# Compare Clio vs TrustBooks 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Clio and TrustBooks based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105428-145679/Clio-vs-TrustBooks --- # Clio vs TrustBooks Features and Cost Comparison Last updated July 4th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ClioTrustBooks2/4 selected [Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) [TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/) [## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $49.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.6 Customer Service 4.7 Reviews Sentiment Based on [1,738 reviews](#user-reviews) Positive 1,640 Neutral 50 Negative 48 [## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/) Starting Price $49.00/month Value-for-Money 4.9 Functionality 4.9 Ease of Use 4.9 Customer Service 5 Reviews Sentiment SR MS Based on [107 reviews](#user-reviews) Positive 107 Neutral 0 Negative 0 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Trust Accounting Software Best performer 37 / 38 Only Clio - Accrual Accounting - AI Copilot - API 14 / 38 User satisfaction User satisfaction 4.7 User reviews[1,738](https://www.capterra.com/p/105428/Clio/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.5 Customer support 4.7 User satisfaction 5.0 User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/) Ease of use 4.9 Functionality 4.9 Value for money 4.9 Customer support 5.0 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from $49Flat Rate, Per Month - Free version - Free trial Best for Best for Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals Best for Small law firms and solo attorneys ## User reviews Pros & cons Jarred E. Attorney > "The ability to keep an overall schedule as well as a calendar for each case which then syncs to my Google calendar for me to view on my phone is invaluable." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151446) VR Verified Reviewer Partner > "The downside to any new product, including Clio, is the transition time between products often results in frustrations and loss of productivity." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7158024) Matthew W. Founding Partner > "Clio's robust search field allows you to easily scan your existing legal universe to reference documents and information, and you can create templates easily..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143879) VR Verified Reviewer Managing partner > "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of a subscription..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793) TP Timothy P. Attorney > "Clio does an excellent job of combining case management, billing, calendaring, document storage, client communication, and task management into one..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7147048) JP Jay P. Attorney > "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) RA Rendi A. Attorney > "The platform handles the core functions I need well: case management is intuitive, the document drafting and template features have genuinely improved my..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) CB Chris B. Facilities Manager > "The mobile app can be a bit clunky sometimes, especially when trying to quickly access a specific document." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7163392) Stephanie A. Office Manager > "I can manage cases, documents, emails, and billing without jumping between a bunch of different systems, which makes my day run a lot smoother." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) MD Megan D. COO > "A few frustrations - like most platforms, it is geared toward firms that bill by the hour and we do not." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) KA Keirsten A. Client Care Coordinator > "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is going on in their..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) RM Ryan M. Attorney at Law > "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003) KA Keirsten A. Client Care Coordinator > "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) VR Verified Reviewer Principal Lawyer > "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d strongly recommend..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) CP Christopher P. Attorney > "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235) TG Tania G. Paralegal > "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and who said..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409) BE Basel E. IT Consultant and CEO > "What I liked most about Clio is that it keeps client matters, documents, billing, and communication organized in one place." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7172391) EG Ema G. Paralegal > "I don't want to become reliant on it in case the price exceeds my budget." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) MR Missy R. Firm Administrator and Legal Assistant > "I highly recommend everyone at least requests to go through a demo so you can see everything they offer, because "yes CLIO can do that" for you. When you're..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7148576) VI Vanessa I. Legal Assistant > "I do not like how it does not alert when there are duplicate entries." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) Julianna D. Paralegal > "It's easy to use, houses all of our client information and document storage, houses our calendar and allows for easy management of multiple schedules,..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149279) VW Victor W. Office Manager > "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799) RS Ray S. Attorney > "It gave me the ability to send bills, and get them paid online - updating balances." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7157865) RO Rochelle O. CEO > "For smaller firms it because cost prohibitive to use all of the options." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149054) MD Megan D. COO > "It connects with a lot of the other tools firms already use, which helps avoid having everything live in separate systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) JC Josue C. Founding Partner > "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) RA Rendi A. Attorney > "Overall, Clio has been a solid investment for my practice. Since implementing it seven months ago, it's become central to how I operate, from client intake..