Clio review

Clio ranks first because its entry plan already covers what most firms need day to day, and the higher tiers add depth without forcing a change of system. Starter includes matter and contact management, calendaring with two-way Google and Outlook sync, templated task lists, unlimited document storage, a firm dashboard, the mobile app, time and expense tracking, online payments and trust and operating reconciliation. Core adds custom fields, a secure client portal and AI that drafts bills on a schedule and turns documents into calendar events and tasks. Signature brings kanban matter stages, unlimited custom roles, AI-built reports and multi-currency and split billing, and Elite bundles Clio Grow for intake, online booking and review requests. The weak spots are pricing transparency, since only Starter shows a price, and a short 7-day trial. Firms that want the strongest ecosystem and room to grow will still find it the best fit.

Who it is for

Solo, small and midsize firms that want the broadest feature set and the option to add intake, legal AI and personal injury tools later.

Price

Starter from $49 per user per month; Core, Signature and Elite on request.

STARTING AT $49/USER Starter CLIO MANAGE
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Matter and contact management, calendaring with two-way Google and Outlook sync, and task templates
• Time and expense tracking with online payments by card, eCheck, Apple Pay or Google Pay
• Trust and operating account reconciliation without separate bookkeeping software
• AI bill drafting, document-to-calendar extraction and a secure client portal from the Core plan
• Kanban matter stages, unlimited custom roles and multi-currency billing on Signature

Strengths and weaknesses

• Strength: Unlimited document storage and the mobile app on every plan
• Strength: Legal accounting is built in from the entry plan
• Strength: Clear upgrade path to Clio Grow intake and Clio Work legal AI
• Weakness: Only the Starter price is published; Core and above need a quote
• Weakness: Custom fields are not included on Starter
• Weakness: The 7-day trial is shorter than most rivals

Key facts

• Free trial: 7 days, no credit card
• Security: SOC 2 Type II, per Clio
• Users: 400,000+ legal professionals, per Clio
• Plans: Starter, Core, Signature and Elite

Where it ranks

Clio is No. 1 in our Best Law Practice Management Software verdict.