---
description: Compare Prevail Case Management System vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Prevail Case Management System vs Clio Comparison
---

Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/4089/social-work-management/software) > [Prevail Case Management System \<span\>vs\</span\> Clio](https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio)

# Compare Prevail Case Management System vs Clio

Canonical: https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio

> Detailed comparison between Prevail Case Management System and Clio. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Prevail Case Management System | Clio |
| **Overall rating** | 4.6/5 | 4.7/5 |
| **Total Reviews** | 83 | 1726 |
| **Starting Price** | US$49.95 | A$39.00 |
| **Free Trial** | - | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Prevail Case Management System

- Archiving & Retention
- Billing & Invoicing
- Billing Rate Management
- CRM
- Case Notes
- Client Management
- Contact Database
- Contract/License Management
- Customisable Templates
- Document Capture
- Document Management
- Document Templates
- Email Management
- Full Text Search
- Reminders
- Reporting/Analytics
- Search/Filter
- Task Scheduling
- Time Tracking
- Workflow Management

### Clio

- Archiving & Retention
- Billing & Invoicing
- Billing Rate Management
- CRM
- Case Notes
- Client Management
- Contact Database
- Contract/License Management
- Customisable Templates
- Document Capture
- Document Management
- Document Templates
- Email Management
- Full Text Search
- Reminders
- Reporting/Analytics
- Search/Filter
- Task Scheduling
- Time Tracking
- Workflow Management

## Links

- [View Prevail Case Management System Profile](https://www.softwareadvice.co.nz/software/151243/prevail)
- [View Clio Profile](https://www.softwareadvice.co.nz/software/449970/Clio)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Prevail Case Management System vs Clio Comparison","description":"Compare Prevail Case Management System vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio","about":[{"@id":"https://www.softwareadvice.co.nz/software/151243/prevail#software"},{"@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"name":"Prevail Case Management System","description":"Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrated. This integration gives Prevail the ability to do multiple things automatically as a result of one action taken by the user. Simply put, Prevail saves you time, lots of it.\n\n\nFrom the automated intake to the customizable workflow; document merge, reporting and dashboard analytics, Prevail keeps the firm running efficiently, allowing you to handle more cases in less time.\n\n\nTime and communication with clients and other contacts are managed and documented throughout your matters in Prevail, providing transparency within your firm.\n\n\nPrevail’s calendar is fully integrated with your matters, triggering statute dates and other deadlines. Prevail synchronizes your appointments bi-directionally with Outlook, so you’ll have an updated schedule regardless of where you are. Prevail is also integrated with Outlook email, making it simple to not only attach emails to a matter, but to compose emails right from the matter.\n\n\nPrevail’s automatic SMS/Text feature sends notifications to your client, alerting them as to changes in case status, and to advise them of appointments. This feature is designed to cut down on unnecessary phone calls, both incoming and outgoing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/6e13c5f7-585c-48bf-abef-b6318be8644a.png","url":"https://www.softwareadvice.co.nz/software/151243/prevail","@id":"https://www.softwareadvice.co.nz/software/151243/prevail#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.6,"bestRating":5,"ratingCount":83},"offers":{"price":"49.95","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"name":"Clio","description":"Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work.\n\nThe software suite caters to diverse needs within legal practice, offering features like law practice management, client intake, customer relationship management (CRM), document automation, legal accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1eef4d26-ac70-4b3a-8c83-af0865b2cbc3.png","url":"https://www.softwareadvice.co.nz/software/449970/Clio","@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":1726},"offers":{"price":"39","@type":"Offer","priceCurrency":"AUD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Social Work Case Management Software","position":2,"item":"/directory/4089/social-work-management/software","@type":"ListItem"},{"name":"Prevail Case Management System vs Clio","position":3,"item":"https://www.softwareadvice.co.nz/compare/151243/449970/prevail/vs/Clio","@type":"ListItem"}]}]}
</script>