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Clio vs Halcyon Death Care Management Solutions Comparison (2026)

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Good recommendations?

Clio logo

Clio

Halcyon Death Care Management Solutions logo

Halcyon Death Care Management Solutions

Overview

Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Schedule a demo with a Clio expert to learn more.

Crematory Management

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

295

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

1.7K

5

4

3

2

1

1.3K

324

51

17

33

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

4.8

38

5

4

3

2

1

34

3

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

“Its cloud-based access means I can work securely from anywhere, and the seamless integrations with tools like QuickBooks, Zoom, and Microsoft 365 streamline my workflow.”
Verified reviewer profile picture

Michael Y.

system engineer

“Clio has an accounting platform, which sync's to your main program, so you can stay on top of state codes that request you maintain records on IOLTA trust accounts.”
MR

Missy R.

Firm Administrator and Legal Assistant

“The platform is intuitive and accessible remotely, making it convenient for both office and mobile use. While there are some limitations with customization and the cost can increase as additional features or users are added, overall it has been an effective tool for improving workflow efficiency and keeping client matters organized.”
SM

Samantha M.

Senior Paralegal Office Manager

Pros

“They welcomed feedback and generously provided customization of the software that made it much more applicable to our business and more user-friendly for our staff.”
SC

Shane C.

General Manager

“Body tracking, customer support, forms list and customizable options.”
BS

Brienna S.

Services Director

“We at Cal Pet are thrilled to work with Halcyon, which is helping us assist our clients through a very difficult time in a more efficient and compassionate manner.”
SC

Shane C.

General Manager

Cons

“The templates offered are not that robust, and there was no option for direct output to Microsoft Word or RTF. To effectively use Clio, one really has to know a lot about editing PDFs.”
EW

Elan W.

Managing Member

“The inability to inform clients that the office is closed and to place limits on when clients can text you via Clio communication.”
SC

Schantell C.

Attorney

“What I least like about Clio is the ability to not view custom live reports with visual graphs or charts.”
HF

Haidee F.

Operations Manager

Cons

I has used it briefly back in 2009 and it was a real turd, so I tried multiple industry software solutions and never found one that was easy to use and did things “MY WAY”, so for the past 10 years we have used a multitude of spreadsheets to manage of 2 funeral homes.
JE

Jeff E.

Founder

“I ended up canceling my subscription and was told that the $500 was not refundable. ”
CS

Caroline S.

Funeral Director

  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review5 years ago

Key features

  • Total features165
  • ACH Payment Processing
  • AI Copilot
  • AI Redlining
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automated Text Generation
  • Automatic Backup
  • Automatic Billing
  • Autonomous Task Execution
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Case Law Research
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Drafting
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cremation Management
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Donation Management
  • Due Diligence
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Database
  • Event Calendar
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Live Chat
  • Matter Management
  • Merchandising
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Multiple Payment Options
  • Natural Language Interface
  • Natural Language Processing
  • Online Intake Forms
  • Online Invoicing
  • Online Payments
  • Order Entry
  • Order Management
  • Payment Fraud Prevention
  • Payment Processing
  • Performance Metrics
  • Pre-Need Management
  • Proactive Intervention
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • State-Specific Forms
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Template Management
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features47
  • ACH Payment Processing
  • AI Copilot
  • AI Redlining
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automated Text Generation
  • Automatic Backup
  • Automatic Billing
  • Autonomous Task Execution
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Case Law Research
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Drafting
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cremation Management
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Donation Management
  • Due Diligence
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Database
  • Event Calendar
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Live Chat
  • Matter Management
  • Merchandising
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Multiple Payment Options
  • Natural Language Interface
  • Natural Language Processing
  • Online Intake Forms
  • Online Invoicing
  • Online Payments
  • Order Entry
  • Order Management
  • Payment Fraud Prevention
  • Payment Processing
  • Performance Metrics
  • Pre-Need Management
  • Proactive Intervention
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • State-Specific Forms
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Template Management
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations29
  • 8am LawPay
  • Birdeye
  • Box
  • Case Status
  • Chrometa
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • InvoiceSherpa
  • Kenect
  • LEX Reception
  • Levitate
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • NetDocuments
  • OneDrive
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RightSignature
  • WiseTime
  • WordPress
  • Xero
  • Zapier
  • Zoom Workplace
  • Total integrations2
  • 8am LawPay
  • Birdeye
  • Box
  • Case Status
  • Chrometa
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • InvoiceSherpa
  • Kenect
  • LEX Reception
  • Levitate
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • NetDocuments
  • OneDrive
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RightSignature
  • WiseTime
  • WordPress
  • Xero
  • Zapier
  • Zoom Workplace

Alternatives

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