CaseFlow vs Clio Payments
CaseFlow
caseflow.lawClio Payments
clio.comSide by side
| Figure | CaseFlow | Clio Payments |
|---|---|---|
| Price from | $49/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 7 | 2 |
| Spec score · Legal Payments Software | 8.8 (#4) | 8.9 (#3) |
| Headquarters | The company's careers page gives an address at 2570 N First St, 2nd Floor, San Jose, California. | Vancouver, Canada |
| Purpose | CaseFlow is law firm practice management software for clients, matters, billing, trust accounting, documents, time tracking, and team coordination. | Clio Payments is a payment processing solution built for law firms to collect client bills and trust payments. |
| Security | All plans include two-factor authentication, brute-force and CSRF protection, GDPR tools, encrypted sessions, per-tenant data isolation, and a tamper-evident audit log. | Clio says its payment processing uses bank-grade protection and proactive fraud detection, and that payments are PCI compliant. |
| Support | CaseFlow’s homepage says real people provide 24/7 support and guided migration and onboarding are included on every plan. | 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 product provides IOLTA ledgers, deposits, disbursements, reconciliation, statements and a seven-year trust audit log. | Clio says it separates earned and unearned funds and protects trust account funds from processing fees and chargebacks. |
Plans
CaseFlow
- Solo Practitioner$49 a month
- Firm Growth$69 a month
- Multi-Practice$99 a month
- Solo Practitioner$49 a month
- Firm Growth$69 a month
- Growth$69 a month
- Multi-Practice$99 a month
In their own words
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.