Clio vs MyCase: what each costs and how they differ
Clio vs MyCase comes down to three differences: published prices, accounting and payments. MyCase publishes a price for every plan, while Clio publishes only a starting price for Starter, its entry plan.
Clio includes its accounting module in every plan; MyCase sells MyCase Accounting as a paid add-on to Pro and Advanced. MyCase takes payments through LawPay, which has the same owner, while Clio ended its LawPay integration on August 31, 2026 [1] and now uses its own Clio Payments.
Clio vs MyCase side by side
The plan-feature rows come from each vendor’s pricing page [2] [3]; the sections below cite the rest.
| Compared | Clio | MyCase |
|---|---|---|
| Plans | Starter, Core, Signature, Elite | MyCase Basic, Pro, Advanced |
| Prices published | Starter only, as a starting price with no billing term | Every plan, billed annually or monthly |
| General ledger and bank feeds | Clio Accounting; Clio’s pricing page says every plan includes it | MyCase Accounting add-on, per accounting user, on Pro and Advanced |
| Three-way trust reconciliation | In Clio Accounting | In the MyCase Accounting add-on |
| Trust ledger and reconciliation | Every plan | Every plan |
| Payment processing | Clio Payments, built in | LawPay, same owner, no monthly LawPay fee |
| QuickBooks Online | Core and above | Pro and Advanced |
| Xero | Core and above | Not listed |
| Mobile app and LEDES billing | Every plan | Pro and Advanced |
| Client portal | Core and above | Limited on Basic, full on Pro and Advanced |
| Data migration | Self-serve on Starter, guided on Core and above | Limited on Basic, included on Pro and Advanced |
| Free trial | 7 days, no credit card | 10 days, no credit card |
| Owner | Clio (Themis Solutions Inc.), venture-backed | 8am, LLC (formerly AffiniPay), private-equity-backed |
What Clio and MyCase cost at three team sizes
Clio Starter costs from $49 per user per month, billing term not stated [2, 4]. MyCase Basic costs $50 per user per month, billed annually [3, 5, 6], and MyCase publishes its monthly-billing price too.
Two comparisons can be made with published figures:
- Entry plans: Clio Starter against MyCase Basic. These are not like for like. Starter includes Clio Accounting, the mobile app and LEDES billing. Basic leaves out the mobile app, LEDES, batch billing, payment plans and all integrations, QuickBooks among them [6]. Starter leaves out the QuickBooks, Xero and TrustBooks integrations, the client portal, conflict checks and document templates [2].
- A general ledger and three-way trust reconciliation in the same system: Clio Starter against MyCase Pro plus MyCase Accounting. The MyCase row prices Pro for every user plus one accounting license. Each extra person who keeps the books adds a license.
| Plan | Cost a year, 1 user | Cost a year, 5 users | Cost a year, 20 users |
|---|---|---|---|
| Clio Manage Starter Published a,b | from $588 [2, 4] | from $2,940 [2, 4] | from $11,760 [2, 4] |
| MyCase Basic, billed annually Published c | $600 [3, 5, 6] | $3,000 [3, 5, 6] | $12,000 [3, 5, 6] |
| MyCase Basic, billed monthly Published c | $720 [3, 5, 6] | $3,600 [3, 5, 6] | $14,400 [3, 5, 6] |
| MyCase Pro + 1 MyCase Accounting license Published a | from $1,668 [3, 5, 11–16] | from $6,468 [3, 5, 11–16] | from $24,468 [3, 5, 11–16] |
- billing term not stated
- Plus one-off fees with no published price: Guided data migration, Document migration, Live onboarding training
- Plus one-off fees with no published price: Data import services (outside the plan's scope)
Higher tiers: only MyCase can be costed
Clio’s Core, Signature and Elite plans show “Get pricing” and no figure [2]. Price lists on other sites mostly use Clio’s older plan names, which do not map onto the current plans. To compare MyCase Pro or Advanced with a Clio plan above Starter, you need a written quote from Clio.
