Clio (Clio Duo / Clio Work)
Cloud legal practice management with billing, intake and the Clio Work AI workspace for research and drafting.
Best for Solo and small law firms
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What it does
Clio is an AI powered legal practice management platform designed for law firms of all sizes, from solo practices to large enterprises. Users input their matters, client documents, billing parameters, and communications to run legal operations and manage cases. The system outputs automated invoices, legal research, drafted documents, and synchronized schedules.
Read more: 5 features and how people use themShow less
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Clio Work AI legal research
Analyzes evidence, reviews documents, and drafts legal text grounded in case details and legal sources. It evaluates queries against a massive database of cited legal materials.
Use caseAn attorney examines complex evidence and pulls cited case law across relevant statutes to draft a strategy outline for an upcoming hearing.
From clio.com/pricing/packages -
Billing and trust accounting
Tracks time and expenses across matters, drafts automated client invoices, and facilitates online payments via card or eCheck. It reconciles trust accounts directly without requiring outside bookkeeping tools.
Use caseA billing clerk generates accurate scheduled invoices for active files and allows clients to pay balances online using payment plans.
From clio.com/pricing -
Clio Grow client intake
Captures prospective client inquiries across phone, chat, or email and automates screening and appointment scheduling. It replaces repetitive manual entry with customized digital intake forms.
Use caseA practice manager creates custom intake links for incoming website visitors to book consultations and submit details directly into the firm pipeline.
From clio.com/pricing · image from Clio -
Clio for Clients portal
Provides clients with a secure environment to check case developments, send messages, and transfer files. It also processes digital payments directly from the web or mobile app.
Use caseA client checks matter updates, messages their legal representative securely, and pays an outstanding retainer balance from a mobile phone.
From clio.com/pricing -
Practice and matter management
Organizes contacts, case files, tasks, and calendar events within a single system. It tracks ongoing progress visually across configurable matter stages and kanban boards.
Use caseA paralegal monitors active case workflows on a visual kanban board and assigns matter tasks to prevent missed court deadlines.
From clio.com
Written from Clio's own website, checked . Each feature links to the page it comes from; images are Clio's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Starter | $49 | Not listed | per user | matters, contacts, documents, time/expense, online payments, trust reconciliation; no client portal |
| Core | Not listed | Not listed | per user | price not shown ('Get pricing'); adds conflict check, client portal, accounting integrations, AI client updates |
| Signature | Not listed | Not listed | per user | price not shown; adds custom roles, workflows, SSO, priority support |
| Elite | Not listed | Not listed | per user | demo; adds Clio Grow intake/CRM |
| Clio Work (Signature Work / Elite Work) | Not listed | Not listed | per user | AI research with citations, drafting, Clio Library (1B+ docs), Clio Docket; price not shown |
From Clio (Clio Duo / Clio Work)'s own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Before you pay
- Trains on your data
- No
What Clio says
Your matters and client information stay private to your firm and are never used to train external AI models or for any other external purpose.
Source page - Data retention
- Third party AI providers operate under zero data retention agreements meaning user data is never stored by them.
What Clio says
While Clio Work uses third party AI providers to process requests, it operates under strict zero data retention agreements, meaning your data is never stored or used by those providers
Source page - HIPAA
- Yes
What Clio says
Manage medical records, damages, and settlements, with HIPAA compliance included.
Source page - SOC 2
- Yes
- GDPR
- Yes
What Clio says
Clio Work runs on Clio's enterprise grade infrastructure, certified to SOC 2 Type II, ISO 27001, GDPR, and HIPAA standards.
Source page - Support
- Live chat, phone
What Clio says
Easy to get started, live 24/5 support, training, and worry free data migration.
Source page
Only what Clio's own pages state, with the quote behind each answer. Anything they don't publish is left out rather than guessed.
Getting started with Clio
- Open Vincent in the left navigation to access the workspace for conversations, workflows, and document analysis.
- Optionally select a matter above the text box to provide matter context and log the conversation to the client file.
- Choose a workflow or type a question or instruction directly into the text box.
Written from Clio's own help pages: help.clio.com/hc/en-us
Clio video tutorials
Independent creators on YouTube, not Clio or us. The video loads from YouTube only when you press play.
The free trial
Trial only: Free trial on Starter, Core, Signature and Clio Work (length not stated); Elite via demo
Questions people ask about Clio
How much does Clio cost?
Paid plans start at $49 a month (Starter). 5 plans are listed above, from Clio's own pricing page.
Is Clio free?
There is a free trial but no free plan: Free trial on Starter, Core, Signature and Clio Work (length not stated); Elite via demo.
Does Clio train its AI on my data?
No, the company says your data is not used for training. Source
Is Clio HIPAA compliant?
Yes. Source
Does Clio have an API?
Yes.
Do I need Clio Manage to use Clio Work?
No. You can use Clio Work on its own by uploading documents directly, or connect Clio Manage to pull in your matters, contacts, and firm data automatically. Source
Can I cancel Clio Work anytime?
Yes. You can cancel your subscription at any time, with cancellation taking effect at the end of your current term. Source
Works with
- Integrations
- Gmail, Outlook, QuickBooks, Xero, TrustBooks, Apple Pay, Google Pay, Affirm
Where this came from
Plans, prices and limits were copied from Clio (Clio Duo / Clio Work)'s own pages and the other sources listed, then checked .
- clio.com/pricing/
- clio.com/work/pricing/
- clio.com/
- help.clio.com/hc/en-us
- clio.com/data-migration/
- clio.com/mid-sized-law-firms/
- help.clio.com/hc/en-us/articles/53167049724315-Automated-Email-Filing
- clio.com/enterprise/
- clio.com/practice-types/solo-lawyer-software/
How we collect prices and rank tools · Is something wrong? Correct this listing
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