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Clio vs Resly: Which is a better fit?

Updated on December 3rd, 2024
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Summary
Features in Trust Accounting
19
Best performer
36
  • Client Portal
  • Compliance Management
  • Document Management
16
36
  • Data Import/Export
  • Electronic Payments
  • Invoice Management
User satisfaction
4.7
User reviews1,646
Ease of use
4.6
Functionality
4.5
Value for money
4.5
Customer support
4.7
5.0
User reviews22
Ease of use
5.0
Functionality
4.8
Value for money
4.9
Customer support
5.0
Price starts from
/user
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.

STRATA and management rights properties throughout Australia.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Jodi Ann D
Attorney
5.0

Jodi A.: Hi, I'm Jodi. I am the attorney owner of my firm, and I give Clio five star rating. For more reviews like this, click below. So I tried out a number of software products before deciding on Clio. I tried out Rocket Matter, MyCase, Houdini, and another one that the name escapes me. I found that Clio had an interface that I liked and it had all the features I liked, and it worked with my current software that I was using. I chose Clio because it enabled me to keep all my client information in one location. While setting appointments, it integrates with a number of apps. I use Gmail and Google Calendar, Clio interfaced with that when I signed up. Since I originally signed up about 10 years ago, it integrates with a ton more of options now. Onboarding with Clio is very simple. You don't need a ton of computer knowledge in order to do it. The Clio staff is so extremely helpful. Anytime I need something, I reach out and they are great to work with. Well, if you're going to use Clio and you want a complete app, I would definitely strongly suggest Clio. Right now there's Clio. Clio has a CRM called Clio Grow. They have a payment integration called Clio Payments. They integrate with so many different softwares. I use LEX Reception. It integrates with that, but it integrates with other reception services. I've recently signed for Lawyer, which is a document prep service. If you are looking for a complete package, I would definitely suggest Clio. The other thing about Clio is that it's really not just a software company. They provide numerous free webinars on various topics, and there's also the annual ClioCon every year.

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User interface
105428 video thumbnail}
1 Video
207316 video thumbnail}
1 Video
105428
5 screenshots
207316
5 screenshots

Clio

Top Features
19/36
  • Accrual Accounting
  • Asset Accounting
  • Bank Reconciliation
  • Case Management
  • Check Writing
  • Cross Ledger Posting
  • Customer Statements
  • Data Import/Export
  • Electronic Payments
  • Fee Calculation & Posting
  • General Ledger
  • Invoice Management
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Tax Management
  • Time & Expense Tracking
  • Accounting
  • Activity Dashboard
  • API
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Document Management
  • Reminders
  • Reporting & Statistics
  • Secure Data Storage
  • Task Management
  • Third-Party Integrations
  • Trust Accounting
  • Workflow Management
See All features
Hide Trust Accounting Software Features -

Resly

16/36
Show Trust Accounting Software Features +
Clio
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Resly
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Clio
  • By Clio
  • Located in Canada
  • Founded in 2007
Resly
  • By Resly Solutions
  • Located in Australia
  • Founded in 2020
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