| Plan | Cost a year, 1 user | Cost a year, 5 users | Cost a year, 20 users |
|---|---|---|---|
| MyCase Pro, billed annually Published a | $1,200 [3, 5, 16] | $6,000 [3, 5, 16] | $24,000 [3, 5, 16] |
| MyCase Pro, billed monthly Published a | $1,440 [3, 5, 16] | $7,200 [3, 5, 16] | $28,800 [3, 5, 16] |
| MyCase Advanced, billed annually Published a | $1,560 [3, 5, 17] | $7,800 [3, 5, 17] | $31,200 [3, 5, 17] |
| MyCase Advanced, billed monthly Published a | $1,800 [3, 5, 17] | $9,000 [3, 5, 17] | $36,000 [3, 5, 17] |
- Plus one-off fees with no published price: Data import services (outside the plan's scope)
Not published: Clio Manage Core, Signature, Elite
Some extras are unpriced on both sides. Clio Grow, Clio Work and Clio for Personal Injury are quoted through sales. MyCase’s court rules calendaring needs a separate subscription, and data import work outside a plan’s scope is priced in the order [10]. Clio’s full fee list is on the Clio pricing page.
Payment processing: Clio Payments against LawPay
Both products take card, eCheck and pay-later payments inside the billing system, on every plan.
| Product | Card rate | Bank transfer rate | $5,000 a month in 10 card payments | $25,000 a month in 25 card payments | $100,000 a month in 50 card payments | Also needs |
|---|---|---|---|---|---|---|
| Clio Payments | 2.95% Published [2, 18–21] | 1% (eCheck) | $1,770 [2, 18–21] | $8,850 [2, 18–21] | $35,400 [2, 18–21] | Requires a Clio Manage plan |
| LawPay Payments (in MyCase) | 2.99% + $0.30 Published [3, 10, 22–25] | 1% (eCheck) | $1,830 [3, 10, 22–25] | $9,060 [3, 10, 22–25] | $36,060 [3, 10, 22–25] | Requires a MyCase plan |
Clio builds Clio Payments into Clio Manage, for US and Canadian firms that pass an application [18]. The rates are the same on all four plans, with no card brand network fees [2]. Firms can pass card fees to clients as a surcharge, within limits Clio sets [20].
MyCase runs payments through LawPay, included on all three MyCase plans [3]. MyCase customers pay no monthly LawPay fee, only processing fees [24]; LawPay bought on its own is priced differently [22]. MyCase’s pricing page shows no processing rates; those above are from LawPay’s own price list [22], and a MyCase help article gives the same card and eCheck rates [23]. Fees that apply only when something happens, such as a chargeback or a returned eCheck [23], are not in the scenarios.
On both products the firm pays the pay-later fee and cannot pass it to the client [21] [26].
Payments into trust
Both vendors keep processing fees out of the trust account. Clio deposits trust payments in full and takes the fees from the firm’s operating account [19], as it does chargeback fees [27]. MyCase always debits fees from operating, whether the client paid into trust or operating [25].
Why this matters depends on your state. The ABA model rule lets a lawyer put the lawyer’s own money in a trust account only to pay bank service charges ABA Model Rule 1.15(b) [28]. Florida’s bar says that, unless lawyer and client agree otherwise, the lawyer pays transaction fees and they do not come from trust funds Fla. Bar Ethics Op. 21-2, Conclusion 3 [29]. An Illinois bar opinion says that where card payments go into trust, the lawyer must deposit enough of the lawyer’s own money to cover the card fees ISBA Op. 14-01, Opinion (Question 1) [30].
Accounting: included in Clio, an add-on in MyCase
Clio Accounting comes with every Clio plan, Starter included [2]. It has a chart of accounts, journal entries and general ledger reports [31], and syncs bank feeds through Plaid [32]. On Core and above, firms can keep their books in QuickBooks Online [33] or Xero, which needs the firm’s own Xero subscription [34].
Every MyCase plan has a trust ledger and trust reconciliation; the general ledger, bank connection, bank reconciliation, three-way trust reconciliation and check printing are in MyCase Accounting, charged per user given an accounting license [3]. A firm with the add-on also gets one free license for an outside accountant [13].
MyCase syncs with QuickBooks Online only [35] and no longer accepts new QuickBooks Desktop connections [36]. Xero does not appear in its integrations directory [37].
Three-way reconciliation
A three-way reconciliation checks the bank statement, the trust account’s own ledger and the total of the client ledgers against each other. In Clio, trust accounts in Clio Accounting go through a three-way reconciliation [38], and Clio Manage’s trust reconciliation report includes client ledger details [39]. MyCase ties three-way reconciliation to MyCase Accounting [11]. Its pages do not say whether a firm without the add-on can produce a three-way report.
