$39$49
USD
user / month
$39$49
USD
user / month
$39$49
USD
user / month
$39$49
USD
user / month
EasyStart
Track your time and get paid.
Features
- Manage calendars, documents, and tasks in one place
- Get paid faster by offering clients flexible online payment options
- Accurately track time and bill for hourly, flat fee, or contingency matters
- Work more efficiently with email and e-signature integrations
- Case, calendar, and task management
- Time and expense tracking
- Hourly, flat fee, and contingency billing
- Online payments
- Unlimited document storage
- E-signature, Gmail, and Outlook integrations
$69$79
USD
user / month
$69$79
USD
user / month
$69$79
USD
user / month
$69$79
USD
user / month
Essentials
Centralize the way you work and connect with clients.
EasyStart features plus:
- Collaborate with clients through a secure portal and text message
- Complete documents faster by auto-filling case data
- Never miss a court deadline with automated scheduling and reminders
- Connect your favorite tools with a library of over 250 integrations
Add-ons available Add-ons available
Everything in EasyStart plus:
- Secure client portal
- Text messaging
- Document templates
- Court calendar rules
- Virtual desktop drive
- 250+ apps and integrations
$99$119
USD
user / month
$99$119
USD
user / month
$99$119
USD
user / month
$99$119
USD
user / month
Advanced
Maximize productivity and improve business intelligence.
Essentials features plus:
- Visualize case progress and gain insights on profitability
- Never misplace a document with full document search
- Help more clients with unlimited e-signatures
- Access live onboarding and priority support
Add-ons available Add-ons available
Everything in Essentials plus:
- Matter stages and advanced tasks
- Full-text document search
- Unlimited e-signatures
- Financial and productivity reports
- Live onboarding training
- Priority phone, email, and live chat support
$129$149
USD
user / month
$129$149
USD
user / month
$129$149
USD
user / month
$129$149
USD
user / month
Complete
Get everything you need to run your firm, including Clio Grow.
Advanced features plus:
- Simplify and oversee your client intake process from one central location
- Automate appointment bookings, follow-up emails, and reminders
- Collect accurate client information with online intake forms
- Attract and win new clients with a professional website and Google Ads
Add-ons available Add-ons available
Everything in Advanced plus:
- Online client intake forms
- Online appointment booking
- Automated client emails
- Automated intake workflows
- Website builder
- Lead and revenue reporting
Add More to Your Plan
Clio Grow
Organize and simplify client intake to deliver a best-in-class client experience. Features include:
- Eliminate data entry with customizable intake forms
- Reduce back and forth with potential clients using online appointment booking
- Attract more clients with Google's Local Services Ads for Clio
Add More to Your Plan
HIPAA compliance
Fulfill your protected health information obligations in a manner consistent with HIPAA standards. Features include:
- Securely store and process ePHI data
- Protect ePHI data with two-factor authentication
- Clarify ePHI expectations with a Business Associate Agreement
Add More to Your Plan
Advanced document automation
Reduce the time you spend searching for and drafting routine legal documents. Features include:
- Access an online library of up-to-date, fillable court forms for all U.S. states
- Turn your most-used documents into reusable templates
- Autofill documents with accurate client and case information
Enjoy with all plans
-
Secure, reliable cloud software
Securely access your firm's data with unlimited storage, encrypted backups, 2FA, and a 99.9% uptime guarantee.
-
Award-winning 24/5 support
Get the support you need, when you need it with unlimited support by phone, email, or live chat.
-
Worry-free data migration
Bring in everyone's data and get set up in a way that works for your firm.
-
Industry-compliant online payments
Accept client payments anytime, anywhere with competitive processing rates and no hidden fees.
Compare plans in detail
|
$ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD EasyStart |
$ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD Essentials |
Popular
$ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD Advanced |
Save over 15%
$ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD Complete |
|---|
|
$ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD EasyStart |
$ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD Essentials |
Popular
$ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD Advanced |
Save over 15%
$ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD Complete |
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| Get Organized | |||||
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Case and contact management
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Calendering
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Task management
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Document storage
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Unlimited
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Unlimited
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Unlimited
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Unlimited
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Mobile app (iOS & Android)
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Firm dashboard
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Custom fields
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Matter stages
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eCheck payments (US)
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$2.00
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$2.00
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$2.00
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$2.00
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Credit and debit card payments (US)
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2.95%, 3.5% AMEX
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2.95%, 3.5% AMEX
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2.95%, 3.5% AMEX
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2.95%, 3.5% AMEX
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Credit card payments (Canada)
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2.95%
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2.95%
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2.95%
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2.95%
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Time and expense tracking
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Hourly, flat rate, and contingency billing
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Invoicing
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Payment plans
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Bill customization and branding
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Automated bill reminders
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UTBMS coding and LEDES billing
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| Increased Productivity | |||||
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E-signature
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3
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15
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Unlimited
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Unlimited
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Email integrations (Gmail and Outlook)
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Trust account management
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Accounting integrations (QuickBooks, Xero, TrustBooks)
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Court calendaring rules
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3
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10
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10
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Documents templates
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Virtual desktop drive for PC and Mac
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Apps and integrations
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Full-text document search
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Advanced tasks
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Matter Templates
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| Stay Connected | |||||
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Clio for Clients secure client portal
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Clio for Clients mobile app (iOS and Android)
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Secure messaging and document sharing
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Text messaging and reminders
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Clio for Co-Counsel portal
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| Enhance Business Insights | |||||
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Financial and activity reporting
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Trust account reporting
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Originating attorney reporting
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Matter budgets
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Fee allocation reporting
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Task progress reporting
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Task productivity reporting
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| Access Support and Training | |||||
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24/5 live chat, phone, and email support
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Online help center
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Online Clio user community
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Virtual training
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Data migration
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Self serve
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Guided
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Guided
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Guided
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Live onboarding training
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Priority live chat, phone, and email support
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Add-ons
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| Clio Grow | |||||
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Online client intake forms
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+$49+$59 user / month |
+$49+$59 user / month |
Included |
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Online appointment booking
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Automated client emails
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Automated intake workflows
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Referral reporting
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Google's Local Services Ads
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Website builder
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| HIPAA Compliance | |||||
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HIPAA-compliant PHI storage
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Contact your sales respresentative for pricing. |
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| Advanced Document Automation | |||||
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Advanced document automation
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Contact your sales respresentative for pricing. |
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Court forms
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Template building
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Industry-leading security
We ensure that your communications are secure using bank-grade 256-bit SSL encryption. All of Clio’s infrastructure is hosted using physically secure, managed data centers that meet the rigid SSAE 16 specifications. Geo-redundant backups are performed multiple times per day, and site security and privacy are routinely audited by respected third parties.
Data redundancy and exporting
Clio supports data portability, backups, and exports. Any information put into your Clio account can be retrieved, at any time, in convenient non-proprietary, open formats.
New features and product updates
We are continually working to ensure that Clio remains the leading and most innovative cloud-based practice management system available. Thanks to valued feedback from customers like you, product improvements and updates are integrated seamlessly several times per month.
Customer training and 24/5 support
With Clio, you get unlimited free access to training and support resources. Our comprehensive learning material includes product walkthroughs, how-to videos, and FAQs.
Our knowledgeable support team is also available to provide flexible support as needed 24/5—that’s all day and all night from Monday morning to Friday evening.
Cancellation policy
Although we hope you’ll find Clio a good fit for your practice management needs, you can discontinue a subscription at any time; however, there are no refunds for the current term (monthly or yearly).