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) Lisa S. Partner > "Also, sometimes the launcher does not work, and I have to download the document sought to revise it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804) Douglas M. Founding Attorney > "Even though there is a learning curve, I was able to navigate the billing process and accounting before I even took the training course." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) CV Carolina V. CFO > "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388) EC Elizabeth C. Support Staff > "The ease of keeping everything in one place—cases, documents, and client communication—has been the most valuable part of using Clio." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144362) CF Cara F. Solicitor > "Communications are also a bit hard to navigate through." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144995) DY Deborah Y. Partner > "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) JK Jenifer K. Billing Administrator > "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075) RA Rendi A. Attorney > "It's made me more efficient and reduced the errors that come from manual data entry and disjointed systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) AD Ashley D. Attorney > "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679) EG Ema G. Paralegal > "Billing and payments is simple for us an the clients and document sharing with firm is top-notch." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) LG Laura G. Paralegal > "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130) MD Megan D. COO > "It is a strong platform for firms that want to stay organized, improve client experience, and centralize operations." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) BE Basel E. IT Consultant and CEO > "Also, It has no SharePoint additions." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7172391) JC Josue C. Founding Partner > "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) JP Jay P. Attorney > "The responsiveness to my complaints about this, has been underwhelming." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) Sarah G. Owner > "I do marketing emails and try to help them keep their business running smoothly and efficiently." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7132404) VR Verified Reviewer Paralegal > "The banking system is a little complicated." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) Cralissa H. Senior Paralegal > "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445) Douglas M. Founding Attorney > "I've needed customer support several times as a new user." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) VR Verified Reviewer Certified Paralegal > "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890) JH Jodi H. Legal Assistant > "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967) LC Lou C. Managing Partner > "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945) RZ Ryan Z. Owner > "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program),..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) DP Don P. Owner > "Clio has provided excellent access and organization to my law firm especially after utilizing other systems. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144365) EL Elizebeth L. Owner > "Collab with Clio for Co Counsel is not functional for document share or notating the file properly" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648) JJ Jaison J. Managing Partner > "The platform is also user-friendly and has significantly helped save time on my day-to-day administrative tasks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151351) VR Verified Reviewer Principal Lawyer > "Key integrations promised at sign-up still don’t exist (two years later)" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) AA Amanda A. Owner > "I am saving time and increasing my revenue by incorporating all Clio products into my firm." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7158363) MJ Maria J. Admin Staff > "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916) AG Avi G. Attorney > "It provides immediate value for research and drafting optimization." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7158906) CO Caroline O. Paralegal > "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103) BS Brenda S. Case Manager > "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities is not adequate..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) CM Catlan M. Owner > "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really pushed to convert..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638) BB Brooklynn B. paralegal, legal assistant > "I enjoy its accessibility and user friendly navigation. Though I am new to Clio, I picked up on it pretty quickly because of how laid out everything it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144202) AM Alex M. Attorney and Practitioner at law > "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066) HS Hannah S. Attorney > "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168) VR Verified Reviewer Principal Lawyer > "Poor accountability from support and product teams" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) SA Sonia A. Legal Assistant > "When there are questions to be asked, accessibility to support staff is something you can depend on and they are always very friendly and willing to help." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7150534) RZ Ryan Z. Owner > "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) FEP Frederick Ezekiel P. Legal Secretary > "I like the tasks feature that I find useful for planning and tracking workflow." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274) MR Markell R. Lawyer > "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577) VI Vanessa I. Legal Assistant > "It is great with managing data and storing information." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) EH Erika H. Paralegal > "Sometimes the way the bills are displayed can be confusing for clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465) Stephanie A. Office Manager > "It also keeps things organized for the whole team, so nothing falls through the cracks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) VR Verified Reviewer Account Executive > "Have a lot of features and can be hard to keep up" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739) Eric B. Owner > "From billing to CRM to scheduling to task management - it handles everything with ease." