KCS - What's the Difference Between the Clio Plans

Objective:

  • What's the difference between the Loyalty and Starter Plans
  • What's the difference between the Loyalty and Boutique Plans
  • What's the difference between the Loyalty and Elite Plans

Environment:

  • Clio Web App

Additional Information:

Clio Pricing Plan page

The following features are available to all Clio pricing plans:

  • Contact & Matter Management
  • Calendars & Tasks
  • Basic Reports
  • Document Automation
  • Quickbooks Desktop Integation (via exporting)
  • Dashboard
  • Basic Billing
  • Basic Time Tracking
  • Clio Connect
  • Android and iOS Apps (Starter does not get access to features in the mobile apps that they do not have access to on the web app: i.e. Custom Fields, Contingency Fee Billing)
  • Gmail Chrome Extension
  • Classic Online Payments
  • Google Sync
  • Text Snippets
  • Document Integrations (Except Office 365)

If a feature isn't listed below, it is available on all plans (including Starter).

Answer:

Additional Plan Specific Features:

 
Feature
Legacy
Loyalty
Boutique
Elite
Contingency Fee Billing (tick) (tick)

(tick)

(tick)
Custom Fields (tick) (tick) (tick) (tick)
UTBMS Codes (tick) (tick) (tick) (tick)
QBO and Xero (tick) (tick) (tick) (tick)
Zapier (tick) (tick) (tick) (tick)
API Access (tick) (tick) (tick) (tick)
Data Escrow (tick) (tick) (tick) (tick)
Upload an Image to Contact Card (tick) (tick) (tick) (tick)
Office 365 / OneDrive for Business Integrations   (tick) (tick) (tick)
Clio Payments   (tick) (tick) (tick)
Sharing Bills by Email (tick) (tick) (tick) (tick)
Trust Request Bills   (tick) (tick) (tick)
Clio Launcher   (tick)  (tick)  (tick) 
Priority Support       (tick)
Court Rules       (tick)
Matter Budgets       (tick)
Campaign Tracker       (tick)

Advanced Reports (Fee Allocation, Originating Attorney,

Task Progress by User, Task Productivity by User) 

      (tick)
Originating Attorney Report   (tick)   (tick)
Approve and Apply Trust   (tick)  (tick)   (tick)  
Advanced Tasks       (tick)  
Evergreen Retainers     (tick)   (tick)  
Payment Plans     (tick)   (tick)  



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