Clio pricing: plans, what each includes and payment fees

Clio pricing is published for one plan only: Clio Manage Starter costs from $49 per user per month, billing term not stated [1, 2]. Core, Signature, Elite, Clio Grow, Clio Work and Clio Draft are priced only through Clio’s sales team [1] [3].

In 2026 Clio replaced its EasyStart, Essentials, Advanced and Expand plans [4] with Starter, Core, Signature and Elite [1]. Price lists on other sites may still quote the old names and prices, and Clio has not said how the old plans map to the new ones.

Clio pricing plans: what Clio Manage costs

Clio plans and prices

Clio plans and prices

Plan	Price and label	What it includes	Last verified
Clio Manage Starter	from $49 per user per month, billing term not stated Published [1, 2]	Matters, contacts, calendar, tasks and unlimited document storage Time and expense tracking, invoicing, payment plans, UTBMS/LEDES billing Trust account management and trust reporting Clio Accounting features: chart of accounts, bank sync, accounts receivable, vendor and expense tracking, check printing, trust and operating reconciliation, financial reports; one free accountant license Clio Payments (card, eCheck, ACH, Pay Later); fees listed under Clio Payments 3 e-signatures pooled across users 24/5 phone, chat and email support; self-serve data migration	October 28, 2026
Clio Manage Core	Not published [1, 2, 4, 5]	Everything in Starter AI features: AI-drafted bills, client updates, events from documents, task prioritization Client portal (Clio for Clients), secure messaging, text reminders, text to pay QuickBooks, Xero and TrustBooks integrations; apps and integrations Conflict checks, document and matter templates, full-text document search Court calendaring rules for 3 jurisdictions per firm; 15 pooled e-signatures; 2 custom roles Guided data migration	October 28, 2026
Clio Manage Signature	Not published [1, 2, 4, 5]	Everything in Core Unlimited custom roles and permissions; matter stages (kanban) Split billing, multi-currency billing and currency conversion Automated workflows, custom and scheduled reporting, matter budgets, AI performance reports SAML single sign-on; priority support; live onboarding training Court calendaring rules for 10 jurisdictions per firm; unlimited e-signatures	October 28, 2026
Clio Manage Elite	Not published [1, 2, 4, 5]	Everything in Signature Clio Grow: intake forms, online booking, automated client emails and intake workflows, referral reporting, email marketing, reputation management, Google Local Services Ads, website builder Grow AI available, charged per hired matter (see add-ons)	October 28, 2026

Starter’s figure is a starting price, not a quote. Subscriptions run on a 30-day or 365-day cycle, with discounts that vary by cycle and are not published [2].

The main step up is Core: it adds the QuickBooks, Xero and TrustBooks integrations, the client portal and conflict checks, which Starter leaves out [1]. Elite carries a savings badge, but with no published price there is nothing to measure the saving against.

Clio Accounting pricing

Clio Accounting is included on every plan, from Starter up [1]. It covers a chart of accounts, bank sync, vendor bills, check printing, financial reports, and trust and operating reconciliation. Trust accounts get a three-way reconciliation [6]. Bank feeds need a bank that works with Plaid [7].

Clio Work pricing

Clio Work, for legal research, document analysis and drafting, is priced per user, with the figure given only in a demo [3]. It works on its own or connected to Clio Manage, and is also sold in Signature Work and Elite Work packages [1] [3]. Eligible US Clio Manage accounts get an automatic 30-day trial. A separate 14-day trial turns assigned licenses into paid ones when it ends, and HIPAA compliance is a separate add-on [8].

Clio AI pricing

Apart from Clio Work, Clio sells AI three ways, none with a published price:

• AI inside Clio Manage (drafted bills, client updates, task suggestions) comes with Core, Signature and Elite, not Starter [1].
• Grow AI handles intake calls, web chats and emails, and is charged for each new matter it helps win, at an unpublished rate. A monthly hiring target pauses it but does not cap the bill [9].
• Vincent, the AI from Clio’s vLex acquisition, is sold to large firms through a demo [1].

Clio Grow pricing

Clio Grow, the intake and client-relationship product, is an add-on for Core and Signature and included in Elite, priced only on request [1].

Clio Draft and Clio Operate

Clio Draft, for document automation and court forms, is billed per seat, monthly or annually [10], but no price is published. Clio Operate, for large firms, is sold through a demo [1].

What Clio Payments costs

Clio Payments is the one part of Clio with a full public price list. It is built into every Clio Manage plan, at the same rates on each, for US and Canadian firms that pass an application [11].

Card processing cost a year in three scenarios

Card processing cost a year in three scenarios

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 [1, 11–14]	1% (eCheck)	$1,770 [1, 11–14]	$8,850 [1, 11–14]	$35,400 [1, 11–14]	Requires a Clio Manage plan

Three details change the bill:

• Trust payments arrive in full. Clio takes the processing fee from the firm’s operating account, daily or monthly, never from the trust deposit [12].
• The firm pays for Pay Later. The Affirm fee cannot be passed to the client [14]. Card fees can be, through surcharging, within a cap Clio states [13].
• Disputes cost extra. Each card or eCheck chargeback carries a flat fee on top of the disputed amount [15].

Clio’s LawPay integration ended on August 31, 2026 [16].

