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Platform · vertical saas

Clio

Legal practice-management software for case, billing and client intake

est. 2008Canada250 appsAI ecosystem: high1 AI tools fit
Visit Cliowww.clio.com

The verdict

Clio is a legal practice-management platform covering case and matter management, time tracking, billing, payments and client intake. Law firms use it to run day-to-day operations in one system.

What it is

Clio organizes a firm's matters, documents, time entries and invoices, with payments and a separate intake-and-CRM product (Clio Grow) for new clients. Its AI assistant, Clio Duo, helps with routine drafting and lookups. Broad integrations make it a hub for legal tooling. The trade-offs: the full suite gets expensive across tiers and add-ons, smaller firms may not use much of it, and migrating an existing firm's data and habits onto it takes effort.

Strengths

  • Covers matters, time tracking, billing and payments in one system
  • Clio Grow adds client intake and a legal CRM alongside the core
  • Broad integrations make it a hub for other legal tools

Trade-offs

  • Full suite and add-ons grow expensive across higher tiers
  • Smaller firms may pay for capability they do not use
  • Migrating an existing firm's data and workflows takes real effort

Best for

Running case management, time tracking and billing for a law firm in a single connected platform.

Not for

Firms wanting a minimal, low-cost tool, since the full suite and add-ons grow expensive across tiers.

AI tools that fit Clio

Scored on how well each tool actually works with Clio — integration depth, workflow fit, and real adoption. Higher is better.

The AI ecosystem

250+ app integrations (accounting, e-signature, court/legal tools), public API, Zapier, and native AI (Clio Duo). Legal-tech ecosystem; the platform many legal tools integrate with.

Public APIZapierClio App Directory

Pricing

Per-user/month plans (EasyStart, Essentials, Advanced, Complete) roughly from the high tens to low hundreds of dollars per user, plus payments fees. Annual billing common.

EasyStart

Custom

  • per user
  • core practice mgmt

Essentials/Advanced

Custom

  • billing, more features
  • per user

Complete

Custom

  • Grow CRM + Manage
  • per user

What people build with it

case and matter managementlegal time tracking and billingpaymentsclient intake and CRMdocument management

Frequently asked

What is Clio used for?
Running a law firm's case and matter management, time tracking, billing, payments and client intake in one practice-management platform.
Does Clio have AI features?
Yes. Clio Duo, its AI assistant, helps with routine drafting and lookups inside the platform's case and document tools.
Can Clio connect to accounting software?
Yes. It syncs invoices and payments to tools such as QuickBooks, keeping a firm's accounting aligned with its billing.
Is Clio expensive for small firms?
It can be. The full suite and add-ons add up across tiers, so smaller firms should match the plan to the features they will use.