Starter
- Clio Manage
The foundation for running your practice, with legal accounting built in.
- Store and manage every contact, matter, and document in one system.
- Track time and expenses from anywhere and let clients pay online with card, eCheck, Apple Pay, or Google Pay.
- Reconcile trust and operating accounts without separate bookkeeping software.
- Store and manage every contact, matter, and document in one system.
- Track time and expenses from anywhere and let clients pay online with card, eCheck, Apple Pay, or Google Pay.
- Reconcile trust and operating accounts without separate bookkeeping software.
Core
- Clio Manage
AI-first practice management that takes the busywork off your plate.
Everything in Starter, plus:
- Set billing parameters once and let AI draft accurate bills on schedule.
- Turn documents into calendar events and tasks, confirmed against the source.
- Draft client updates automatically from real case activity.
- Give clients a secure portal to message, pay, and track their matter.
Add-ons available
Everything in Starter, plus:
- Set billing parameters once and let AI draft accurate bills on schedule.
- Turn documents into calendar events and tasks, confirmed against the source.
- Draft client updates automatically from real case activity.
- Give clients a secure portal to message, pay, and track their matter.
Signature
- Clio Manage
Visibility and control to govern every matter, person, and dollar at scale.
Everything in Core, plus:
- Set unlimited custom roles and permissions to control who sees what.
- Track every case on a kanban board with matter stages.
- Ask AI to build reports on profitability and productivity, scheduled to your inbox.
- Bill in multiple currencies and split bills across payers.
Add-ons available
Everything in Core, plus:
- Set unlimited custom roles and permissions to control who sees what.
- Track every case on a kanban board with matter stages.
- Ask AI to build reports on profitability and productivity, scheduled to your inbox.
- Bill in multiple currencies and split bills across payers.
Elite
- Clio Manage
- Clio Grow
Signature’s practice management plus Clio Grow’s client acquisition suite.
Everything in Signature, plus:
- Capture and qualify leads with Grow AI, billed per hired matter.
- Book consultations and run intake with online forms and scheduling.
- Request reviews automatically to build your reputation and search presence.
- Track referrals and ad spend to see what’s actually winning clients.
Add-ons available
Everything in Signature, plus:
- Capture and qualify leads with Grow AI, billed per hired matter.
- Book consultations and run intake with online forms and scheduling.
- Request reviews automatically to build your reputation and search presence.
- Track referrals and ad spend to see what’s actually winning clients.
Add more to your plan
Customize your plan with these add-ons.
Book a demoClio Grow
Organize and simplify client intake to deliver a best-in-class client experience.
- 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.
Included in Elite and Elite Work. Available as an add-on for Core and Signature.
Clio for Personal Injury
Securely manage confidential medical information, settlements, and more.
- Organize medical records and bills by provider and set reminders to follow up.
- Make quick and informed decisions during negotiations using Clio’s settlement calculator.
- Simplify expense tracking for medical liens, damages, and fees, so you can close cases faster.
Compare plans in detail
Starter |
Core |
Popular
Signature |
Save over 17%
Elite |
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| Get Organized | ||||
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Case and contact management
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Calendaring
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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 and Android)
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Firm dashboard
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Custom fields
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Matter stages
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Custom roles and granular permissions
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2
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Unlimited
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Unlimited
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eCheck payments
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1%
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1%
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1%
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1%
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ACH
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1%
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1%
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1%
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1%
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Credit and debit card payments
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2.95% (3.75% Amex)
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2.95% (3.75% Amex)
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2.95% (3.75% Amex)
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2.95% (3.75% Amex)
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Pay Later with Affirm
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4.95%
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4.95%
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4.95%
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4.95%
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Text to pay
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Time and expense tracking
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Multi-currency billing
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Bill payment currency conversion
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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 and bill payments
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UTBMS coding and LEDES billing
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Split billing
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Conflict check
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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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Court e-filing
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Pay per filing
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Pay per filing
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Pay per filing
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Pay per filing
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Accounting integrations (QuickBooks, Xero, TrustBooks)
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Court calendaring rules
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3/firm
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10/firm
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10/firm
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Document templates
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Matter templates
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Virtual desktop drive for PC and Mac
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Apps and integrations
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Automated workflows
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Full-text document search
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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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Trust balance notifications
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Originating credit 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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Saved report views
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5
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Unlimited
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Unlimited
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Custom reporting
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Scheduled report delivery to yourself and others
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| Track Finances | ||||
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Free accountant license
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Financial dashboard
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Bank account sync
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Accounts receivable
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Chart of accounts
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Hard cost sync
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Expense and vendor management
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Trust and operating reconciliation
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Financial reporting
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Check printing
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Cash and accrual reporting
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Auto-match transactions
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Expedited matter creation
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Automated billing
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AI-generated client updates
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Scheduling automation
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Smart task prioritization
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Performance reports
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Proactive recommendations
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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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SAML-based single sign-on (SSO)
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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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| Advanced Document Automation | ||||
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Advanced document automation
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Contact your sales representative for pricing.
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Court forms
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Template building
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| Clio Grow | ||||
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Online client intake forms
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Contact your sales representative for pricing.
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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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Email marketing
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Reputation management
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Website builder
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| Personal Injury | ||||
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Medical records
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Contact your sales representative for pricing.
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Damages
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Settlements
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HIPAA compliance
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Business associate agreement
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Pricing and plans FAQs
Why is Clio the legal AI software you can trust?
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 case files and cites its sources, and you review and approve everything before it reaches a client or the court.
How much does Clio cost?
Clio’s plans start at $49 USD per user per month. There are four plans to choose from: Starter, Core, Signature, and Elite—with higher tiers adding more automation, reporting, and workflow depth. Optional add-ons like Clio Grow and Clio for Personal Injury are available if your firm needs more. For pricing matched to your firm’s size and goals, select “Get pricing” or “Book a demo.”
How does Clio keep my firm's data secure?
Your data is encrypted in transit and at rest. Clio maintains SOC 2 Type 2 and ISO 27001 certifications and meets GDPR requirements, and backs up your data across regions multiple times a day. Independent third parties audit Clio’s security and privacy on a regular basis.
Is Clio reliable, and will my data always be available?
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 two-factor authentication, and you can access your account securely from anywhere.
Can I export my data whenever I want?
Clio supports data portability, backups, and exports. You can retrieve anything you put into your account at any time, in open, non-proprietary formats.
Is my firm's data used to train AI?
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.
How accurate is Clio's AI, and can I trust what it produces?
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.
Is AI included in my plan?
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, and you can review with confidence.
Is accounting included in my plan?
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.
Which plan is right for my firm?
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.
How often does Clio add new features?
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.
What training and support are included?
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.
What is Clio's cancellation policy?
You can cancel your subscription at any time. The current term, whether monthly or annual, is not refundable.