Cloud-based case management platform optimized for docket-driven litigation firms, insurers, and enterprises. Founded 2021 by Keao Caindec (CEO), Todd Schneider (Co-Founder/Investor), and Eugenia Gueorguieva (Head of Product). Palo Alto-based. Launched October 2023 (LawNext/Bob Ambrogi coverage). Winner of 2025 LegalTech Breakthrough Award for Case Management Innovation. Features: no-code customization, document automation and assembly, court calendaring with federal/state rules, docketing, timekeeping, matter budgeting, client intake, Zapier integration (6,000+ apps), REST API, audit trail logging. Gen AI features added November 2024: auto-generating timeslips, summarizing documents, extracting dates from documents (LawNext). Multiple industry verticals: civil litigation, entertainment law, public adjusters, talent agencies, networks. Pricing: Free/$47/$63/$75 per user/month (tiered). Whitepaper positions for ‘solo to mid-sized plaintiff law firms.’ Security: MFA (SMS/email/authenticator), encryption in transit, role-based access. No SOC 2. No SSO/SAML confirmed. Software Advice, GetApp, TrustRadius listings. One r/paralegal mention at ILTACon (‘looked promising’). LegalTech Monitor, Legaltech News (Law.com), Bob Ambrogi coverage. Accounting features added September 2025 (Legaltech News). No named customer case studies found. New entrant with strong press but limited community signal.
Capabilities
Spans 6 product areas: Case Management, Document Automation and Assembly, Matter Management, Court Calendaring, Litigation , Analytics.
Workflow Coverage
Based on published feature listings, this tool maps to 7 workflow areas:
- Document Drafting & Automation — Automated Document Generation and Assembly, Conditional Logic Support, Language Support for International Languages, Process Automation (+10 more)
- Document Review & Management — Document Management, Document sets/Packages Supported, Extranets or Portals for Document Sharing, Version Control (+1 more)
- Filing & Compliance — Encryption in transit, timelines, Audit Trail Logging
- Firm Operations & Growth — Integrations with Document Management Systems, Integrations with CRM, Integrations with Digital Signature Apps, Task Management
- Client & Matter Lifecycle — Client Intake
- Communication & Collaboration — Collaboration Tools for Document Automation, Integrations with Business Process Systems
- Billing, Time & Finance — Matter budgeting
Workflow mappings derived from published feature lists. Not independently verified.
Company Info
- Founded: 2021
- Team size: 1-10 employees
- HQ: United States
- Sector: Case Management
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Clarra is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Clarra addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Client calls asking 'what's happening with my case?' — paralegal has to interrupt the attorney because matter status lives in someone's head, not a system
Documents scattered across email, shared drives, attorney desktops, and filing cabinets — paralegal can't find the key document when it's needed for court or a deposition
Managing 200+ open PI cases with medical records, deadlines, and lien tracking in spreadsheets — one missed statute of limitations and the firm faces malpractice
Firm uses separate tools for intake, documents, billing, and e-signatures that don't talk to each other — opening a new matter means entering the same client info 4 times across systems that should but don't share data
PI firm outgrew Clio — 500+ open matters, complex intake routing, and the managing partner wants Salesforce-level dashboards but the current PM tool can't deliver
Plaintiff firm can't scale past 100-200 active cases because every additional case adds linear paralegal/attorney hours for med records, chronologies, and demand work — the economics break without automation
Solo/small firm wants Clio-level automation but can't justify $99-149/user/month for Clio's higher tiers — ends up on the cheapest plan without workflow automation and does everything manually, defeating the purpose of having PM software
Corporate legal department manages 500+ matters across 30 outside firms but has no single source of truth — matter details live in email chains, budget approvals happen via PDF attachments, and when the GC asks 'how many active IP matters do we have in EMEA and what's the projected spend?' the answer takes a paralegal two days to compile from scattered spreadsheets
Mid-size firm's managing partner wants to move from an on-premise case management system to the cloud but the migration feels impossible — 10 years of case data, custom templates, and workflow configurations need to come across without disrupting active matters or losing historical records
Insurance adjuster handling 80 litigated claims manages each one through email threads with defense counsel — case updates arrive as PDF attachments and Word docs, there's no single place to see case strategy, exposure changes, or settlement authority requests, and the adjuster's manager can't tell which cases are stalled until quarterly reviews when it's too late to intervene
Where it fits in your workflow
Before Clarra
New case → client intake → matter details entered → court deadlines/rules identified → documents accumulate → multi-party coordination begins
After Clarra
Case managed through litigation lifecycle → deadlines tracked via rules-based calendaring → documents automated → timeslips auto-generated via AI → analytics dashboard for firm operations
Integrations & hand-offs
Client intake → matter created → court rules applied for calendaring → documents generated via templates → tasks assigned → Zapier connects billing/e-signature/CRM → AI generates timeslips and summarizes documents → analytics for management
Community Data
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