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LegalEdge vs. Clio

How LegalEdge is positioned: a free Essentials tier designed to cover what most firms pay Clio for, plus a flat-rate Professional tier where AI is positioned to do the work a team of legal assistants and junior attorneys would otherwise be doing.

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Three reasons firms consider switching

1

Free Essentials covers paid Clio territory

Practice management, billing, trust and IOLTA, document management, and built-in accounting are designed into the free Essentials tier. With Clio, several of those capabilities are paid features or require third-party tools.

2

Passive time tracking, not just timers

LegalEdge is being built around passive time capture: signals from email, documents, calls, and meetings flow into AI-drafted entries for review. Clio relies on manual timers.

3

AI woven into the workflow

On Professional, the AI Assistant is positioned to take on work that would otherwise need a team of legal assistants and junior attorneys: drafting, summarization, deadline extraction, billing narratives, and more.

Feature-by-feature comparison

How LegalEdge is designed against what Clio currently offers. Where Clio charges extra for a feature or relies on a third-party tool, we flag it.

Feature
LegalEdge
Clio
Practice Management
Time Tracking (Manual)
Passive Time Tracking
Billing and Invoicing
Built-in Accounting
Trust and IOLTA Accounting
Payment Processing Rate
Document Management
Document Automation
E-Signatures
AI Assistant
Client Portal
Client Intake and CRM
Email Management
Calendar and Court Rules
Conflict Checking
Workflow Automation
Pricing Model

Two pricing tiers, designed to be predictable

LegalEdge Essentials

Free

Designed to cover what most firms currently pay Clio for: practice management, manual and passive time tracking, billing, built-in accounting, trust and IOLTA, document management, calendar, and online intake forms.

LegalEdge Professional

$795/mo

Annual rate. Flat firm pricing, not per user.

Adds the full CRM and intake pipeline, document automation, unlimited e-signatures, conflict checking, workflow automation, 50-state court rules, and the AI Assistant designed to do the work of a team of legal assistants and junior attorneys.

Clio's pricing is per user with paid add-ons. LegalEdge is designed as flat-rate firm pricing, so total cost is intended to be predictable as the firm grows.

Migration is designed to be a guided process

Migrating matters, contacts, documents, time entries, and billing history is intended to be done by our team alongside yours. For early customers, we work directly with the firm to plan and execute the migration.

1
Export from Clio
2
We import everything
3
Verify and go live
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