| Price from | — | Free |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 8 | 4 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 8.5 (#28) |
| API | Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. | MerusCase exposes API endpoints for activities, case data, contacts, events, ledgers and other records. |
| Billing and payments | Yes | Yes |
| Compliance | The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations. | MerusCase says its system exceeds HIPAA compliance standards. |
| Document automation | Yes | Templates can merge case data into PDF court forms or Word documents and save the completed file back to its case. |
| Document management | Manage provides cloud document storage, document generation, e-signatures and court filing workflows. | Case contacts, assignments and documents are linked and tagged so firms can organize and search matters. |
| Founded | 2008 | A Paradigm launch release says MerusCase was founded in 2008 and acquired in 2019. |
| Headquarters | Vancouver, British Columbia, Canada | LinkedIn lists headquarters at 1771 Broadway, Oakland, California 94612. |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Listed integrations and connected tools include Microsoft Outlook, Microsoft Word, Google Drive, Microsoft 365, Gmail, DocuSign and CalendarRules. |
| Licence | Clio Manage is delivered as subscription cloud software rather than an open-source package; the vendor does not publish an open-source licence. | Terms describe MerusCase Technology as proprietary, indicating a closed-source commercial service rather than open-source software. |
| Mobile apps | Yes | No |
| Rating on G2 | 4.6 out of 5 from 997 reviews | 4.7 out of 5 from 10 reviews. |
| Rating on GetApp | 4.7 out of 5 from 1,750 reviews | 4.7 out of 5 from 85 reviews. |
| Rating on Software Advice | 4.7 out of 5 from 1,750 reviews | 4.7 out of 5 from 85 reviews. |
| 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. | MerusCase states that data is protected with SSL encryption, firewalls, professional IT administration and nightly backups. |