Clio vs OfficeTools

8am MyCase

PracticePanther Legal Software

Smokeball

Sage Timeslips

Karbon

CCH ProSystem fx

Compare Clio and OfficeTools based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

PracticePanther Legal Software is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

8am MyCase is a legal practice and case management software designed for law firms of all sizes. 

Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Access Controls/Permissions

Accounting

Accounting Integration

Accounts Payable

Accounts Receivable

Accrual Accounting

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Archiving & Retention

Asset Accounting

Audit Trail

Automatic Backup

Automatic Billing

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

Calendar Management

Calendar Sync

Calendar/Reminder System

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/License Management

Court Rules-Based Scheduling

Credit Card Processing

Cross Ledger Posting

Customer Database

Customer Statements

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Invoices

Customizable Reports

Customizable Templates

Data Import/Export

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

Electronic Filing

Electronic Payments

Electronic Signature

Email Management

Expense Claims

Expense Tracking

File Management

File Sharing

Financial Management

Financial Reporting

For Family Law

For iPad Devices

For Lawyers

For Legal Professionals

For Startups

Forms Automation

Forms Management

Full Text Search

General Ledger

Hourly Billing

Income & Balance Sheet

Interaction Tracking

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Lead Capture

Lead Management

Legal Case Management

Legal Forms Library

Microsoft Outlook Integration

Mobile Access

Mobile App

Clio

Android

Web-based

Windows

iPad

iPhone

Partner

It's ability to do drafting templates and communicate seamlessly with the clients. Also, customer support is excellent.

Principal

I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.

Pres

Overall, the best time and billing software out there. I have demo'd several and Clio was the  clear winner.

Owner

Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.

Accountant

Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.

Administrator

I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.

Attorney 

Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.

Attorney

This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.

I like the ease of its use and the ability to integrate all other legal applications in one place.

Technology and Publications Director

The customer service at Clio is always fantastic: responsive, kind, and helpful.

President

However, when I ask that they fix them, I am given a link to a site to  "request a new feature" where apparently they wait until enough people complain before fixing a problem.

Managing Attorney

Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.

Freelancer

It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.

I love Clio and will not change to another product. Customer service is excellent.

Firm Administrator

I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.

My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.

I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.

Clio screenshot: Clio dashboard

Clio screenshot: Clio case management

Clio screenshot: Clio bill generation

Clio screenshot: Clio calendar

Clio screenshot: Clio client fund management

Clio screenshot: Clio client intake

Freelancers

Large Enterprises

Mid Size Business

Small Business

Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.

Sage Timeslips is a time tracking and billing solution designed to help professional service organizations track their time and expenses as well as send invoices to users. It offers industry-standard as well as customizable billing templates.

OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Approval Workflow

Due Date Tracking

Employee Management

For Accountants

For CPA Firms

For Tax Practices

Mobile Payments

Monitoring

Online Invoicing

Online Payments

Payment Processing

Project Accounting

Project Billing

Project Time Tracking

Project Tracking

Recurring/Subscription Billing

Reminders

Staff Management

Task Management

Task Progress Tracking

Tax Calculation

Time Tracking

Timer

Timesheet Management

Workflow Management

OfficeTools

Linux

Trying to get answers to specific questions is futile. There is no attempt to identify a problem.

Tax Accountant

The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support.

Managing Partner

The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.

Love:  ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.

There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.

We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.

Operations Manager 

Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.

Office Manager

It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.

Bookkeeper/Office Manager

It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.

Clio vs OfficeTools Comparison (2026)

Clio vs OfficeTools Comparison (2026)

Clio

OfficeTools

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives