| Price from | — | C$69/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 8 | 3 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 8.2 (#44) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 8.1 (#21) |
| Client portal | Yes | The branded client portal supports secure messaging, document sharing, digital intake forms, and online invoice payment. |
| Founded | 2008 | 2021 |
| Free plan | No | No |
| Headquarters | Vancouver, British Columbia, Canada | Toronto, Ontario, Canada |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | The pricing page lists PCLaw and Clio migration, online invoice payments, and an accountant portal; it does not name other software integrations. |
| Security | Clio states that data is encrypted with TLS 1.2 or higher in transit and AES-256 at rest, with regional AWS hosting and backups. | The security page states that data is hosted and processed in Canada, is encrypted at rest with AES-256 and in transit with TLS 1.3, and that JuriOS is SOC 2 Type II certified and PIPEDA compliant. |
| Trust accounting | Yes | It provides automated monthly three-way trust reconciliation, overdraft prevention, an immutable audit trail, and Law Society reports for LSO, LSBC, and LSA. |