Clio
TrialWorks
Clio is a transparent, broad-market cloud practice management suite for solos to mid-size firms, while TrialWorks is a gated-pricing, litigation-focused platform built for PI and trial teams.
TL;DR
- Pick Clio if you want published, per-seat pricing, a general-purpose toolset that scales from solo to mid-size, and a large integrations catalog.
- Pick TrialWorks if your firm is a personal injury or litigation shop that wants case management designed specifically around trial workflows, and you’re comfortable requesting a custom quote.
- Core tradeoff: Breadth and pricing transparency (Clio) versus practice-area depth in litigation/PI with sales-gated pricing (TrialWorks).
Side by side
| Dimension | Clio | TrialWorks |
|---|---|---|
| Founded | 2008 | 1993 |
| HQ | Burnaby, BC | Miami, FL |
| Target firm sizes | Solo, small, mid | Small, mid |
| Practice areas | General | PI, litigation |
| Starting price (monthly/seat) | $59 (EasyStart, monthly) / $49 annual | Not published (gated) |
| Gated pricing | No | Yes |
| Integrations listed in dataset | 0 (250+ claimed on site) | 0 |
Pricing
Clio publishes four tiers on its pricing page, billed per user:
- EasyStart (lowest): $59/seat/month monthly, $49/seat/month annual. Includes core time, billing, document management, trust accounting, calendaring, and mobile.
- Essentials (middle-low): $99/seat/month monthly, $89 annual. Adds client portal, accounting integrations, court rules (3/firm), document templates, and the 250+ integrations catalog.
- Advanced (middle-high): $139/seat/month monthly, $119 annual. Adds automated workflows, custom reporting, SSO, matter budgets, and priority support.
- Expand (highest): $169/seat/month monthly, $149 annual. Bundles Clio Grow (intake/CRM, website builder, email marketing) on top of Advanced.
TrialWorks pricing is gated. The vendor’s pricing page does not publish tiers or per-seat rates, so prospects must contact sales for a quote. This makes direct dollar comparison impossible from public data; buyers should expect to negotiate based on firm size and modules.
If published pricing and the ability to self-serve budgeting matter, Clio has a clear advantage here. If you prefer a consultative sales motion that scopes to your litigation workflow, TrialWorks’s model may fit better.
When to pick Clio
- You’re a solo, small, or mid-size general-practice firm. Clio’s target sizing spans solo through mid, and its practice-area positioning is general rather than litigation-specific.
- You need transparent, seat-based pricing you can model before a sales call, four public tiers from $49 to $149/seat/month (annual).
- You want a wide integrations surface. Clio markets 250+ integrations starting at the Essentials tier, plus native QuickBooks, Xero, and TrustBooks connections.
- You want built-in CRM/intake. The Expand tier includes Clio Grow for lead capture, intake forms, and marketing automation in one bundle.
When to pick TrialWorks
- You run a personal injury or litigation practice. TrialWorks’s practice-area focus is explicitly PI and litigation, where case chronologies, medical records, and trial prep are first-class concepts.
- You’re a small-to-mid firm (TrialWorks does not target solos in its sizing), which narrows the buyer fit to established litigation shops.
- You prefer a long-tenured specialist. Founded in 1993, TrialWorks predates most cloud PM vendors and has decades of litigation-specific product history.
- You’re open to a custom quote. If your procurement process expects a scoped proposal rather than a web-listed price, the gated model is a match rather than a friction point.
Integrations and ecosystem
Neither vendor’s structured dataset here enumerates specific integrations, so a fair apples-to-apples count can’t be drawn from the JSON alone. From the Clio pricing page content in the dataset, Clio lists native accounting integrations with QuickBooks, Xero, and TrustBooks, plus a virtual desktop drive for PC and Mac, Clio for Clients portal, and Clio for Co-Counsel portal, and advertises 250+ app integrations unlocked at the Essentials tier and above.
TrialWorks’s dataset contains no listed integrations. Historically, TrialWorks has offered Outlook/email integration and document management tied to litigation workflows, but those specifics are not reflected in this JSON and should be verified with the vendor.
Net: Clio’s ecosystem is clearly the broader of the two based on public materials; TrialWorks is narrower and more vertically specialized.
Historical pricing context
Clio’s pricing_history shows a stable-then-rising trajectory for its entry tier:
- EasyStart/Starter held at $39/seat/month from January 2022 through mid-2024, across multiple Wayback snapshots.
- By August 2025, EasyStart had moved to $49/seat/month (annual), and it has held at $49 through the most recent 2026 snapshots.
- The current page shows $49 annual / $59 monthly for EasyStart, so the headline “from” price has risen roughly 25% (annual) from the 2022-2024 baseline.
- Top-tier naming has also churned: “Elite” ($129) in 2022, “Complete” ($129) through early 2023, and today “Advanced” ($119-$139) plus a new Expand tier at $149-$169 that bundles Clio Grow.
TrialWorks has no pricing history in the dataset because its pricing is gated, so no trajectory can be reported. Buyers cannot benchmark TrialWorks renewal increases against public data.
Citations
Pricing sourced from vendor pricing pages on 2026-04-24. Historical data from Wayback Machine snapshots referenced in each vendor’s
pricing_history. TrialWorks pricing is gated; figures and tiers should be confirmed directly with the vendor.
Side by side
Clio vs. TrialWorks| Criterion | Clio | TrialWorks |
|---|---|---|
| Priced from | × From $49/user/mo | ✓ Pricing on request |
| Our score | ✓ 8.5 / 10 | × 1.5 / 10 |
| Target firm size | ✓ solo, small, mid | × small, mid |
| Practice areas | ✓ general, family, ip, criminal, corporate, bankruptcy, real-estate, tax | × pi, litigation |
| Tier count | ✓ 4 tiers | × 0 tiers |
| Pricing transparency | ✓ Published rate card | × Gated - contact sales |
| IOLTA / trust accounting | ✓ Not published | × Not published |
| Pricing model | ✓ Per-seat/month | × Per-quote |
| Annual vs monthly | × Annual and monthly | ✓ - |
| Practice area breadth | ✓ 8 areas | × 2 areas |
| Firm size coverage | ✓ 3 segments | × 2 segments |
| Founded | × 2008 | ✓ 1993 |
| HQ | × Burnaby, BC | ✓ Miami, FL |