Clio vs SurePoint (2026): which should you pick?

Pick Clio if

• Fits if you want trust reconciliation and the firm's books in the same tool as billing
• Works for firms that plan to add intake and legal AI from the same vendor later

Look elsewhere if

• Watch out: only Starter has a published price, and Core, Signature and Elite are quoted on request
• Tight if you're on Starter, which has no client portal, texting, conflict checks, document templates, custom fields or integrations
• Pricey if you want workflows, custom reports or SSO, which need Signature or Elite, and Clio Grow intake is an add-on on Core and Signature
• Watch out: card payments cost 2.95% (3.75% for Amex), eCheck 1% and Affirm 4.95%, and court e-filing is paid per filing
• Skip it if you want a long trial, as it's 7 days and there's no free plan

Pick SurePoint if

• Fits if you run a mid-sized firm that needs practice and finance tools
• Works for firms already on Microsoft 365 or NetDocuments

Look elsewhere if

• Too light for nothing, but too big for solo lawyers and very small firms
• Skip it if you want a price first, as every page points to a demo
• Watch out: it's split into Practice Pro, Finance Pro, Finance Core and Finance Enterprise
• Watch out: the pages don't list operating systems or mobile apps

Clio

• Clio publishes a price only for Starter; Core, Signature and Elite are quoted on request or after a demo.
• Starter leaves out the client portal, texting, conflict checks, document templates, custom fields and third-party integrations, which start on Core.
• Card payments cost 2.95% (3.75% for Amex), eCheck and ACH 1%, and Affirm pay-later 4.95%; court e-filing is paid per filing.
• Automated workflows, custom reports and SSO need Signature or Elite, and Clio Grow intake is an add-on on Core and Signature.

SurePoint

• No prices are published; every product page points to a demo request.
• The suite is split into products such as Practice Pro, Finance Pro, Finance Core and Finance Enterprise, so a firm must work out which mix it needs.
• The vendor aims at mid-sized firms, so solo practitioners and very small firms may find the suite larger than they need.
• The pages read do not list supported operating systems or mobile apps.

Clio

Matters, documents and calendars

Every plan stores contacts, matters and unlimited documents, with calendaring, tasks, a firm dashboard and Clio's iOS and Android apps.

Billing and online payments

Hourly, flat-rate and contingency billing, payment plans, UTBMS and LEDES codes, and online payment by card, eCheck, Apple Pay or Google Pay.

Legal accounting built in

Bank sync, a chart of accounts, trust and operating reconciliation, check printing and cash or accrual reports on every plan, with a free licence for the firm's accountant.

AI inside Clio Manage

From Core, AI drafts bills on a schedule, writes client updates from matter activity, turns documents into calendar events and tasks, and ranks tasks.

Clio Work

A legal AI workspace that reads a matter's files to build timelines and spot gaps, finds jurisdiction-matched authority checked by a citator, and drafts in Clio Work or Microsoft Word.

Client portal and texting

From Core, clients use the Clio for Clients portal and app to message, share documents, pay and follow their matter, and the firm can text reminders.

SurePoint

Practice management

Time, documents, deadlines, caseloads and tasks in a cloud-based platform that covers a matter from intake to billing and collections.

Time entry

Attorneys can capture billable time from the office or on the go and manage their caseload from a dashboard.

Finance products

Finance Pro covers each stage of the billing cycle. Finance Core is aimed at firms with small accounting teams, and Finance Enterprise at firms with distributed accounting.

Legal Insights

Formerly Leopard Solutions, it supplies competitive data used for recruiting, business development and strategy, and is combined with a firm's own data in SurePoint Pro.

Payments and CRM

SurePoint Payment Services helps clients pay the firm, and SurePoint CRM (ContactEase) covers client relationships and marketing.

Security and access

The vendor lists SOC 2 compliance, two-factor authentication and per-person or per-group access rights for ZenCase, the product behind SurePoint Pro.

Clio

• Starter$49

  per user / month; monthly or annual billing not stated

  Matters, contacts, unlimited document storage, time and billing, online payments, trust accounting and built-in legal accounting. Three eSignatures.

• CoreCustom

  Adds AI billing and client updates, conflict checks, client portal and texting, document templates, integrations and 15 eSignatures. Price on request.

• SignatureCustom

  Adds matter stages, automated workflows, split and multi-currency billing, custom reports, SAML SSO and unlimited eSignatures. Price on request.

• EliteCustom

  Signature plus the Clio Grow intake suite: AI lead handling, intake forms, online booking, review requests and a website builder. Price on request.

SurePoint

Pricing could not be confirmed. See surepoint.com.

Clio

• Other savings

  Elite bundle saving

  Clio's pricing page labels Elite, which bundles Signature with the Clio Grow intake suite, as saving over 17%.

SurePoint

No public discounts listed.