All-in-one and AI-native, not AI added on.
The capability table, sourced and dated.
| YesCounsel | Clio | |
|---|---|---|
| Practice management | ||
| Matter management | All plans | |
| Time tracking & billing | All plans | |
| Trust accounting with three-way reconciliation | All plans | Varies by plan |
| Native e-signatures | Practice plan and up | Varies by plan |
| Client portal | All plans; branded from Practice | |
| Risk & compliance | ||
| Conflicts checking | All plans | |
| AML / KYC screening | Firm plan | Via integrations |
| Ethical walls | Firm plan | Varies by plan |
| Knowledge & AI | ||
| Knowledge base + CLE tracking | All plans | |
| Built-in AI assistant | Agents create real records in your matters | Clio Duo — varies by plan |
| AI included on every paid plan | Varies by plan | |
| Pricing | ||
| Published per-seat pricing | $29–$99/user/moEnterprise quoted | Published; from $49/user/mo (EasyStart) |
Competitor details are based on public product documentation, August 2026, and “Varies by plan” means the capability exists but depends on the tier or add-ons you buy. Spot something out of date? Tell us and we’ll correct it. Contact us.
The honest differences, in plain language.
AI is included, not tiered
Clio Duo is a real product — but AI availability varies by plan. On YesCounsel, AI research, drafting, and matter-aware agents are included on every paid plan (Solo $29, Practice $59, Firm $99 per user/month), and tiers scale on firm size and depth, never on whether you get AI.
Compliance lives in the core
Conflicts checking ships on every YesCounsel plan, and AML/KYC screening plus ethical walls are first-party modules on the Firm plan — enforced in the database layer, not bolted on through an app directory.
Where Clio is ahead
Honesty cuts both ways: Clio has a mature third-party app marketplace and a much longer production track record. If a large integration ecosystem is your first requirement today, Clio is the safer pick — our integration surface is still growing.
Asked by firms weighing Clio:
Run one matter through both. Then decide.
Start a 7-day trial on a published per-seat plan and compare against your current stack with your own matter, not our demo script.