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024) BH Brad H. Partner > "Some of the services are not as intuitive as some staff would like, especially older staff." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992) BS Brenda S. Case Manager > "Clio's functionalities are useful in the ability to maintain clients information in a organized database." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) EG Ema G. Paralegal > "It's pricey." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) Kelcey S. Firm Administrator > "Our firm also loves the tasking feature and the several ways to capture time." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389) William K. Manager > "Well of course the cost." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028) Erin P. Attorney Owner > "Customer support is always available to assist, and Clio offers options to test new product features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008) JW Jessica W. Lead Paralegal > "Not enough custom fields." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213) [View Reviews](https://www.capterra.com/p/105428/Clio/reviews/) SR Stephanie R. Managing Attorney > "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592) AR Anna R. paralegal > "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752) MS Matthew S. Attorney-Managing Partner > "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181) SH Stacey H. Principal & Manager > "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528) NS Nathan S. CPA > "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753) DH David H. Partner > "I have a hard time locating client files without going page by page until I find their name. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792) CS Candace S. Attorney > "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308) RF Randall F. Managing Partner > "Integrations can be a bit quirky and UI inefficient at times." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731) MD Marta D. Attorney > "The integration feature with LawPay has also been very helpful in keeping track of incoming payments." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795) DS Devin S. Paralegal > "Only down side is it takes at least 24 hours for transactions to sync from Clio" [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789) LP Lynn P. Director > "The program automates important record-keeping and reconciliation tasks that are important to complete regularly." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109) JW Jennifer W. Attorney > "The software kept getting confused as to which went where when it was imported from Clio." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820) RW Robert W. Partner > "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602) MC Matthew C. Attorney > "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656) DG Dawne G. Client Services Director > "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372) NS Nathan S. CPA > "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753) JM Jim M. Owner > "It's very convenient to be able to access my account from any web browser on any device." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823) DH David H. Partner > "Not thrilled with having to create a payee before paying the payee. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792) VG Vanessa G. President > "It is much easier and allows for much less human error than other systems (like spreadsheets)." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759) SE Susan E. Attorney > "It is not as easy to share the accounting information with my CPA. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569) AO Alexa O. Office Manager > "It gives me all the reports that I need, makes it easy to determine if I'm balanced." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438) DG Dawne G. Client Services Director > "Writing checks was a stressful activity." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372) WF William F. Attorney > "It has made managing our trust account so much easier - especially the quarterly reviews. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585) Dawn W. President > "They're very basic as well." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570) [View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/) ## User interface 4.66 (1,738) No images or videos provided by vendor ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Clio Top features 37/38 - Accounting - Accrual Accounting - Activity Dashboard - AI Copilot - API - Asset Accounting - Bank Reconciliation - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Management - Check Writing - Client Portal - Compliance Management - Contact Management - Cross Ledger Posting - Customer Statements - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Electronic Payments - Fee Calculation & Posting - General Ledger - Generative AI - Invoice Management - Real-Time Data - Real-Time Reporting - Receipt Management - Reminders - Reporting & Statistics - Secure Data Storage - Task Management - Tax Management - Third-Party Integrations - Time & Expense Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/105428/Clio/#features) TrustBooks 14/38 - Accounting - Accrual Accounting - Activity Dashboard - AI Copilot - API - Asset Accounting - Bank Reconciliation - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Management - Check Writing - Client Portal - Compliance Management - Contact Management - Cross Ledger Posting - Customer Statements - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Electronic Payments - Fee Calculation & Posting - General Ledger - Generative AI - Invoice Management - Real-Time Data - Real-Time Reporting - Receipt Management - Reminders - Reporting & Statistics - Secure Data Storage - Task Management - Tax Management - Third-Party Integrations - Time & Expense Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/145679/TrustBooks/#features) ### Recognition Clio is recognized as a top-rated tool in 5 Capterra Shortlist reports TrustBooks is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Clio Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos TrustBooks Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Clio - By Clio - Located in Canada - Founded in 2007 TrustBooks - By TrustBooks - Located in United States - Founded in 2014 ## 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