Wealth Docx® vs. Clio Manage

WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs.

Clio is the legal AI platform for running your law firm and doing the legal work. Ranked #1, with the most 5-star reviews, and 400,000+ legal professionals in 130+ countries work in it. Practice management is the foundation, and Clio builds on it: matters, documents, and calendars sit alongside intake, billing, payments, accounting, and legal research with authoritative law built in. Because that work is connected, Clio’s AI can flag what needs attention and prepare the next step for you to review. You keep control of the judgment and the final work.