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AgencyBloc AMS+ vs Clio Comparison (2026)
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Good recommendations?
AgencyBloc AMS+
5
102
4
24
3
1
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Clio
5
1.3K
4
323
3
51
2
17
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.
Legal billing software that gives you beautiful, customizable invoices. Generating a bill with Clio is quick and easy, and so is receiving payment.
- 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
Pricing
User reviews
4.7
129
5
4
3
2
1
102
24
1
0
2
- Value for money
- Ease of use
- Features
- Customer support
4.7
1.7K
5
4
3
2
1
1.3K
323
51
17
33
- Value for money
- Ease of use
- Features
- Customer support
Pros
Tom B.
President
Michael G.
President
Michael G.
President
Pros
Michael Y.
system engineer
Missy R.
Firm Administrator and Legal Assistant
Samantha M.
Senior Paralegal Office Manager
Cons
Michael G.
President
Brandon H.
Director of Client Relations
Aimee M.
Administrative Assistant
Cons
Elan W.
Managing Member
Schantell C.
Attorney
Haidee F.
Operations Manager
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review16 days ago
Key features
- Total features30
- 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
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Court Rules-Based Scheduling
- Credit Card Processing
- 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
- Due Diligence
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Tracking
- Expense Claims
- Expense Tracking
- File Management
- File Sharing
- Financial Management
- Financial Reporting
- For Family Law
- For Insurance Industry
- 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
- Insurance Management
- Insurance Policy Management
- Interaction 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
- Life & Health
- Litigation Support
- Live Chat
- Matter Management
- 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
- Opportunity Management
- Payment Fraud Prevention
- Payment Processing
- Performance Metrics
- Policy 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 Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Secure Data Storage
- Staff Calendar
- State-Specific Forms
- Status Tracking
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Tax Management
- Text Summarization
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Trust Accounting
- Two-Factor Authentication
- Version Control
- Workflow Automation
- Workflow Management
- 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
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Court Rules-Based Scheduling
- Credit Card Processing
- 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
- Due Diligence
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Tracking
- Expense Claims
- Expense Tracking
- File Management
- File Sharing
- Financial Management
- Financial Reporting
- For Family Law
- For Insurance Industry
- 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
- Insurance Management
- Insurance Policy Management
- Interaction 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
- Life & Health
- Litigation Support
- Live Chat
- Matter Management
- 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
- Opportunity Management
- Payment Fraud Prevention
- Payment Processing
- Performance Metrics
- Policy 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 Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Secure Data Storage
- Staff Calendar
- State-Specific Forms
- Status Tracking
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Tax Management
- Text Summarization
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Trust Accounting
- Two-Factor Authentication
- Version Control
- Workflow Automation
- Workflow Management
Integrations
- Total integrations7
- 8am LawPay
- Birdeye
- Box
- Case Status
- Chrometa
- ClientCircle
- Docusign
- Dropbox
- Ease
- Employee Navigator
- Five9
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Intulse
- 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 integrations29
- 8am LawPay
- Birdeye
- Box
- Case Status
- Chrometa
- ClientCircle
- Docusign
- Dropbox
- Ease
- Employee Navigator
- Five9
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Intulse
- 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
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