Clio vs. MyCase: A Complete Comparison Guide

One of its key strengths is the built-in and secure client portal, where you can communicate and share documents with your clients without the hassle of extra emails.

Law firms with smaller teams love MyCase because it’s a breeze to navigate, which leaves them more time to focus on more valuable work.

What Is Briefpoint?

Briefpoint is an AI-powered discovery document automation tool that lets legal professionals prepare discovery responses and request documents within minutes.

Manual copying, pasting, and repetitive legal drafting no longer have to take up hours of your day. Briefpoint automates the heavy lifting so you can move through discovery faster and with fewer manual steps.

Simply upload a discovery request, and Briefpoint’s AI automatically pulls key details like case numbers, court names, party information, and more. That information is placed directly into your document to give you a solid draft right away.

From there, you can add objections simply by selecting the interrogatories you want to include. 

Briefpoint also offers AutoDoc, which handles formatting and applies jurisdiction-specific rules so your discovery responses are properly structured and court-ready without extra cleanup.

You can download the document at any point to add final edits in Word.

Briefpoint also includes Bridge, a built-in tool that collects client input by translating legal questions into plain English. Client responses flow straight back into your working documents to cut down on follow-up emails and back-and-forth.

You can test Briefpoint for yourself by scheduling a demo.

Clio vs MyCase: Feature Comparison

When it comes to comparing Clio and MyCase, it’s important to break down their key features and see how they stack up against each other.

At first glance, the two platforms seem to offer a lot of the same features, but as you dig deeper, you’ll find they have distinct approaches to multiple areas of practice management.

Case Management

Clio offers a robust case management system designed to keep everything organized. For starters, you can track case timelines, store related documents, and even collaborate with your team.

Plus, it’s customizable, letting you adjust workflows to fit how your firm operates, and it integrates with a variety of other tools, giving you a lot of flexibility.

MyCase also provides a solid case management system, but leans a little more into simplicity. With a case management system that’s sturdy and reliable, the slight trade-off is a user interface that’s straightforward and easy to grasp.

You can organize cases, assign tasks, and track case progress without too much hassle, even if you have limited technical expertise.

However, MyCase has a significant edge in client communication. Its built-in client portal allows for easy updates and collaboration, which makes it super convenient for keeping clients in the loop.

Client Intake and Lead Management

Clio provides customizable intake forms that can be embedded on your website or shared with prospective clients through links.

For many Clio users, those submissions flow into Clio Grow, where new inquiries appear in a lead dashboard and can be reviewed, accepted, or declined before becoming contacts or matters.

This reduces manual data entry and keeps client information organized from the first interaction. Combined with secure messaging and other client-facing tools, Clio’s intake process connects naturally with the rest of the firm’s workflow.

Clio Grow also supports lead tracking, which gives firms visibility into how inquiries move from initial contact to active matters. That insight can be useful for teams that want a clearer view of intake volume and follow-up activity.

MyCase also includes client intake and lead management within its core platform. Firms can create online intake forms with conditional logic, collect client information, and route submissions into a built-in leads dashboard.

From there, leads move through defined stages, can be followed up with tasks and reminders, and converted into contacts and cases without re-entering data. Client communication and document sharing stay centralized through MyCase’s client portal.

Document Management

Clio takes a more detailed approach to document management. Files stay neatly organized by matter, sharing documents with your team or clients is straightforward, and everything lives in one central place.

If your firm already relies on tools like Google Drive or OneDrive, Clio’s integrations make it easier to keep files connected without jumping between systems. This kind of advanced document management tends to appeal to firms that want more control and flexibility as cases move forward.

MyCase keeps things simpler and easier to follow. The straightforward interface makes it easy to upload documents, find what you need, and share files without much setup.

Many firms also like MyCase’s matter templates, which help keep documents consistent across similar cases and cut down on repetitive work. It doesn’t offer as many integrations as Clio, but it focuses on making everyday document handling feel clear and manageable.

Billing and Time Tracking

Clio offers a comprehensive billing system that includes time tracking, invoicing, payment scheduling, and expense management.

You can track your time directly within the platform and then convert that into professional-looking invoices. Clio’s billing system is customizable, which gives you more control over how you bill clients and manage your firm’s finances.

MyCase also offers legal billing and time tracking, but it focuses on keeping things as simple as possible. Its invoicing system is easy to navigate, allowing you to create and send invoices with just a few clicks.

Although it might not be as customizable as Clio, it’s perfect for firms that want a quick, no-fuss solution.

Payment Processes

Clio makes it easy for clients to pay with Clio Payments, a built-in feature that allows for secure online payments via credit card or bank transfer.

You can set up automated reminders, which help make sure you get paid faster. Plus, Clio’s payment processing integrates seamlessly with its billing system.

MyCase has built-in payment processing, integrating with LawPay to handle online payments. It supports credit card payments and allows for partial payments, which can be useful for clients who prefer to pay in installments.

MyCase also provides automatic payment reminders, so it’s easier to stay on top of billing.

Task Management

Staying on top of deadlines and follow-ups is a big part of day-to-day legal work, and both Clio and MyCase cover the basics well.

Each platform lets you manage tasks directly within its case management software, so important things like assignments, due dates, and reminders stay tied to the right matter.

Clio leans into flexibility. Tasks can be linked to matters, assigned to specific team members, and paired with legal calendaring to help prevent missed deadlines.

