| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 8 | 1 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 7.8 (#81) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 7.5 (#31) |
| Client portal | Yes | Clients can exchange documents with the firm and see only matters the firm explicitly shares with them. |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Listed optional connections include Google for email import and calendar sync, Microsoft for calendar sync, and Anthropic for migration classification using file and folder names rather than file contents. |
| 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. | Files use per-matter AES-256-GCM encryption, and the site says traffic is TLS-encrypted and data is hosted in the United States on AWS. |