What the price list leaves out

Clio: costs not on the price list

Clio: costs not on the price list

Item	Cost	Label	Plans	Details
One-off fees
Guided data migration	Varies by plan [1, 17]		Clio Manage Starter: not published; Clio Manage Core, Signature, Elite: no charge	Starter gets self-serve migration tools and templates; guided migration is included on Core, Signature and Elite. A price for buying it on Starter is not stated. Included on this plan (listed as 'Guided').
Document migration		Not published [17, 18]	Clio Manage Starter, Core, Signature, Elite	Moving documents is subject to scoping and volume-based fees on every plan; no amount is published. Under the terms of service, purchased migration services are non-refundable and must start within 60 days.
Live onboarding training	Varies by plan [1]		Clio Manage Starter, Core: not published; Clio Manage Signature, Elite: no charge	Included only on Signature and Elite; a price for buying it on this plan is not stated. Included on this plan.
Add-ons
Clio Work (legal AI research, analysis and drafting)		Not published [1]	Clio Manage Starter, Core, Signature, Elite	Sold per user; price only through 'Get pricing' or a demo. See Clio Work.
Clio for Personal Injury		Not published [1]	Clio Manage Starter, Core, Signature, Elite	Add-on for medical records, settlements and liens; which plans can add it is not stated; price only through 'Get pricing'.
Clio Grow (client intake and CRM)	Varies by plan [1]		Clio Manage Core, Signature: not published; Clio Manage Elite: no charge	Add-on for Core and Signature; included in Elite. Price only through 'Get pricing' or 'Contact sales for pricing'. See Clio Grow.
Grow AI (AI phone, web and email intake agents)		Not published [1, 9]	Clio Manage Core, Signature, Elite, Clio Grow (add-on)	Priced per hired matter that Grow AI assisted with. Charged for each matter set to Hired that Grow AI helped with; the per-hire rate is not published. A monthly hiring target pauses Grow AI but is not a billing cap; usage is invoiced when it reaches a Clio-set threshold or at the regular bill date. A free trial covers a set number of hires. Usage-priced: Clio charges for each matter set to Hired that Grow AI assisted with; the per-hire rate is not published.
Additional court calendaring rules jurisdictions	$10 per firm per month, billed monthly [1]	Published	Clio Manage Core, Signature, Elite	Priced per additional jurisdiction. For jurisdictions beyond those included in the plan (Core 3, Signature and Elite 10), as shown on Clio's pricing page on October 28, 2026.
HIPAA compliance for Clio Work		Not published [8]	Clio Work	Separate add-on, not included in trials; price not stated.
Signature Work / Elite Work packages		Not published [3]	Clio Work	Bundles of Clio Work with the Clio Manage Signature or Elite plan, named in Clio's FAQ; no price or list of contents is given.
Payment processing fees
Processing, card	2.95% [1, 12]	Published	Clio Payments	Credit cards (Visa, Mastercard, Discover), same rate on all four plans; no card network fees. For trust payments the full amount is deposited and the fee is taken from the operating account.
Processing, debit card	2.95% [1]	Published	Clio Payments	The pricing page gives credit and debit cards one rate.
Processing, American Express	3.75% [1]	Published	Clio Payments	American Express.
Processing, eCheck	1% [1, 14]	Published	Clio Payments	US only; up to $25,000 per eCheck, according to Clio's help center. No cap on the fee is stated.
Processing, ACH bank transfer	1% [1, 14]	Published	Clio Payments	Direct ACH (client-initiated bank transfer), US only; a firm qualifies after a record of Clio Payments transactions and a low dispute rate.
Processing, pay later	4.95% [14, 19]	Published	Clio Payments	Pay Later through Affirm, for payments of $50 to $30,000; paid by the firm and cannot be passed to the client; for trust requests it is debited from the operating account.
Chargeback	$15 [15]	Published	Clio Payments	Per card or eCheck dispute in the US ($20 CAD in Canada); deducted from the operating account in addition to the disputed amount.
Contract terms
Billing term	Not stated by the vendor [1, 2]	Not published	Clio Manage Starter

Onboarding and data migration

Starter gets self-serve migration tools. Core, Signature and Elite include guided migration, and Signature and Elite add live onboarding training. Moving documents costs extra on every plan, at an unpublished price set by volume after scoping [17].

Clio cannot import a firm’s accounting history. Past trust and operating transactions, invoices and bill payments stay behind; only opening balances per matter or contact move across [17].

Contract, renewal and cancellation

Clio publishes no minimum number of users and no minimum term. Under its terms of service, setup and migration services are non-refundable and lapse if they do not start within 60 days, and a downgrade takes effect only at renewal [18].

Canceling mid-term does not stop the bill: the remaining fees for the term fall due [18]. To cancel, an account administrator must phone Clio support [20].

Clio free trial

Clio offers a seven-day free trial with no credit card [1].

Clio cost per user and per firm

On Starter, a firm pays at least from $588 a year for 1 user [1, 2], from $2,940 a year for 5 users [1, 2] or from $11,760 a year for 20 users [1, 2].

These are floors, not likely bills: the price is a starting figure on an unstated billing term, and moving documents costs extra. A firm that needs the QuickBooks integration, the client portal or conflict checks must move to Core or above, which is priced by quote.

Before signing, ask Clio for:

1. The per-user price of each plan you are considering, on monthly and on annual billing.
2. A written quote for document migration and any onboarding you need.
3. The prices of Clio Grow and Clio Work if you plan to add them.
4. The contract term, the renewal date and any notice of price changes at renewal.

Who Clio suits

Clio suits firms that want practice management, billing, trust accounting and bookkeeping in one subscription, rather than a billing tool paired with QuickBooks or Xero: Clio Accounting comes with every plan [1]. It also fits US firms that want to take card, eCheck and ACH payments into trust and operating accounts from inside the billing system [12].

It suits less well a firm that wants its full cost before a sales call, since every plan above Starter is quoted, or one that needs a QuickBooks or Xero link on Starter, which leaves the accounting integrations out [1].

MyCase publishes all its plan prices and sells its full accounting as a separately priced add-on [21]; see Clio vs MyCase, compared on price and features. For the wider market, see the law firm accounting software rankings, and for how each price is sourced, the research methodology.

Who owns Clio