Practice-Management Platform Clio Converts to Three-Tiered Pricing

Clio co-founders Rian Gauvreau and Jack Newton.

Just one year after adopting a 47 percent increase in its monthly subscription pricing, the cloud-based practice-management platform Clio has announced another major change in its pricing, one that could actually reduce the price for most users.

With the change, Clio is moving to a three-tiered pricing structure, offering different packages of features at different prices. The idea is to allow users to purchase the package that best fits the needs of their firms.

“As Clio’s customer base has expanded we’ve come to realize that a ‘one-size-fits-all’ approach no longer suits the diverse needs of our customers,” Jack Newton, Clio’s co-founder and CEO, said in a press release announcing the change. “No two firms are exactly alike, and these new plans have been configured to better meet the demands of today’s law firm customers, allowing for a better fit and greater customization according to each firm’s practice and growth needs.”

When Clio raised its prices last year, it went from a monthly subscription price of $49 per attorney to $72 per attorney. For users who paid annually, the monthly price became $65. Now, Clio is offering three plans:

Starter plan:
$39 per user per month for annual subscriptions
$49 per user per month for monthly subscriptions
Some add on features available for an additional monthly cost

Boutique plan:
$59 per user per month for annual subscriptions
$69 per user per month for monthly subscriptions

Elite plan:
$99 per user per month for annual subscriptions
$109 per user per month for monthly subscriptions

Current customers can choose to be grandfathered into their existing features and pricing.

How the Plans Differ

So how do these plans differ? Here is the breakdown:

The Starter plan is designed for lawyers and firms that need only “the essentials” of practice management. It includes calendaring, matter and contact management, document automation, Gmail integration, and reporting functions, including data on accounts receivable, customer funds, productivity, and general revenue.

The Boutique plan includes everything in the Starter plan plus the features that Clio says most of its users want. These include accounting integrations with Quickbooks Online and Xero (each requiring their own subscriptions), custom fields to adapt Clio for a firm’s specific needs, ABA task codes for  billing, API access to customize Clio for each firm, and data escrow services offering a fully redundant backup option with a third party. For firms with a Zapier subscription, the plan also offers an integration that helps with linking apps together.

The Elite plan is intended for larger, growing and more complex firms that require more metrics on firm performance, greater software customization, court calendaring, and specialized customer service, data migration and deployment/onboarding support, Clio says. This plan will also include a higher tier of customer support, with support agents specifically trained and dedicated to the needs of these firms.

More about Clio’s new pricing structure can be found at the company’s website.