link charge card processing both to portal and to invoice. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

CV

Cathleen V.

Owner

> "We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

JP

Janet P.

Bookkeeper/Office Manager

> "You can create projects, assignments, To Do and have it set-up anyway that works for your team. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2151712)

JP

Jeff P.

Principal

> "The contract is very one sided. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#SoftwareAdvice___4669884)

MT

Marion T.

CPA President

> "The software does a good job of keeping our database of clients and their personal data. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169510)

LB

Lynn B.

Office Manager

> "Sometimes we can get what we need between 2 different reports, but the Crystal format makes it impossible to merge them. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2152153)

CR

Cheryl R.

Owner

> "We like that when you set up a task you can complete your portion and then assign it to the next person. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2150935)

MT

Marion T.

CPA President

> "I've watched videos, but they frequently don't look like the product I'm using and never seem to be to the point. If I could easily switch..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169510)

BB

Breanna B.

Payroll Specialist

> "From the client's contact information to their documents it is all easy to access."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2149592)

CV

Cathleen V.

Owner

> "Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

JP

Janet P.

Bookkeeper/Office Manager

> "The projects flow nicely from one person to next. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2151712)

BB

Breanna B.

Payroll Specialist

> "We also have completely stopped using certain features due to them continuously not working properly such as the eSigntures feature."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2149592)

CV

Cathleen V.

Owner

> "My clients love the portals. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

CV

Cathleen V.

Owner

> "I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

PT

Polly T.

President

> "The contact management is so easy to use."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169559)

DR

David R.

President

> "The integration with crexendo has never worked and the integration was one of the main reason I switched"

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2153592)

SP

Sheena P.

teacher

> "it is easy to use and to instruct to other people most specially to the students"

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2593450)

CV

Cathleen V.

Owner

> "Hate: BEWARE: their contract has auto renewal without positive confirmation from user. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

[View Reviews](https://www.capterra.com/p/165549/OfficeTools/reviews/)

## User interface

4.65 (1,691)

[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)

4.05 (196)

## 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

Accounting Integration

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Clio

Top features

32/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/105428/Clio/#features)

OfficeTools

18/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/165549/OfficeTools/#features)

### Recognition

No recognitions have been awarded to Clio

No recognitions have been awarded to OfficeTools

### 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

OfficeTools

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

OfficeTools

-   By CARET
-   Located in United States
-   Founded in 1983

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