Every feature, filed under the product it replaces.

Clio Manage

Core practice management. Clio's plans run $49 to $149 per user per month.

• Client statement: every invoice, payment and trust application with a running balance
• Invoice template editor: logo, colour, columns, labels, payment wording, preview
• Contacts and matters with custom fields
• Time tracking with a timer (6-minute rounding)
• Expenses with receipt capture
• Invoicing: flat fee, hourly, contingency, hybrid
• Bulk invoicing and approval workflow
• Split billing across payers
• Interest on overdue balances
• Trust (IOLTA) accounting with three-way reconciliation
• Evergreen retainer top-up requests
• Tasks, deadlines, limitations dates
• Calendar with recurrence, per-user calendars, ICS feeds
• Court rules calendaring (generic starter sets) partial
• Document automation from DOCX and HTML templates
• Client portal with magic-link login
• Secure client messaging in the portal
• Conflict check across names, files and messages
• Matter templates with task workflows
• Roles and permissions, offices, audit log
• Reports: AR aging, WIP, revenue, productivity, origination, realization, profitability
• UTBMS codes and LEDES 1998B export
• Multi-currency matters and invoices
• Mobile apps planned
• Chrome time-tracking extension

Clio Grow

Clio's separate intake and CRM product. In Coil it is one flow with the matter.

• Public intake form and lead list
• Intake to signed engagement letter in one step
• Engagement letters with open and signature tracking
• Lead pipeline (kanban) and follow-up sequences

Clio Manage AI

The $10 add-on people on Reddit actually use: dates from documents, client update emails, monthly invoicing, AR questions.

• Scheduled monthly invoicing per matter (python -m app.cli monthly_invoicing)
• Draft client update email from notes, work, tasks and dates
• A/R and hours questions answered from your data without the model
• Pull dates from a document into tasks and calendar
• Matter summary
• Invoice narrative cleanup
• Natural-language search

Clio Work

Research and drafting. Several Reddit users say it replaces Westlaw or Lexis at about $200 per attorney.

• Case law search on CourtListener (free public database)
• Full opinion reader with optional AI summary and holding
• Save authorities to a matter with notes
• Research memo export as a PDF filed on the matter
• Citation check that flags citations which do not resolve

Clio Payments / LawPay

Card and ACH processing with trust-safe handling. Coil uses your own Stripe account at Stripe rates.

• Public invoice page with ACH (no fee) and card (surcharge you set)
• Stripe Checkout with idempotent webhooks
• Online trust deposits
• Invoice open tracking

Filevine

Personal-injury case management: providers, records, liens, settlement.

• PI case facts and stage board
• Provider and records tracking with request letters
• Lien tracking with reduction letters
• Demand package builder
• Settlement disbursement worksheet with trust postings
• Standard PI task set

Eve Legal

Plaintiff-side AI: records into chronologies, demands, discovery, depositions, a nightly case audit, case scoring.

• Discovery drafting: propound from starter sets tailored by AI, or parse a served set and draft responses with objections
• Deposition summaries with page:line citations and contradictions against the chronology
• Nightly case audit: records, gaps, imaging, limitations, liens, demands (rules) plus AI flags labelled as such
• Case scoring at intake and on PI cases, with the factors shown
• Medical record extraction into a treatment chronology, with page references and a confirm step
• Case overview written from the documents, chronology, providers, liens and notes
• Narrative demand letter drafted in the firm's voice from style-example letters, saved as a PDF

NetDocuments

Document management.

• Documents per matter, shared to the portal
• Versions, folders, tags
• Full-text search inside files
• Email filing to matters (IMAP)

HubSpot

What one Reddit user said he would use instead of Grow.

• Pipeline stages with drag and drop
• Follow-up sequences (drafts unless the firm turns on sending)

PracticePanther

The simple, cheaper suite several solos in the thread prefer.

• Two-way texting attached to the matter
• E-signature on any document
• Custom dashboard

Switching from Clio / MyCase / PracticePanther

Bring a whole practice across from CSV exports, one file at a time, with a preview and a column mapper.

• Contacts: person and company detection, first non-empty email and phone, tags, aliases
• Matters: linked to clients by the old id, name or email; old numbers kept when free
• Time and expenses from one activities file; billed rows arrive non-billable and marked
• Bills with balances: one invoice per old bill plus a payment, so A/R matches
• Trust ledger in date order; rows that would go negative are refused and listed; opening balances form
• Tasks and calendar with matter, assignee, done flag, start and end
• Documents by matter folder from a ZIP, filed under Imported
• Re-import updates instead of duplicating (Coil remembers the old system's ids)
• Manual column mapping for any CSV, failed rows downloadable for a second pass
• Export steps guide per source

LeanLaw / QuickBooks

Billing that lives on QuickBooks Online.

• QuickBooks CSV exports (invoices, payments, customers)
• Operating ledger, bank import, reconciliation, P&L
• Live two-way QuickBooks sync planned

TimeSolv / Bill4Time / OnPoint

The $10 to $40 time-and-billing tools named as Clio alternatives.

• Time, expenses, invoices, trust in one place

Smokeball

Known for automatic time capture from documents and email.

• Time capture suggestions from the browser extension: tabs become suggested entries with a guessed matter, accept or dismiss

Calendly / Lawmatics

Self-scheduled consults, paid or free, with intake questionnaires.

Nothing here yet.

Hona / Case Status

A client-facing stage timeline with automatic updates.

Nothing here yet.

Kenect / Podium

Review requests by text and email after a matter closes.

Nothing here yet.

CosmoLex

Fee splits and compensation reporting.

• Fee splits per matter: originating, working and referral percentages
• Compensation report: collected fees allocated by working split, originating credit alongside, CSV

Gravity Legal

Cards on file and payment plans.

• Card on file with client consent (emailed link or from the portal), stored at Stripe
• Charge an invoice to the card on file, surcharge per firm settings
• Payment plans: weekly, biweekly or monthly installments, auto-charged or emailed (python -m app.cli payment_plans)

Gavel / Documate

Guided questionnaire-to-document generation.

Nothing here yet.

CaseFleet / TrialPad

Fact chronology tied to evidence, witnesses and exhibits; trial notebook.

Nothing here yet.

CourtDrive / Docketbird

Docket alerts on followed cases (via CourtListener RECAP).

Nothing here yet.

Adobe / Bates tools

Bates numbering, exhibit stamps, redaction boxes, table of authorities.

Nothing here yet.

Ruby / Smith.ai

Phone intake that lands in the pipeline.

• Phone intake API: POST /api/v1/leads creates and scores a lead, idempotent on an external reference
• Voice intake agent hook: the after-hours DUI agent posts a finished intake to Coil when COIL_LEADS_URL is set
• Client case status by phone after caller id plus name verification (stage, next event, next task, balance, last update date)
• Attorney voice line: caller id plus PIN, then dictate a note or log time on a matter by number or description
• Outbound reminder calls before calendar events and court dates (python -m app.cli voice_reminders)
• Call log: every voice call with summary, transcript, outcome and links to the lead, contact and matter

Vertical case types

Practice-area modules beyond PI.

• Criminal defense: stage board, case facts, charges with attorney-entered ranges, court date chain, speedy-trial check, disposition PDF

Coil only

Not modelled on any competitor.

• Priced at cost, no per-seat tiers, no add-ons
• Self-hosted with a free install key
• REST API with tokens and outgoing webhooks
• Spanish client-facing pages and emails
• Installable web app (PWA)