Is Clio good for personal injury firms?

Clio works for many small PI practices, especially with its Clio for Personal Injury add-on and integrations. Buyer guides note that high-volume PI firms often outgrow it. PlaintiffStack is built for California plaintiff volume work, with chronologies, demands and morning checks built in.

Does PlaintiffStack do trust accounting like Clio?

No. PlaintiffStack builds the settlement statement, computes the fee and tracks liens and costs, but trust deposits and disbursements stay in your accounting system. Clio has trust accounting built in.

What does Clio's AI cost?

Clio doesn't publish Manage AI pricing; third-party reports of $39 to $59 per user per month are unverified. Clio Work launched at $199 per user per month in October 2025 and is now sold through a demo. PlaintiffStack shows an estimated cost before each AI run and bills usage separately as part of your quote.

Can we use Clio and PlaintiffStack together?

PlaintiffStack doesn't connect to Clio today. Some firms keep a separate system for billing and trust; ask us on the demo what that looks like for your firm.

Does Clio have a SOC 2 report?

Yes. Clio completes annual SOC 2 Type II and SOC 1 Type II audits. PlaintiffStack's SOC 2 Type II is in progress, with no report yet.

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Case managementReviewed October 21, 2026

PlaintiffStack vs Clio

PlaintiffStack vs Clio: general practice management with Manage AI and Clio Work, or one California plaintiff record with PI, comp and employment built in.

The short answer

Clio is the most widely used general practice platform, with mature billing and trust accounting, a large app ecosystem, SOC 2 reports and, since buying vLex, a serious AI research product in Clio Work. It isn't built for plaintiff volume work: PI depth comes from an add-on and partners. PlaintiffStack is the opposite trade: California PI, comp and employment built in, but no trust accounting and far fewer integrations.

General practice management with billing, trust accounting, an app ecosystem and AI

Clio

Solo, small and mid-size firms across most practice areas, in many countries

Headquarters: Vancouver, British Columbia
Funding: $500M Series G at a $5B valuation (Nov 2025), alongside the $1B vLex acquisition
Scale: 400,000 legal professionals, per Clio
AI: Manage AI (formerly Clio Duo) and Clio Work, with vLex's library of 1B+ legal documents
Pricing: EasyStart from $49 per user per month; higher tiers quoted

Case management and AI on one record

PlaintiffStack

High-volume plaintiff firms in California: personal injury, workers' comp and employment

Price: $250 per case, every app included, no monthly fee. AI usage is billed separately, with an estimate shown before each run.
Practices: PI, workers' comp and employment, on California rules
Security: A BAA with every firm; one US AWS account, models included. SOC 2 in progress

Side by side

PlaintiffStack and Clio compared
What	Clio	PlaintiffStack
What it is	Practice management (Clio Manage) with time, billing and trust accounting, plus intake (Clio Grow), AI (Manage AI) and an AI research workspace (Clio Work).	Case management and AI on one record: intake, case work, records, drafting, the client portal and automation.
Built for	Solo, small and mid-size firms of most practice types, in the US and other countries.	High-volume plaintiff firms in California.
Practice areas	Most practice areas. Personal injury depth comes through the Clio for Personal Injury add-on and integrations.	Personal injury, workers' comp and employment built in. Firms can add other practice areas in Customize, on California rules.
California workers' comp and employment	No California workers' comp or employment workflows described in Clio's materials.	Built in. Comp: benefits audit, QME cover letter and records index, WCAB petitions, IMR deadline checks. Employment: legal chronology, wage and penalty audit, right-to-sue deadline checks. No PD rating calculator or EAMS e-filing.
AI features and how they're priced	Manage AI inside Clio Manage, quoted. Clio Work for research and drafting over vLex's 1B+ documents from 110+ jurisdictions, with agentic features since April 2026; demo-only pricing.	Agents propose facts, deadlines and tasks; a person accepts each one, and drafts cite the page. Each run shows an estimated cost first (typically cents); usage is billed separately as part of your quote.
Medical records and OCR	Medical chronologies through third-party integrations. OCR details not published.	Reads searchable PDFs, Word and text files, and cites the page. No OCR yet: scans and faxes aren't read.
Client portal, texting and intake	Client portal; intake and CRM through Clio Grow, bundled in Expand or sold as an add-on.	Client portal from a link in any phone browser; texts logged to the case. Intake tracks every lead to a next step, with no automatic capture from web forms yet.
Pricing	EasyStart from $49 per user per month; other tiers and AI quoted.	$250 per case, every app included, no monthly fee. AI usage billed separately.
Contract and implementation	Terms for quoted tiers aren't published; ask about term length and annual billing.	No long lock-in contract. After the demo, a switching plan with dates.
Migration	Data migration options vary by plan and partner; ask Clio for the scope and any fee.	We move your cases, contacts and documents and check the result with you before you switch.
Security	Annual SOC 2 Type II and SOC 1 Type II audits, with reports through Clio's trust center.	BAA with every firm; one US AWS account, models included (Bedrock); no training on firm data; audit log. SOC 2 Type II and ISO 27001 in progress, no report yet.
Integrations and accounting	A large app directory and an open platform. Trust accounting built in; Clio Accounting as an add-on.	Microsoft Word and Dropbox live; RingCentral in early access; Outlook, Gmail, Google Drive and QuickBooks coming. No trust accounting.

