Clio
Best for Full practice management with AIWebsite: https://www.clio.com
Best for: Full practice management with AI
Starting price: $49 per user/month
Free plan: Free trial (7 days)
Pros: Accounting built in on every plan; AI features included from the Core plan up
Cons: No free plan; Custom roles and matter stages need the Signature plan
Clio is the largest legal practice management platform, and it covers the whole life of a matter: intake, tasks, documents, time tracking, billing and trust accounting. Plans start at $49 per user per month, with four tiers called Starter, Core, Signature and Elite. Accounting is included on every plan, so a firm can reconcile trust and operating accounts without separate bookkeeping software, and AI features come with Core and above, including AI-drafted bills and client updates. A 7-day free trial needs no credit card.
The limits sit on the lower tiers. Custom roles and granular permissions are limited on Core, and matter stages with kanban boards need Signature, so a firm that wants tight control over who sees what will pay for a higher tier. Clio Grow, the client intake suite, is included only in Elite and is an add-on for Core and Signature. For a firm that wants one system for matters, billing and accounting, Clio is the most complete option here, and its scale means training and support are easy to find.