For firms that want an all-in-one solution, these task features work alongside Clio’s other core tools to make it easier to keep work moving without switching systems. The trade-off is that it can take a little time to get comfortable with all the options.

Meanwhile, MyCase keeps task management more straightforward. Its user-friendly interface makes it easy to create tasks, assign responsibility, and track progress without much setup. This approach works well for small law firms that want clarity and structure without a lot of configuration.

Both platforms cover essential task management needs; the difference comes down to how much flexibility your firm wants versus how quickly you want to get started.

Clio vs. MyCase: Other Key Differences

Clio and MyCase share many of the same core features, but some of the bigger differences show up in the following aspects:

Target Market

Clio is designed to cater to a wide range of law firms, from solo practitioners to larger multi-lawyer firms.

Its broad feature set and extensive integrations make it especially appealing to firms that handle complex cases or need automated legal workflows and more advanced tools to manage a larger volume of work.

Because of its flexibility, Clio tends to attract firms that are willing to spend time learning the ins and outs of a more customizable platform.

MyCase, on the other hand, is primarily aimed at small to mid-sized law firms that value simplicity and ease of use. It’s particularly popular among firms that want to get up and running quickly without a steep learning curve.

Additionally, MyCase’s focus on client communication and straightforward design makes it a favorite for firms that don’t need a lot of customization but still want a solid, dependable tool for managing cases and expense tracking.

Key Features

What is each platform known for? 

One of Clio’s standout features is its deep integration capabilities. With over 200 third-party app integrations, Clio is great for firms that need a highly customizable and flexible system.

While MyCase may not offer the same breadth of integrations as Clio, it makes up for it with its client portal, which is incredibly easy to use. The portal allows clients to view case updates, share documents, and communicate directly with their attorneys, all in one place.

Ease of Use

Clio packs in a lot of advanced functionality, which is great once you get comfortable with it. There’s a bit of a learning curve at the start, but the layout is logical, and the experience stays familiar thanks to a consistent setup across the platform.

If questions come up along the way, Clio’s support team is there to help smooth out the onboarding and day-to-day use.

On the flip side, MyCase takes a more plug-and-play approach. Most users can log in and start working almost right away, with very little training needed. Everything is laid out clearly, so tasks, matters, and client communication tools are easy to find and use.

If your firm likes having more options and doesn’t mind spending a little time learning the system, Clio gives you room to grow. But if you want something that feels natural from the first login and keeps things simple, MyCase makes that easy.

Pricing Models

Clio and MyCase both use tiered pricing to give law firms options based on their size and the functionality they need.

Clio’s plans range from core practice management to advanced automation and client intake tools, while MyCase offers a straightforward set of tiers with built-in legal accounting and billing features that many small firms appreciate.

Clio Pricing Plans

Clio has four main pricing plans:

• EasyStart – $59: Core tools for time tracking, billing, documents, e-signatures, and secure client communication.
• Essentials – $99: Adds client portal, texting, integrations, and more collaboration tools.
• Advanced – $139: Includes automated workflows, reports, custom roles, and enhanced law firm productivity features.
• Complete – $169: Adds intake forms, lead tracking (via Clio Grow), CRM-style tools, and the broadest feature set.

MyCase Pricing Plans

MyCase offers three plans:

• Basic – $49: Essential case management, billing, contact management, and client portal.
• Pro – $99: Adds unlimited two-way texting, client intake management, unlimited e-signatures, and advanced invoicing.
• Advanced – $119: Includes full-text search, advanced document automation, custom reports, MyCase Drive file sync, and split billing.

MyCase Accounting also offers built-in accounting tools and financial features like trust accounting and integrated payments without needing external products, which can simplify billing workflows for many smaller practices.

Both platforms usually include free trials, and exact prices can vary based on monthly vs. annual billing or promotions. 

Clio’s higher-tier plans unlock more advanced features, while MyCase’s tiers focus on adding client-facing and financial tools across its competitive pricing structure.

Which One Is Better for Your Law Firm?

The choice between Clio and MyCase really depends on your firm’s specific needs. As you can see, both platforms offer excellent features but cater to slightly different types of law firms.

If your firm needs a more feature-rich system with greater flexibility and customization, Clio might be the better fit. However, if you’re looking for something more straightforward and easy to use, MyCase could be just what you need.

To help make your decision easier, here’s a quick comparison:

How Does Briefpoint Fit Into the Mix?

While Clio and MyCase handle the essentials of practice management, Briefpoint adds a layer of efficiency that neither platform offers: discovery document automation.

If you’ve ever spent hours drafting requests for admission, production, or interrogatories, you know how tedious it can be. That’s where you can insert Briefpoint. 

This AI-powered tool automates the whole process and cuts drafting time down to just minutes.

Here’s how it works:

• Smart data extraction: Just upload your discovery request, and Briefpoint’s AI pulls in routine details like case numbers, court names, and parties automatically.
• Quick objections: Need to add discovery objections? No problem. Just click the ones you want, and they’re instantly added.
• AutoDoc formatting: AutoDoc applies proper formatting, Bates numbers, and jurisdiction-specific rules so your documents stay consistent and court-ready.
• Client-friendly collaboration: With Briefpoint Bridge, you can simplify legal language for your clients and collect their input directly.

Whether your firm uses Clio or MyCase, Briefpoint integrates seamlessly to complement your practice management software with a simpler discovery process.

Book your discovery call today!