Platform · vertical saas
Clio
Legal practice-management software for case, billing and client intake
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.
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
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.