EasyStart
Track your time and get paid.
$39$49
USD
/user/month
$39$49
USD
/user/month
$39$49
USD
/user/month
$39$49
USD
/user/month
Features
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
- Work smarter with e-signatures, plus Outlook and Gmail integrations.
Essentials
Streamline your client relations, case management, documents, and more.
$69$79
USD
/user/month
$69$79
USD
/user/month
$69$79
USD
/user/month
$69$79
USD
/user/month
Everything in EasyStart and...
- Securely communicate and collaborate with clients, from anywhere.
- Add templates and auto-fill documents using case and custom data.
- Customize automated workflows, and track court deadlines with reminders.
- Connect Clio to 200+ apps including QuickBooks, Zoom, and more.
Advanced
Maximize your productivity and improve your business intelligence.
$99$119
USD
/user/month
$99$119
USD
/user/month
$99$119
USD
/user/month
$99$119
USD
/user/month
Everything in Essentials and...
- Manage staff workload and bottlenecks with increased task detail.
- Gain insights on case profitability, billing contributions, and more.
- Help more clients with fast document searches and unlimited e-signatures.
- Get live onboarding sessions and training, with priority support.
Complete
Get everything you need to run your firm in the cloud.
$129$149
USD
/user/month
$129$149
USD
/user/month
$129$149
USD
/user/month
$129$149
USD
/user/month
Everything in Advanced and...
- Clio Grow ($49/user value)($59/user value)
- Prevent missed opportunities with a streamlined client intake process.
- Deliver an effortless client experience with online appointment bookings.
- Save time on repetitive tasks with automated intake forms and emails.
- Optimize your marketing dollars with referral source reporting.
Enjoy these with all plans
-
Unlimited data storage you control
Maintain full data ownership, and control it all with multi-level user permissions.
-
Award-winning 24/5 support
Data migration regardless of user count. Ongoing support via phone, email, or live chat.
-
Secure, reliable cloud software
Priority, encrypted data backups, with 2FA and a 99.99% uptime SLA guarantee.
-
Online payments made simple
2.8% fee per card transaction, $2 per eCheck transaction, no network fees. US only.
Compare plans in detail
EasyStart$ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD |
Essentials$ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD |
Advanced$ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD |
Complete$ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD |
|---|
EasyStart$ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD $ 39 USD $ 49 USD |
Essentials$ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD $ 69 USD $ 79 USD |
Advanced$ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD $ 99 USD $ 119 USD |
Complete$ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD $ 129 USD $ 149 USD |
||
|---|---|---|---|---|---|
| Get Organized | |||||
|
Case and Contact Management
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Calendar (Google and Microsoft Office Sync)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Task Management
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Document Storage
|
EasyStart Unlimited |
Essentials Unlimited |
Advanced Unlimited |
Complete Unlimited |
|
|
Mobile App (iOS and Android)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Firm Dashboard
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Financial and Activities Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Trust Account Management
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Accounting Software Integration (QuickBooks, Xero)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Advanced Tasks
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Full Text Document Search
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Custom Fields
|
EasyStart |
Essentials Unlimited |
Advanced Unlimited |
Complete Unlimited |
|
| Get Paid | |||||
|
eCheck Payments (Per Transaction, US Only)
|
EasyStart $2.00 |
Essentials $2.00 |
Advanced $2.00 |
Complete $2.00 |
|
|
Credit and Debit Card Payments (Per Transaction, US Only)
|
EasyStart 2.8% |
Essentials 2.8% |
Advanced 2.8% |
Complete 2.8% |
|
|
Time and Expense Tracking
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Digital Invoicing
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Flexible Payment Plans
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Hourly, Flat Rate and Contingency Billing
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
UTMBS Coding and LEDES Billing
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Bill Customization and Branding
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Automated Bill Reminders
|
EasyStart |
Essentials |
Advanced |
Complete |
|
| Work Smart | |||||
|
Email and Time Filing Integration (Gmail and Outlook)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Send Documents for E-signatures (Per User/Month)
|
EasyStart 3 |
Essentials 15 |
Advanced Unlimited |
Complete Unlimited |
|
|
Court Calendaring Rules (Jurisdictions)
|
EasyStart |
Essentials 3 |
Advanced 10 |
Complete 10 |
|
|
Custom Forms and Template Creation
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Virtual Desktop Drive (PC and Mac)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Access to Apps and Integrations
|
EasyStart |
Essentials |
Advanced |
Complete |
|
| Get Connected | |||||
|
Clio for Clients Secure Client Portal
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Secure Messaging and Document Sharing
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Client Mobile App (iOS and Android)
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Client Mobile App Document Scanner
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Text Message Calendar Notifications and Reminders
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Clio for Co-Counsel Portal
|
EasyStart |
Essentials |
Advanced |
Complete |
|
| Get Business Intelligence | |||||
|
Trust Account Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Originating Attorney Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Matter Budgets
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Fee Allocation Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Task Progress Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Task Productivity Reporting
|
EasyStart |
Essentials |
Advanced |
Complete |
|
| Get Support and Training | |||||
|
24/7 Online Help Center
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
24/7 Virtual Clio User Community
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
24/5 Live Chat, Phone, and Email Support
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Virtual Training
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Data Migration
|
EasyStart Self-serve |
Essentials Guided |
Advanced Guided |
Complete Guided |
|
|
Live Onboarding Training
|
EasyStart |
Essentials |
Advanced |
Complete |
|
|
Priority Live Chat, Phone, and Email Support
|
EasyStart |
Essentials |
Advanced |
Complete |
|
| Get And Retain More Clients: Clio Grow Add-On | |||||
|
Monthly Cost
|
EasyStart |
Essentials + $49/user/month+ $59/user/month |
Advanced + $49/user/month+ $59/user/month |
Complete Included |
|
|
Online Client Intake Forms
|
EasyStart |
Essentials With Add-On |
Advanced With Add-On |
Complete Included |
|
|
Online Appointment Booking
|
EasyStart |
Essentials With Add-On |
Advanced With Add-On |
Complete Included |
|
|
Automated Client Emails
|
EasyStart |
Essentials With Add-On |
Advanced With Add-On |
Complete Included |
|
|
Automated Intake Workflows
|
EasyStart |
Essentials With Add-On |
Advanced With Add-On |
Complete Included |
|
|
Referral Reporting
|
EasyStart |
Essentials With Add-On |
Advanced With Add-On |
Complete Included |
|
|
One-Time Grow Account Setup (Onboarding Package)
|
EasyStart |
Essentials + $399 |
Advanced + $399 |
Complete Included |
|
Clio is software you can trust. Here’s why
Industry-leading security
Clio ensures that your data is secure using bank-grade 256-bit SSL encryption. Clio’s infrastructure is hosted in physically secure data centers that meet rigid SSAE 16 specifications. Geo-redundant backups are performed daily, and site security and privacy are routinely audited by 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
To ensure Clio remains the leading and most innovative cloud-based legal software solution available, our talented team continuously releases product enhancements and updates.
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 12:00 a.m. Monday to midnight on Friday.
Cancellation policy
Although we hope you find Clio a good fit, you can cancel at any time.