Clio Accounting vs Rocket Matter
Clio Accounting
clio.comRocket Matter
rocketmatter.comSide by side
| Figure | Clio Accounting | Rocket Matter |
|---|---|---|
| Price from | $49/mo | $4.92/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 10 |
| Spec score · Trust Accounting Software | 9.2 (#1) | 8.5 (#12) |
| Spec score · Legal Trust Accounting Software | 9.2 (#3) | 8.6 (#11) |
| Founded | 2008 | 2008 |
| Headquarters | Vancouver, Canada | Boca Raton, Florida, United States |
| Integrations | Clio advertises more than 250 app integrations, including QuickBooks, Xero, OneDrive, Google Drive, Dropbox, Box, NetDocuments, Gmail, Outlook, and Zapier. | Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. |
| Rating on Apple App Store | 4.8 out of 5 from 9K ratings for Clio for Law Firms and Lawyers. | 1.4 out of 5 from 59 ratings |
| Rating on G2 | 4.6 out of 5 from 1,052 reviews. | 4.3 out of 5 from 173 reviews |
| Rating on Google Play | 4.3 out of 5 from 743 reviews for Clio for Law Firms and Lawyers. | 1.5 out of 5 from 29 reviews |
| Rating on TrustRadius | 8.2 out of 10 from 119 reviews and ratings. | 9 out of 10 from 5 reviews and ratings |
| Reporting | The product provides financial insights, cash-flow views, vendor and expense management, and tax-reporting outputs. | Advanced reporting offers more than 50 starting reports, custom queries, KPI dashboards, origination, productivity and matter-budget reports. |
| Support | Every plan includes 24/5 live chat, phone, and email support, an online help center, user community access, and training. | The pricing page says every plan includes unlimited support and free data migration. |
| Trust accounting | It separates earned and unearned funds, reconciles trust and operating accounts, and provides trust ledgers and reconciliation reports. | Trust features include separate matter accounts, operating and trust ledgers, replenishment requests, reconciliation, holds and LEDES details. |
| What it does | Clio Accounting is cloud accounting and bookkeeping software for law firms, integrated into Clio Manage. | Rocket Matter is a cloud legal-practice platform for managing matters, documents, time, billing, payments, trust accounting, calendars, tasks and reporting. |
Plans
Clio Accounting
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
Rocket Matter
- Core CRM$39 a month
- Essentials$59 a month
- Essentials$59 a year
- Pro$95 a month
- Pro$95 a year
- Premier$115 a year
- Premier$115 a month
- Elite$145 a year
- Elite$145 a month
- Enterprise CRM$147 a month
In their own words
Clio Accounting
Clio Accounting is legal and trust accounting software for legal professionals and law firms. It provides a system of record for firm finances and automates financial workflows, transaction matching, and reconciliation. The software keeps earned and unearned funds separate, reconciles trust and operating accounts, and provides ledger and reconciliation reports. Financial features include accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reports; bank transactions are matched to the firm's books automatically. Accounting is included with Clio plans from Starter upward, but it cannot be bought on its own and requires a Clio Manage subscription. Starter is listed at $49 a month, billed per user, and includes Clio Manage, legal accounting, and trust and operating reconciliation. Clio supports more than 250 app integrations, including QuickBooks and Xero, and offers an API for custom integrations and workflow automation. It is available on web, Android, iOS, and through an API. Clio was founded in 2008 and is headquartered in Vancouver, Canada.
Rocket Matter
Rocket Matter has no write-up on Specifiction yet; its figures are above.