EasyStart
Core matter and contact management · Calendaring and tasks · Time tracking and billing
Checked 24 Sep 2026
Core matter and contact management · Calendaring and tasks · Time tracking and billing
Checked 24 Sep 2026
EasyStart features · Client portal · Document management and templates
Checked 24 Sep 2026
Essentials features · Advanced reporting · Firm-wide workflow tools
Checked 24 Sep 2026
Advanced features · Expanded automation and reporting · Enhanced firm controls
Checked 24 Sep 2026
contacts, matters and documents · time and expense tracking · online card/eCheck/Apple Pay/Google Pay · trust and operating-account reconciliation
Checked 15 Oct 2026
Signature features · Clio Grow · Grow AI lead capture · online intake and scheduling · automated review requests · referral and ad-spend tracking
Checked 15 Oct 2026
Core features · unlimited custom roles · matter-stage kanban · AI profitability reports · multicurrency and split billing
Checked 15 Oct 2026
Starter features · AI bill drafting · document-to-calendar/task conversion · automated client updates · secure client portal
Checked 15 Oct 2026