Clio is cloud-based legal practice management software with billing, trust accounting, and client intake. Compare EasyStart, Essentials, Advanced, and…
Category
Legal
Pricing
Subscription, from $49/user/month (EasyStart, billed annually)
Verified
Not yet
Last updated
July 18, 2026
Founded
2007
Headquarters
Burnaby, British Columbia, Canada
Web AppiOSFree TrialAndroidAPIAITemplates
Overview
Clio, built by Themis Solutions Inc., is cloud-based legal practice management software founded in 2007 by Jack Newton and Rian Gauvreau and headquartered in Burnaby, British Columbia, Canada. The company reports serving more than 400,000 legal professionals in over 130 countries.
Clio Manage, the flagship product, centralizes client and matter management, time tracking, billing, trust accounting, and document management for law firms, while companion product Clio Grow covers client intake and lead management.
Key Features
Core capabilities include matter and client management, calendaring with court-date tracking, time and expense tracking, document management with templates and e-signatures, and billing/invoicing with jurisdiction-aware trust (IOLTA) accounting.
Higher tiers add unlimited e-signatures, advanced reporting, client intake automation via Clio Grow, and AI-assisted document drafting capabilities.
Pricing
Clio Manage is priced in four annually billed tiers: EasyStart at $49/user/month, Essentials at $89/user/month (most popular), Advanced at $119/user/month, and Complete at $149/user/month. Monthly billing costs roughly $10-20 more per user than the annual rate.
Additional costs can include Clio Payments processing fees (about 2.95% + $0.20 per transaction) and third-party integrations such as QuickBooks Online.
Key Features
Matter & client management — Centralized records for clients, matters, and related documents and communications.
Time & billing — Time and expense tracking tied directly to invoicing and billing workflows.
Trust accounting — Jurisdiction-aware IOLTA/trust accounting built into the billing module for compliant client-fund handling.
Document management & e-signatures — Document templates, storage, and e-signature collection, with unlimited e-signatures on higher tiers.
Client intake (Clio Grow) — A companion product for lead management and automated client intake, bundled into the Complete tier.
AI drafting — AI-assisted drafting and summarization features available on the Complete plan.
Calendaring & court-date tracking — Legal-specific calendaring that helps firms track filing and court deadlines.
Pros & Cons
Pros
Purpose-built trust accounting compliance features not found in general practice management tools.
Wide adoption (400,000+ legal professionals) and a large integration ecosystem.
Tiered pricing lets solo attorneys and larger firms both find an appropriate plan.
Companion products (Clio Grow) extend the platform into client intake without switching tools.
Cons
Pricing rises significantly between tiers, with AI drafting and full intake automation reserved for the top Complete tier.
Monthly (non-annual) billing carries a notable price premium over annual billing.
Additional costs such as payment processing fees and third-party integrations add to total cost of ownership.
Feature scope may be more than very small or informal legal practices need.
Pricing
EasyStart $49/user/month annual
Essentials $89/user/month annual
Advanced $119/user/month annual
Complete $149/user/month annual
Frequently Asked Questions
How much does Clio cost?
Clio Manage starts at $49/user/month for EasyStart (annual billing), with Essentials at $89, Advanced at $119, and Complete at $149/user/month.
Who founded Clio?
Clio was founded in 2007 by Jack Newton and Rian Gauvreau and is operated by Themis Solutions Inc., headquartered in Burnaby, British Columbia, Canada.
Does Clio handle trust accounting?
Yes, Clio includes jurisdiction-aware trust (IOLTA) accounting built into its billing module, which is a key feature for law firms handling client funds.
What is Clio Grow?
Clio Grow is Clio's companion product for client intake and lead management, bundled into the Complete plan and available as an add-on to other plans.
Does Clio have AI features?
Yes, Clio's Complete plan includes AI-assisted drafting and document summarization capabilities.
Is Clio available on mobile?
Yes, Clio has iOS and Android mobile apps in addition to its web application.