Choose Clio if

You need trust accounting and billing inside your practice system.
You run several practice areas, or offices outside California, and want one general platform.
You want the widest choice of integrations, including PI chronology and demand partners.
You want AI legal research across a large case-law library (Clio Work).
You need SOC 2 reports today.

Choose PlaintiffStack if

Your firm is a California plaintiff volume practice and wants PI, comp and employment phases, case tools and checks ready on day one.
You want medical chronologies, missing records reports and demands in the product, citing the page each fact came from, rather than from a partner.
You'd rather pay $250 per case with every app included than a per-user plan plus quoted add-ons for PI, intake and AI.
You want morning checks for IMR deadlines, right-to-sue filing deadlines, expiring offers and untouched record requests.

A general platform and a plaintiff platform

Clio is the largest name in practice management for small and mid-size firms. In November 2025 it closed its $1 billion acquisition of vLex and a $500 million Series G at a $5 billion valuation, and it says it now serves about 400,000 legal professionals. Its core product, Clio Manage, handles matters, time, billing and trust accounting for almost any practice area. Clio Grow handles intake, and AI comes in two forms: Manage AI inside Clio Manage, and Clio Work, a research and drafting workspace built on vLex's library.

PlaintiffStack is narrower. It is built for high-volume plaintiff firms in California, with personal injury, workers' comp and employment built in.

What Clio does well

Money. Time, billing and trust accounting are core to Clio. PlaintiffStack has no trust accounting: it builds the settlement statement and tracks liens, and trust stays in your accounting system.
Ecosystem. Clio's app directory is one of the largest in legal software, so most tools a firm uses connect.
Research AI. Clio Work searches more than a billion legal documents from over 110 jurisdictions, and since April 2026 can run multi-step tasks. It is available without Clio Manage.
Trust paperwork. Clio completes annual SOC 2 Type II and SOC 1 Type II audits.
Breadth. One system for every practice area and office, in many countries.

For a general practice, or a firm whose plaintiff work is a small share of its matters, Clio is the safer choice. For a direct look at Clio against a plaintiff platform, see Clio vs Filevine.

Where plaintiff firms feel the gap

Buyer guides describe Clio as the best general choice for small firms and note that PI firms often outgrow it. PI depth comes through the Clio for Personal Injury add-on and integrations, and medical chronologies come from partners.

PlaintiffStack's PI cases include treatment, providers, records, demand and coverage, and lien pages, plus a missing records report, a treatment chronology and a policy-limits demand that cite the page each fact came from. Comp cases include a benefits audit, QME and WCAB pages and IMR deadline checks. Employment cases include a legal chronology, a wage and penalty audit and right-to-sue deadline checks. The settlement statement computes the fee and lien reductions.

AI in PlaintiffStack proposes facts, deadlines and tasks for a person to accept. Each tool shows an estimated cost before it runs, typically cents, and usage is billed separately as part of your quote. It doesn't read scanned records or faxes yet.

Price

Clio publishes one price: EasyStart from $49 per user per month. Higher tiers, Manage AI and the PI add-on are quoted, and Clio Grow is an add-on outside Expand. Third-party reports of Manage AI at $39 to $59 per user per month are unverified, and Clio Work's launch price of $199 per user per month has been replaced by a demo. Ask for a quote that lists every add-on.

PlaintiffStack is $250 per case, every app included, no monthly fee and no long lock-in contract. A general practice opening few plaintiff cases may find Clio cheaper; a volume plaintiff firm should run the numbers in the cost calculator and read per-case vs per-seat pricing.

Using both

Some firms keep Clio for billing and trust and run plaintiff cases elsewhere. PlaintiffStack doesn't connect to Clio today, so that means two systems. If you switch fully, we move your cases, contacts and documents and check the result with you before you switch; see the switching guide.

What to check before you decide

What share of your matters are plaintiff cases, and in which practices? A firm that is mostly plaintiff volume work gets more from a plaintiff platform; a mixed practice may get more from Clio.
Where will trust accounting and billing live? PlaintiffStack doesn't do either.
Which add-ons would you need on Clio for PI, intake and AI, and what do they cost together?
Do you need SOC 2 reports now, or is a BAA, a written security questionnaire and a report in progress enough for your clients and carriers?

A thirty-minute PlaintiffStack demo on your own case types answers most of these quickly.

Questions firms ask

Sources

Clio is a trademark of its owner, named here only to compare. Facts come from the sources above as of the date shown; prices and features change. If something here is out of date, email privacy@plaintiffstack.com with the page and the source, and we'll correct it.

How we research, check and correct these pages

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