HotDocs vs Clio

Side-by-side comparison of features, reviews, pricing and more

HotDocs

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Basic

Starting at $25

Per user / month

Clio

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

EasyStart

$39 USD/user/month

Essentials

$69 USD/user/month

Advanced

$99 USD/user/month

Complete

$129 USD/user/month

20M+ Downloads
5/5

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HotDocs reviews

The flexibility in how we word the questions so that we get the best answers possible

- Angela K. Legal Administrative Assistant

I like the ability to input directly into the for ov via th eInterview method.

- Riva S. Office Manager

I am currently on classic. I enjoy the control over every character in the document and the scripting engine with debugger.

- Chad L. Program Manager

Clio reviews

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

- Mazyar H. President

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

- Katie B. Office Manager

It has been really good and the team is really responsive.

- Beau A. CEO

Pros & cons

HotDocs

Pros
It if very comprehensive-regarding surrogates courts and real estate documents
The tax forms are wonderful and helpful
While we use HotDocs ourselves, and have since 2012, our main use of HotDocs is now on behalf of our customers, who are mainly lawyers (in firms or in-house legal teams)
Once everything is set up, HotDocs is the most customized, helpful document assembly program out there
The ability to create my own forms and purchase pre-made sets of forms."

Cons
I also don't like the storage on the local drive
If a user forgets to back up to the server we can lose information and have no record
If you don't use it daily, you have to retrain yourself
I get inscrutable update messages and am fearful ty try
Don't make such an investment without considering that, in future years, you'll have no guarantee that you'll be able to renew your HotDocs substription on a basis that makes sense
The developers sold me on the product and disappeared after purchase."

Clio

Pros
I love the notifications that offer support and training for new options and/or updates within Clio
I like being able to select certain calendars to see at one time or multiple at once if needed
Like checking into a Four Seasons Hotel
The service and quality is excellent
Excellent and affordable option, especially for smaller firms
Having one central place where I can manage my practice is wonderful
Everything from automated online scheduling of appointments to document management to billing to accounting."

Cons
CLIO is missing some things that I took for granted in other software, the biggest being warning the user when a scheduling conflict occurs on the calendar
One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem
Our firm experience with Clio was frustration and amazement that other firms use this terrible software
I can not imagine the hours wasted at other firms using Clio
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions."

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