Clio vs MyCase: what each costs and how they differ

Official prices: Clio and MyCase.

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.

Clio and MyCase compared: what each publishes and includes
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.
Published prices: Clio Starter, MyCase Basic, and MyCase Pro with one MyCase Accounting license
PlanCost a year, 1 userCost a year, 5 usersCost a year, 20 users
Clio Manage Starter Published a,bfrom $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 afrom $1,668 [3, 5, 11–16]from $6,468 [3, 5, 11–16]from $24,468 [3, 5, 11–16]
  1. billing term not stated
  2. Plus one-off fees with no published price: Guided data migration, Document migration, Live onboarding training
  3. 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.

Higher tiers: MyCase Pro and Advanced, with Clio Core, Signature and Elite unpriced
PlanCost a year, 1 userCost a year, 5 usersCost 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]
  1. 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.

Card processing cost a year in three scenarios
ProductCard rateBank 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 paymentsAlso needs
Clio Payments2.95% 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

  1. Clio help: Activate Clio Payments, retrieved November 10, 2026
  2. Clio: Pricing, as of October 28, 2026
  3. MyCase: Pricing, retrieved November 10, 2026
  4. Clio help: Manage Account and Payment Information in Clio Manage, retrieved November 10, 2026
  5. MyCase: How much does mycase cost, retrieved November 10, 2026
  6. MyCase: Mycase basic tier, retrieved November 10, 2026
  7. Clio help: Clio Manage Data Migration Overview, retrieved November 10, 2026
  8. Clio: Terms of service, as of September 24, 2026
  9. MyCase: Migrating data from a previous system into mycase, retrieved November 10, 2026
  10. 8am.com: Terms of service, retrieved November 10, 2026
  11. MyCase: Features, legal accounting software, retrieved November 10, 2026
  12. MyCase: How to add accounting subscription to mycase, retrieved November 10, 2026
  13. MyCase: How to add free accountant license to mycase accounting, retrieved November 10, 2026
  14. MyCase: How to cancel an accounting add on subscription to mycase, retrieved November 10, 2026
  15. MyCase: Performing bank reconciliations in mycase accounting, retrieved November 10, 2026
  16. MyCase: Mycase pro tier, retrieved November 10, 2026
  17. MyCase: Mycase advanced tier, retrieved November 10, 2026
  18. Clio help: Get Started with Clio Payments, retrieved November 10, 2026
  19. Clio help: Set Transaction Fee Schedule, retrieved November 10, 2026
  20. Clio help: Set Up Surcharging, retrieved November 10, 2026
  21. Clio help: Review Accepted Payment Methods, retrieved November 10, 2026
  22. LawPay: Pricing, retrieved November 10, 2026
  23. MyCase: Mycase payments migration 2025, retrieved November 10, 2026
  24. MyCase: Integrating lawpay with mycase, retrieved November 10, 2026
  25. MyCase: Online payment settlement times payment disputes, retrieved November 10, 2026
  26. MyCase: Getting paid with pay later, retrieved November 10, 2026
  27. Clio help: Payment Disputes and Chargebacks, retrieved November 10, 2026
  28. American Bar Association: Rule 1.15, Safekeeping Property, as of October 2, 2026. ABA Model Rule (not binding until a state adopts it)
  29. Florida: Web-based payment-processing services (e.g. Venmo, PayPal) and trust funds, retrieved November 10, 2026. Ethics opinion of the regulator
  30. Illinois: Credit card used to fund a security retainer, retrieved November 10, 2026. Opinion of a voluntary bar association (not a regulator)
  31. Clio help: Manage Accounts and Journal Entries, retrieved November 10, 2026
  32. Clio help: Set Up Clio Accounting, retrieved November 10, 2026
  33. Clio help: QuickBooks Online and Clio, retrieved November 10, 2026
  34. Clio help: Xero and Clio, retrieved November 10, 2026
  35. MyCase: Quickbooks sync overview, retrieved November 10, 2026
  36. MyCase: Quickbooks for desktop intuit sync manager, retrieved November 10, 2026
  37. MyCase: Mycase integrations directory, retrieved November 10, 2026
  38. Clio help: Operating and Trust Reconciliation, retrieved November 10, 2026
  39. Clio help: View Reconciliation Reports, retrieved November 10, 2026
  40. Illinois: Rule 1.15A, Required Records, retrieved November 10, 2026. Court rule
  41. 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
  42. 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)
  43. 8am.com: Press releases, 8am launches leading professional business platform, retrieved November 10, 2026
  44. MyCase: News, affinipay parent company of lawpay announces mycase acquisition, retrieved November 10, 2026
  45. 8am.com: press releases, genstar capital ta partner with affinipay..., retrieved November 10, 2026
  46. MyCase: Llm info, retrieved November 10, 2026
  47. newswire.ca: news releases, clio completes landmark 1b vlex acquisition and..., retrieved November 10, 2026
  48. Clio help: Cancel Clio Account, retrieved November 10, 2026