Clio vs MyCase: Which One Is the Best? [2025]

Choosing the right practice management software is one of the most important decisions for any law firm. The right platform should simplify case tracking, billing, document management, and client communication while adapting to the unique needs of your practice. Among the most popular solutions available today are Clio and MyCase, two cloud-based systems designed for legal professionals seeking to improve organization and efficiency.

This comparison explores their strengths and limitations across key criteria such as usability, features, pricing, and support. At the end, we briefly introduce Zygos, a long-established alternative trusted by hundreds of law firms worldwide.

Clio vs MyCase: Case and Document Management

Case and document management determine how well a law firm organizes information, stores files, and collaborates across teams. The best tools centralize client data, automate tasks, and ensure documents are secure and easy to retrieve.

To see how an integrated system can manage cases, documents, and compliance together, visit the Zygos Case Management Module.

Clio

Clio provides an advanced environment for managing both cases and documents. Files can be stored securely, tagged, linked to matters, and accessed from anywhere. It integrates with tools like Outlook, Zoom, and QuickBooks for seamless daily workflows.

Pros:

• Centralized document storage and tagging
• Secure sharing through Clio Drive and client portals
• 200+ integrations for automated processes

Cons:

• Limited offline functionality
• Automation tools are only available on higher-tier plans
• Sync issues with some third-party tools

MyCase

MyCase focuses on simplicity with built-in document storage and direct client access. Users can upload, share, and manage files easily through the client portal.

Pros:

• Built-in document storage and version control
• Integrated e-signature and client access
• Simple, intuitive interface

Cons:

• Few customization options
• Limited automation
• Basic search and tagging functions

The Winner: Clio

Clio takes the lead for its flexibility and range of integrations, making it ideal for growing firms that need complex case management.

Quick Note: Case vs Document Management

Case management organizes the full lifecycle of a legal matter. Document management focuses on securely storing and retrieving case-related files. Most modern systems, like Clio and MyCase, merge both under one workspace.

Clio vs MyCase: Billing and Payments

Billing and payments determine how efficiently firms track time, issue invoices, and manage collections. A strong system minimizes manual work and improves cash flow.
To see how automation can simplify billing and time tracking, visit the Zygos Billing and Financial Management Page.

Clio

Clio’s billing features are comprehensive, offering multi-currency support, detailed time tracking, and integrations with QuickBooks and Xero.

Pros:

• Multi-currency billing and expense tracking
• Seamless accounting integrations
• Automated time tracking

Cons:

• Complex setup for small firms
• Automation tools only in higher-tier plans
• Limited options for batch invoicing

MyCase

MyCase offers a built-in payment system and a simple billing interface. Clients can pay invoices directly through the portal.

Pros:

• Built-in online payments
• Simple invoice setup and reminders
• Intuitive billing dashboard

Cons:

• No multi-currency support
• Fewer integrations
• Limited reporting options

The Winner: Clio

Clio wins for flexibility and scalability, while MyCase remains better for smaller firms that want a simpler billing process.

Clio vs MyCase: Client Intake

Client intake is the process of onboarding new clients and gathering their information before a case begins. It involves collecting contact details, documents, and initial data that allow firms to open new matters efficiently.
While Clio and MyCase provide tools for this stage, Zygos approaches onboarding differently. Through its integrated KYC and Contact Management Module, Zygos enables firms to capture client information, verify identities, manage required documents, and assign risk levels within one secure environment.
Learn more about how Zygos simplifies client onboarding and compliance through its KYC/AML tools.

Clio

Clio handles client intake through its dedicated add-on, Clio Grow. This module lets firms manage leads, automate intake forms, and track prospective clients throughout the onboarding process.

Pros:

• Digital intake forms and questionnaires
• Lead tracking and pipeline management
• Integrated workflow automation

Cons:

• Requires the Clio Grow add-on
• Additional cost separate from the main Clio platform
• Some setup time is needed for automation templates

MyCase

MyCase includes basic client intake features within its main platform. Firms can onboard clients quickly by collecting information through built-in forms and connecting them to new cases automatically.

Pros:

• Built-in intake forms with client connection to cases
• Easy onboarding for small teams
• No need for separate modules

Cons:

• Limited customization options
• No lead tracking or marketing automation
• Basic document request tools

The Winner: Clio

Clio wins for its advanced automation and dedicated intake system. However, for firms focused on compliance-driven onboarding, Zygos’ KYC and Contact Management Module offers a powerful alternative that combines client onboarding with regulatory checks in one place.

Clio vs MyCase: Integrations

Integrations connect your practice management system with other tools. A strong ecosystem improves efficiency and prevents data duplication.

Clio

Clio supports over 200 integrations, including Outlook, Zoom, QuickBooks, and Xero. Firms can build customized workflows or use the open API for tailored automation.

Pros:

• 200+ third-party connections
• Open API for custom integrations
• Reliable accounting and communication tools

Cons:

• Setup can be technical
• Some integrations require paid subscriptions
• Maintaining multiple tools can add complexity

MyCase

MyCase limits integrations to essential tools, focusing on simplicity and internal consistency.

Pros:

• Minimal setup
• Core tools are built in
• Low maintenance requirements

Cons:

• Few integration options
• No open API
• Less flexibility for custom workflows

The Winner: Clio

Clio leads for firms that rely on multiple tools or plan to expand their workflows.
Zygos integrates directly with Microsoft Office and third-party accounting systems through its API, providing essential connectivity while keeping workflows simple.