Illinois requires three-way reconciliation reports for every trust account at least quarterly Ill. RPC 1.15A(b)(7) [40]. New Jersey’s Office of Attorney Ethics describes a three-way reconciliation and says it is required monthly New Jersey, OAE outline Part III.B 'Three-Way Reconciliation', p. 12 (PDF p. 15) [41]. The ABA’s model records rules call quarterly reconciliation a minimum and monthly the preferred practice, without using the term three-way ABA Model Trust Account Records Rule 1, Comment (Rule 1(i) paragraph) [42]. Software can produce the report; it does not decide what your state requires.
Ownership: MyCase and LawPay share an owner
MyCase is a product of 8am, LLC, which was called AffiniPay until it launched the 8am name on August 19, 2025 [43]. AffiniPay, then the parent of LawPay, agreed to buy MyCase in June 2022 [44]. In July 2024 the company announced a significant investment by Genstar Capital, with TA Associates keeping a stake [45]. MyCase describes LawPay as also owned by 8am [46], and one set of 8am terms covers both products [10].
Clio’s most recent funding round was a Series G led by NEA in November 2025 [47]. We found no shared ownership between Clio and any other vendor on this site.
Trial and contract terms
Clio. The free trial is 7 days, no credit card [2]. Subscriptions run on a 30-day or 365-day billing cycle [4]. Canceling partway through a term makes the rest of the term’s fees due, and downgrades take effect only at renewal. To cancel, the account administrator calls support, before the renewal date to avoid annual charges [48].
MyCase. The trial is 10 days, no credit card, and no long-term contract or setup fee is required [3]. Subscriptions renew automatically, monthly or annually, fees already paid are not refunded, and price changes apply from the next subscription period [10]. Every user in a firm must be on the same plan [17].
Moving your data. Clio cannot import historical trust and operating transactions; only opening balances per matter or contact move across [7]. MyCase includes data migration on Pro and Advanced and lists it as limited on Basic [3]. A standard migration takes 3 to 7 days [9].
MyCase vs Clio: which suits which firm
Neither product wins overall: with Clio’s prices above Starter unpublished, total cost cannot be compared for most firms, and the site’s comparison method names a winner only when the evidence supports one. By need:
- You want every price before talking to sales: MyCase, which publishes every plan and the accounting add-on [3]. Clio publishes only Starter’s starting price [2].
- You want a general ledger and three-way trust reconciliation with no add-on: Clio, which includes accounting in every plan [2]. MyCase needs Pro or Advanced plus MyCase Accounting [3].
- You want the mobile app and LEDES billing on the cheapest plan: Clio Starter includes both [2]; MyCase Basic includes neither [6].
- You use LawPay, or want your software and processor from one company: MyCase [46]. Clio no longer integrates with LawPay [1].
- You keep your books in Xero: Clio, on Core and above [2] [34]. MyCase lists no Xero integration [37].
- You want monthly billing with no long-term contract: MyCase publishes monthly prices and requires no long-term contract [3]. Clio does not state Starter’s billing term, and its terms make the rest of a term payable on cancellation [8].
- You need to carry trust history across: neither vendor’s pages say it moves in full. Clio cannot import it [7]. MyCase’s list of what migration may cover does not mention it [3], so ask before you sign.
For the wider market, see the law firm accounting software rankings by cost.
Every price here is labeled Published, Estimate or Not published and listed with its sources below. Read how we research prices and how we estimate prices.
Sources
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- American Bar Association: Rule 1.15, Safekeeping Property, as of October 2, 2026. ABA Model Rule (not binding until a state adopts it)
- Florida: Web-based payment-processing services (e.g. Venmo, PayPal) and trust funds, retrieved November 10, 2026. Ethics opinion of the regulator
- Illinois: Credit card used to fund a security retainer, retrieved November 10, 2026. Opinion of a voluntary bar association (not a regulator)
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- Illinois: Rule 1.15A, Required Records, retrieved November 10, 2026. Court rule
- New Jersey: Outline of Recordkeeping Requirements under RPC 1.15 and R. 1:21-6 (Office of Attorney Ethics, Random Audit Compliance Program, revised January 2023), as of December 1, 2025. Regulator handbook
- American Bar Association: ABA Model Rules for Client Trust Account Records (Rule 1 Recordkeeping Generally; Rule 2 Client Trust Account Safeguards), as of September 27, 2023. ABA Model Rule (not binding until a state adopts it)
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