Clio is general practice. CaseLumen is personal injury.
Clio Manage is an excellent generalist CMS — billable hours, matters, a huge integration catalog. Plaintiff PI firms still end up bolting on spreadsheets for SOL urgency, settlement waterfalls, liens, and IOLTA. CaseLumen is those PI workflows as the product, not an add-on.
Last reviewed August 2026. Competitor features and list prices move — verify before you buy.
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Clio covers the firm. CaseLumen covers the PI file.
Clio’s trust accounting is real. The plaintiff-specific pieces — SOL urgency, settlement waterfalls, written discovery — are why CaseLumen exists.
Live SOL countdown (not only a generic deadline)
- CaseLumen
- Built in
- Clio
- Limited or add-on
IOLTA / trust accounting
- CaseLumen
- Built in
- Clio
- Built in
Settlement waterfall, liens, and net-to-client in the case file
- CaseLumen
- Built in
- Clio
- Limited or add-on
AI written discovery — drafts responses from defense PDFs
- CaseLumen
- Built in
- Clio
- Not available
Documents in your own Microsoft 365 tenant
- CaseLumen
- Built in
- Clio
- Limited or add-on
Built first for hourly matters and a large app catalog
- CaseLumen
- Not available
- Clio
- Built in
Full PI platform, per user / month
- CaseLumen
- $59
- Clio
- $59+ add-ons
| CaseLumen | Clio | |
|---|---|---|
| Live SOL countdown (not only a generic deadline) | Built in | Limited or add-on |
| IOLTA / trust accounting | Built in | Built in |
| Settlement waterfall, liens, and net-to-client in the case file | Built in | Limited or add-on |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available |
| Documents in your own Microsoft 365 tenant | Built in | Limited or add-on |
| Built first for hourly matters and a large app catalog | Not available | Built in |
| Full PI platform, per user / month | $59 | $59+ add-ons |
Clio Manage is a general-practice platform; Clio does offer trust accounting. Marks for SOL, settlement waterfalls, and Microsoft 365 reflect typical PI use as of August 2026, not every Clio SKU or integration. Confirm current Clio packaging with them. CaseLumen Professional is $59/seat with Case Financials and AI written discovery included.
When CaseLumen is the better fit
- Your docket is mostly contingency / personal injury, not hourly matters
- You need a live statute-of-limitations countdown, not a generic deadline field
- You want IOLTA, liens, and net-to-client waterfalls in the case file
- You want AI that drafts Plaintiff discovery responses from the defense PDF
When Clio may still be right
- You are a mixed general-practice firm that bills by the hour and wants Clio’s ecosystem first
- You depend on Clio Grow, Lawyaw, or a large third-party app marketplace today
- You are on Google Workspace only — our document/calendar integration is Microsoft 365 today
Clio alternative FAQs
Yes. Many PI firms do, usually with extra tools for intake, demand, and accounting. CaseLumen exists so those PI-specific pieces — SOL, IOLTA, settlements, written discovery — live in one system.
Clio Manage list pricing commonly starts around the same $59/user band and climbs with higher tiers and add-ons such as Clio Grow. CaseLumen Professional is $59/seat with Case Financials and AI written discovery included — no separate CRM SKU.
Intake, referral-source tracking, and conflict checks are built into CaseLumen. We are not a legal-marketing automation suite; we are the case operating system after the lead arrives.
Yes. We help move cases and contacts so your team is not re-keying. Documents and calendar come across when we connect Microsoft 365. Every migration is scoped on a call. Book a demo or contact sales to scope it.
Also see Why CaseLumen, personal injury, the settlement calculator, or contact sales.
Try CaseLumen on your own files
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