CARET Pay vs Clio Payments
CARET Pay
caretlegal.comClio Payments
clio.comSide by side
| Figure | CARET Pay | Clio Payments |
|---|---|---|
| Price from | $79/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 2 |
| Spec score · Legal Payments Software | 7.8 (#21) | 8.9 (#3) |
| Payment methods | The payment processing system accepts credit card and ACH payments. | Clients can pay using credit or debit cards, eCheck, digital wallets, or Pay Later with Affirm. |
| Support | Subscriptions include 24/7 customer support by phone and email, plus onboarding, training, and data migration services. | The page lists Clio support by phone and email and says sales is available Monday to Friday, 8 a.m. to 8 p.m. EST. |
| Trust accounting | The payment system keeps trust and operating account balances separate. | Clio says it separates earned and unearned funds and protects trust account funds from processing fees and chargebacks. |
Plans
CARET Pay
- Enterprise$79 a month
- Enterprise Plus$99 a month
- Enterprise Insights$119 a month
In their own words
CARET Pay
CARET Pay has no write-up on Specifiction yet; its figures are above.
Clio Payments
Clio Payments is an online payment processor built into Clio Manage for law firms. Clients can pay by credit or debit card, eCheck, digital wallet or Pay Later with Affirm through a firm website, secure client portal, text, tap to pay or QR code. Firms can set payment plans and recurring payments, store client card and eCheck details, and configure Autocharge triggers based on fee agreements. Payments are associated with client bills, recorded in Clio and synced to the firm's accounting platform. Clio says payments can go to trust or operating accounts, earned and unearned fees stay separate, and processing fees are not debited from IOLTA accounts. Listed transaction rates are 1% for eCheck and ACH, 2.95% for cards (3.75% for Amex), and 4.95% for Pay Later with Affirm. Online payments are included in Clio Manage subscriptions, with transaction fees applying. Availability is listed in the United States, Canada, United Kingdom, Ireland, Australia and Puerto Rico; eCheck is limited to US customers. A seven-day trial is available.