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Top Rated Workflow Management Software with Clio

Last updated: June 2026

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9 software options

Cognito Forms logo

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Zapier logo

Zapier makes you happier

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Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required.

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Estateably logo

Modern estate and trust administration software

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Estateably's software allows professionals to automate their forms and letters, manage and organize their tasks more efficiently, generate instant reporting, and enables practice-wide collaboration. Our features will save users countless hours and allow them to be more effective during the work day.

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Formstack Suite logo

Cloud-based tool for form building and workflow automation.

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Formstack is a cloud-based form building solution that helps organizations with the tools to build online forms, collect information, integrate systems, automate workflows, and more.

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Knack logo

The most secure app and database builder for businesses.

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Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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NetDocuments logo

Cloud-based document management tool for teams.

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NetDocuments provides a cloud-native document and email management system designed specifically for legal professionals. The platform features intelligent document organization, automated email filing, and secure collaboration tools with real-time editing capabilities. NetDocuments integrates with over one hundred fifty technologies including Microsoft Teams and offers AI-powered tools that help legal teams automate workflows while maintaining document security and compliance.

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QuickBooks Online Advanced logo

Accounting & business management for small businesses

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Automate and optimize business processes with customizable workflow management for approvals, tasks, and notifications.

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Teamleader logo

Sell, bill and organise work in one place.

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Invoices, quotes, CRM, and planning. Manage your business easily in one place. Over 20,000 entrepreneurs and their teams hand over their paperwork to Teamleader's business software.

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Shift logo

For those who spends the majority of their lives online.

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Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser.

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