$49 $
USD
user / month
$49 $
USD
user / month
$49 $
USD
user / month
$49 $
USD
user / month
$49 $
USD
user / month
$49 $
USD
user / month
$49 $
USD
user / month
EasyStart
💡 Ideal for firms moving from spreadsheets or manual processes
Work smarter. Start with the basics.
- Core tools to track time, bill clients, and manage documents
- Built-in e-signatures and secure client communications
- Simplified workflows that save hours each week
Work smarter. Start with the basics.
- Core tools to track time, bill clients, and manage documents
- Built-in e-signatures and secure client communications
- Simplified workflows that save hours each week
$89 $
USD
user / month
$89 $
USD
user / month
$89 $
USD
user / month
$89 $
USD
user / month
$89 $
USD
user / month
$89 $
USD
user / month
$89 $
USD
user / month
Essentials
💡 Great for growing firms ready to streamline operations
Get organized. Stay connected.
- Work faster with document and matter templates
- Keep clients connected with a secure communication portal
- Work seamlessly with 250+ app integrations
Add-ons available
Get organized. Stay connected.
- Work faster with document and matter templates
- Keep clients connected with a secure communication portal
- Work seamlessly with 250+ app integrations
$119 $
USD
user / month
$119 $
USD
user / month
$119 $
USD
user / month
$119 $
USD
user / month
$119 $
USD
user / month
$119 $
USD
user / month
$119 $
USD
user / month
Advanced
💡 The best of Clio for firms ready to take their operations to the next level
Automate more. Personalize faster.
- Automate task assignments, document and matter creation
- Custom reports on profitability, productivity, and progress
- Live onboarding and priority support
Add-ons available
Automate more. Personalize faster.
- Automate task assignments, document and matter creation
- Custom reports on profitability, productivity, and progress
- Live onboarding and priority support
$149 $
USD
user / month
$149 $
USD
user / month
$149 $
USD
user / month
$149 $
USD
user / month
$149 $
USD
user / month
$149 $
USD
user / month
$149 $
USD
user / month
Expand
💡 Perfect for firms aiming to grow clients and ROI, with Clio Grow included
Everything you need to power firm growth.
- Capture and convert leads with powerful legal CRM tools
- Automate every touchpoint—from inquiry to invoice
- See the full ROI of your marketing efforts
Add-ons available
Everything you need to power firm growth.
- Capture and convert leads with powerful legal CRM tools
- Automate every touchpoint—from inquiry to invoice
- See the full ROI of your marketing efforts
Add more to your plan
Customize your plan with these add-ons.
Document Automation
Clio Draft
Automate routine legal drafting with easy-to-fill templates and court forms.
View DetailsAdd 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
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
|
Contact your sales representative for pricing. |
|||
Legal AI
Manage AI
Delivering outcomes, not outputs—Manage AI plans, schedules, drafts, and bills for you.
View DetailsAdd More to Your Plan
Manage AI
Transform your practice with artificial intelligence. Manage AI delivers real outcomes, not just outputs, and transforms tasks into completed work.
- Instantly turn court documents into verified calendar events
- Stay ahead with prioritized tasks and risk alerts
- Send timely, AI-drafted client updates with ease
- Generate accurate, payment-ready invoices automatically
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
| - |
Contact your sales representative for pricing. |
||
Client Intake and CRM
Clio Grow
Manage client intake and grow your firm in one organized system.
View DetailsAdd 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
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
| - |
+$59 +$69 user/month +$399 one-time account setup |
+$59 +$69 user/month +$399 one-time account setup |
Included Account setup included |
Legal Accounting
Clio Accounting
Manage and analyze every transaction in one system of record.
View DetailsAdd More to Your Plan
Clio Accounting
Take control of your legal accounting with confidence. With Clio Accounting, you can:
- Make informed business decisions by tracking all of your firm's financial data in one system of record
- Reduce errors by automating financial entry, transaction matching, and account reconciliation
- Manage funds in trust and operating accounts in compliance with jurisdictional requirements
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
|
Only available in the United States. Contact your sales representative for pricing. |
|||
Personal injury
Clio for Personal Injury
Simplify how your firm manages medical records, damages, and settlements.
View DetailsAdd More to Your Plan
Personal injury
Securely manage confidential medical information, settlements, and more. Features include:
- 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
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
| - |
Only available in the United States. Contact your sales representative for pricing. |
||
HIPAA liability protection
Coverage with signed BAA
Store and process protected health information in compliance with HIPAA regulations.
View DetailsAdd More to Your Plan
HIPAA liability protection
Meet your firm's compliance obligations for representing HIPAA-covered entities. Features include:
- Ensure HIPAA compliance by entering into a business associate agreement
- Securely store and process personal health information
- Add additional security with two-factor authentication
| EasyStart | Essentials | Advanced | Expand |
|---|---|---|---|
| - |
Only available in the United States. Contact your sales representative for pricing. |
||
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.
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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.
-
Built-in court filing
Electronically file and serve court documents in California, Texas, or Georgia state courts without ever leaving Clio.
Compare plans in detail
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$ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD EasyStart |
$ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD
Essentials
|
Popular
$ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD
Advanced
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Save over 16%19%19%22%
$ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD
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$ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD $ 49 USD $ USD $ 59 USD $ USD EasyStart |
$ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD $ 89 USD $ USD $ 99 USD $ USD
Essentials
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Popular
$ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD $ 119 USD $ USD $ 139 USD $ USD
Advanced
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Save over 16%19%19%22%
$ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD $ 149 USD $ USD $ 169 USD $ USD
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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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| Get Paid | |||||
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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%, 3.5% 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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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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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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Split 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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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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Documents 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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Advanced tasks
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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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Origination 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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| 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
|
|||||
| Advanced Document Automation | |||||
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Advanced document automation
|
Contact your sales representative for pricing. |
||||
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Court forms
|
|||||
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Template building
|
|||||
| Manage AI | |||||
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Scheduling automation
|
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Contact your sales representative for pricing. |
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Smart task prioritization
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AI-generated client updates
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Automated billing
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Document analyser
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| Clio Grow | |||||
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Online client intake forms
|
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+$59+$69 user / month |
+$59+$69 user / month |
Included |
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Online appointment booking
|
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||||
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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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Website builder
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| Clio Accounting | |||||
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Financial dashboard
|
Only available in the United States. Contact your sales representative for pricing. |
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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
|
|||||
| Personal Injury | |||||
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Medical records
|
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Only available in the United States. 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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||||
| HIPAA liability protection | |||||
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Business associate agreement
|
|
Only available in the United States. Contact your sales representative for pricing. |
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Why is Clio software you can trust?
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 annually).
