Legal practice management plans that scale with your firm

Clio is legal AI that knows your matters, your clients, and the law. It’s built with the security and control firms require. The AI is grounded in your matters and cites its sources, and you review and approve everything before it reaches a client or the court.

Clio’s plans start at $69 CAD per user per month. There are four plans to choose from: Starter, Core, Signature, and Elite. Higher tiers add more automation, reporting, and workflow depth. Optional add-ons like Clio Grow are available if your firm needs more. For pricing matched to your firm’s size and goals, select “Get pricing” or “Book a demo.”

Your data is encrypted in transit and at rest. Clio is SOC 2 Type II certified, handles personal information in line with PIPEDA, and backs up your data multiple times a day using mirrored facilities. Independent third parties audit Clio’s security and privacy on a regular basis.

Yes. Clio offers a 99.9% uptime guarantee, so your firm’s data is available when you need it. Every plan includes unlimited storage, encrypted backups, and multi-factor authentication, and you can access your account securely from anywhere.

Clio supports data portability, backups, and exports. You can retrieve your firm’s data—such as contacts, matters, and financial records—in open, nonproprietary formats at any time while your account is active, or within 90 days of cancellation.

No. Your firm’s data stays in Clio and is never used for AI training or any other external purpose. Client and matter information remains private to your firm and is protected by the same standards as the rest of your account.

Clio’s AI is grounded in your matter details and authoritative legal sources, and it cites those sources so you can check the work. It handles the first pass, freeing you to focus on the judgment calls, and you review and approve everything before it reaches a client or the court.

Yes, on Core and above. AI comes as part of the plan rather than as a separate add-on. It works inside your matters to draft client updates, flag risks before they become issues, prioritize tasks, and prep billing, so those routine tasks take less time out of your day. You review and approve everything before it goes out.

Yes, on every Clio plan, from Starter up. Accounting comes as part of your subscription, not a separate purchase, so you can sync bank transactions, manage accounts receivable, reconcile trust and operating accounts, and run financial reports without paying for a separate bookkeeping platform.

Our team helps you find the plan matched to your firm and goals, with a guided setup to get you up and running. Book a demo to walk through the plans and get pricing for your firm.

Clio ships product improvements several times a month, shaped by feedback from firms like yours. Updates roll out automatically, so you’re always on the latest version with nothing to install.

Every plan includes unlimited access to training and support. Our learning resources cover product walkthroughs, how-to videos, and FAQs. Our support team is available by phone, email, or live chat 24/5, from Monday morning through Friday evening.

You can cancel your subscription at any time. Cancellation takes effect at the end of your current term, whether monthly or annual.