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Clio vs CloudLex Comparison (2026)

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Clio logo

Clio

CloudLex logo

CloudLex

Overview

Legal billing software that gives you beautiful, customizable invoices. Generating a bill with Clio is quick and easy, and so is receiving payment.

One connected ecosystem for personal injury law firms—platform, AI, and paralegal services to run your practice from intake through settlement.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

1.7K

5

4

3

2

1

1.3K

323

51

17

33

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

4.8

77

5

4

3

2

1

68

6

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

“Its cloud-based access means I can work securely from anywhere, and the seamless integrations with tools like QuickBooks, Zoom, and Microsoft 365 streamline my workflow.”
Verified reviewer profile picture

Michael Y.

system engineer

“Clio has an accounting platform, which sync's to your main program, so you can stay on top of state codes that request you maintain records on IOLTA trust accounts.”
MR

Missy R.

Firm Administrator and Legal Assistant

“The platform is intuitive and accessible remotely, making it convenient for both office and mobile use. While there are some limitations with customization and the cost can increase as additional features or users are added, overall it has been an effective tool for improving workflow efficiency and keeping client matters organized.”
SM

Samantha M.

Senior Paralegal Office Manager

Pros

“What I love most is how seamlessly CloudLex integrates communication, document storage, and task management all in one place."”
MS

Mehar S.

Manger

“Having all documents housed in one location, quick response times with customer service, easily viewable/user friendly system, custom reports for administration helping to ensure cases are on track!”
VS

Victoria S.

COO

“The software is user-friendly, cloud-based, and allows me to access all case information and documents from anywhere, which has made managing my law practice much more efficient and flexible.”
EO

Ejiroghene O.

data analyst

Cons

“The templates offered are not that robust, and there was no option for direct output to Microsoft Word or RTF. To effectively use Clio, one really has to know a lot about editing PDFs.”
EW

Elan W.

Managing Member

“The inability to inform clients that the office is closed and to place limits on when clients can text you via Clio communication.”
SC

Schantell C.

Attorney

“What I least like about Clio is the ability to not view custom live reports with visual graphs or charts.”
HF

Haidee F.

Operations Manager

Cons

“Also, using an iPad requires accessing it through a browser since there is no dedicated app, which is inconvenient."”
MS

Mehar S.

Manger

“The main things I liked least about CloudLex are the poor training and support, which made it hard to learn how to use the software well, especially for integrating it into daily work.”
EO

Ejiroghene O.

data analyst

“Some of the requested fields were too complicated and there is a lot of data input required when some of the info should be able to prefilled from previous sections.”
Verified reviewer profile picture

Madeline L.

Senior Paralegal

  • Vendor responds to reviews
  • Last review15 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features165
  • 2-Way Messaging
  • ACH Payment Processing
  • AI Copilot
  • AI Redlining
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Assignment Management
  • Audit Trail
  • Automated Text Generation
  • Automatic Backup
  • Automatic Billing
  • Autonomous Task Execution
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Case Law Research
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Drafting
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Due Diligence
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Live Chat
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Multiple Payment Options
  • Natural Language Interface
  • Natural Language Processing
  • Online Intake Forms
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Fraud Prevention
  • Payment Processing
  • Performance Metrics
  • Prioritization
  • Proactive Intervention
  • Project Planning
  • Project Templates
  • Project Tracking
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Spend Control
  • Spreadsheet View
  • Staff Calendar
  • State-Specific Forms
  • Status Tracking
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Management
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features100
  • 2-Way Messaging
  • ACH Payment Processing
  • AI Copilot
  • AI Redlining
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Assignment Management
  • Audit Trail
  • Automated Text Generation
  • Automatic Backup
  • Automatic Billing
  • Autonomous Task Execution
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Case Law Research
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Drafting
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Due Diligence
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Live Chat
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Multiple Payment Options
  • Natural Language Interface
  • Natural Language Processing
  • Online Intake Forms
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Fraud Prevention
  • Payment Processing
  • Performance Metrics
  • Prioritization
  • Proactive Intervention
  • Project Planning
  • Project Templates
  • Project Tracking
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Spend Control
  • Spreadsheet View
  • Staff Calendar
  • State-Specific Forms
  • Status Tracking
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Management
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations29
  • 8am LawPay
  • Birdeye
  • Box
  • Case Status
  • Chrometa
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • InvoiceSherpa
  • Kenect
  • LEX Reception
  • Levitate
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RightSignature
  • WiseTime
  • WordPress
  • Xero
  • Zapier
  • Zoom Workplace
  • Total integrations10
  • 8am LawPay
  • Birdeye
  • Box
  • Case Status
  • Chrometa
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • InvoiceSherpa
  • Kenect
  • LEX Reception
  • Levitate
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RightSignature
  • WiseTime
  • WordPress
  • Xero
  • Zapier
  • Zoom Workplace

Alternatives

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