Clio vs. MyCase
Two cloud practice management systems for small and midsize law firms. Clio sells a tiered platform with add-ons like Clio Grow; MyCase publishes three all-in plans with intake and workflows from Pro up. Here's how to pick, and what to automate on either one.
Clio
Cloud practice management for law firms: matters, contacts, calendaring, time, billing, trust accounting and payments, with four plans (Starter, Core, Signature, Elite). Intake and CRM come from Clio Grow, included in Elite and an add-on for Core and Signature.
Choose Clio if
- You want apps and integrations, full-text document search and a client portal from Core up
- Firm growth means you will want matter stages, custom reporting and split billing later
- You want AI features for client updates and billing prep on Core and above
- Your firm prefers to buy intake/CRM as a separate module (Clio Grow)
MyCase
Cloud practice management for law firms with three published plans (Basic, Pro, Advanced): case management, time, invoicing, trust accounting and payments, with intake forms, eSignature and automated workflows included from Pro.
Choose MyCase if
- You want published per-user prices for every plan
- Client intake forms, eSignature and texting should come in the plan, not as add-ons
- Your firm is small and wants one bundled plan rather than a module menu
- You plan to add MyCase Accounting or LawPay payments alongside it
At a glance
| | Clio | MyCase |
|---|---|---|
| Plans (Sept 2026) | Starter, Core, Signature, Elite | Basic, Pro, Advanced |
| Published price (Sept 2026) | From $49/user/mo (Starter); higher plans via Get pricing | $50, $100, $130/user/mo billed annually ($60, $120, $150 monthly) |
| Intake and CRM | Clio Grow: included in Elite, add-on for Core and Signature | Client intake forms included from Pro |
| Automated workflows | Signature and Elite | Pro and Advanced |
| eSignature | 3 (Starter), 15 (Core), unlimited (Signature, Elite) | Unlimited from Pro |
| Document automation | Templates from Core; advanced automation priced by sales | Document generation from Pro; advanced automation on Advanced |
| Integrations | Apps and integrations from Core | 70+ integrations from Pro; Open API on Advanced |
| Accounting | Included on every plan | MyCase Accounting, $39/user/mo |
| AI features | Included on Core and above | 8am IQ Writing Assistant from Pro; Case and Discovery Assistants on Advanced |
Sources, as of September 2026: Clio pricing · MyCase pricing
What neither automates for you
Clio and MyCase both hold the matter record and offer workflow rules inside it. The work that eats an ops team's week usually runs between systems: intake emails and PDFs that need keying into the matter, conflict checks against old records, engagement letters in DocuSign, invoices reconciled with payments, documents filed to the DMS. Those hand-offs stay manual whichever system you choose.
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Frequently asked questions
What is the difference between Clio and MyCase?
Both are cloud practice management systems for law firms covering matters, calendaring, time, billing, trust accounting and payments. Clio offers four tiers and sells intake and CRM as Clio Grow, included only in Elite. MyCase offers three plans with published prices and bundles intake forms, eSignature and automated workflows from its Pro plan up.
Is MyCase cheaper than Clio?
At the entry level they are close. As of September 2026, Clio lists plans from $49 per user per month (Starter) and routes higher tiers through Get pricing. MyCase publishes $50, $100 and $130 per user per month billed annually for Basic, Pro and Advanced. Compare the plan that includes the features you need, such as automated workflows and intake.
Which has better client intake, Clio or MyCase?
They package it differently. Clio's intake and CRM product is Clio Grow, included in Elite and sold as an add-on for Core and Signature. MyCase includes client intake forms from its Pro plan. If intake is central to your firm, price Clio with Grow against MyCase Pro rather than comparing base plans.
Do Clio and MyCase include workflow automation?
Both include automated workflows on their higher plans: Clio on Signature and Elite, MyCase on Pro and Advanced. These automate steps inside the practice management system, such as task lists by matter stage. Work that crosses into email, documents, the DMS, eSignature or accounting usually needs integrations or another tool.
Does Clio or MyCase have an API?
Clio's pricing page lists apps and integrations on Core and above, but not on Starter. MyCase lists 70+ integrations from Pro and includes its Open API on the Advanced plan, as of September 2026. If you plan to connect other systems, confirm the plan tier you need for API access before you buy.
What should a law firm automate on Clio or MyCase?
Start with the hand-offs between systems: keying intake details from emails and PDFs into a new matter, running conflict checks, sending engagement letters for signature, reconciling payments to invoices, and filing documents to the DMS. Caddi connects to Clio and can find and automate this work there; MyCase is not one of Caddi's live connectors.