Quick Note: Integrations vs Built-In Tools

Integrations connect your software to external apps. Built-in tools are features already included within the platform. Clio offers flexibility through integrations, while MyCase simplifies operations by keeping most tools in-house.

Clio vs MyCase: Reporting

Reporting gives firms the insights they need to monitor performance and profitability.

Clio

Clio offers customizable reports covering billing, time tracking, and productivity. Reports can be exported or integrated with external tools for deeper analysis.

Pros:

• Advanced, customizable reports
• Multiple filters and metrics
• Export options for external analytics

Cons:

• Learning curve for advanced setup
• Some reports require premium plans
• Manual configuration for complex templates

MyCase

MyCase offers simple, pre-built reports for key metrics such as billing summaries and case overviews.

Pros:

• Ready-to-use reports
• Visual dashboard
• Automatic updates

Cons:

• Limited customization
• Fewer analytics metrics
• No cross-department tracking

The Winner: Clio

Clio wins for its detailed and flexible reporting capabilities, while MyCase is ideal for firms seeking simplicity.

Quick Note: Pre-Built vs Custom Reports

Pre-built reports provide quick summaries. Custom reports let you choose your own data fields and filters for deeper insights.

Clio vs MyCase: Client Portal

A client portal helps firms communicate securely with clients by giving them access to case updates, files, and billing information. It’s a useful tool for firms that prioritize transparency and ongoing client interaction.
While Zygos focuses on internal efficiency, compliance, and case organization, client collaboration happens through secure document sharing and direct communication, not through a dedicated client portal.

Clio

Clio offers its client portal as an add-on that lets clients view case details, upload documents, and communicate with their legal team securely.

Pros:

• Secure client access to documents and updates
• Messaging and file-sharing functions
• Professional client-facing interface

Cons:

• Only available as an add-on
• Additional setup cost
• Limited customization

MyCase

MyCase includes its client portal in all plans, offering easy communication and document exchange between clients and lawyers.

Pros:

• Built-in and ready to use
• File upload, messaging, and billing visibility
• Streamlined client communication

Cons:

• Few customization or branding options
• Simpler layout and controls
• Limited automation

The Winner: MyCase

MyCase leads in this category for convenience, since the client portal is included and immediately functional.

Quick Note: Client Portals vs Secure Collaboration

A client portal is a secure space where clients log in to view updates. Secure collaboration, like what Zygos provides, focuses on controlled internal document sharing and communication through secure, monitored channels.

Clio vs MyCase: Mobile App

A mobile app helps legal professionals stay connected while managing cases on the go.

To see how mobility enhances practice efficiency, explore the Zygos Mobile Application.

Clio

Clio’s mobile app offers full access to cases, contacts, and billing functions. It mirrors most desktop features.

Pros:

• Full functionality on mobile
• Calendar and task sync
• Secure data management

Cons:

• Slightly slower load times on older devices
• Requires internet connection
• Occasional sync delays

MyCase

MyCase’s mobile app focuses on core functionality, allowing basic access to documents, messages, and billing.

Pros:

• Simple and intuitive design
• Quick access to client information
• Reliable for everyday use

Cons:

• Limited advanced functionality
• No deep analytics or reporting
• Fewer configuration options

The Winner: Clio

Clio wins for offering a complete and responsive mobile experience.

Clio vs MyCase: Pricing

Pricing determines how cost-effective each platform is for firms of different sizes.

Clio

From €42 to €120 per user per month, depending on plan tier and features.

MyCase

From €34 per user per month with core tools included.

The Winner: MyCase

MyCase is more affordable for small to mid-sized firms, though Clio offers stronger value for firms that need scalability.

Clio vs MyCase: Support

Strong customer support ensures a smooth onboarding process and continued reliability.

Clio

Clio offers 24/5 live chat and phone support with extensive documentation and training materials.

MyCase

MyCase provides email and chat support, backed by an online help center.

The Winner: Clio

Clio wins for its multi-channel, real-time support.

The Final Verdict: Clio vs MyCase

Both Clio and MyCase are reliable, user-friendly platforms for legal practice management.
Clio stands out for scalability, integrations, and detailed reporting.
MyCase wins in simplicity, affordability, and ease of use.

For firms seeking an all-in-one alternative that combines case management, billing, compliance (KYC/AML), and entity administration in one unified system, discover Zygos Practice Management Software.

Zygos is designed for professional service firms that value clarity, compliance, and control.

Pricing: Which Is More Affordable?

Both Clio and MyCase follow a per-user, subscription-based model, but their pricing structures cater to slightly different audiences.

Clio starts at €42 per user per month, reaching up to €120 for advanced plans that include premium features such as custom reporting and automation. These higher tiers are designed for larger firms that require more complex workflows and integrations.

MyCase begins at €34 per user per month and includes core features such as case management, billing, and the client portal. Its pricing is simpler and more accessible for small to mid-sized law firms looking for all-in-one functionality without add-ons.

When comparing overall value, Clio offers more flexibility and advanced functionality, while MyCase provides affordability and ease of use right out of the box.

The Winner: Clio vs MyCase

VS

After reviewing both systems feature by feature:

• Clio stands out for its scalability, integrations, reporting capabilities, and automation tools. It’s ideal for mid-sized and large firms that need deep customization and analytics.
• MyCase excels in simplicity, affordability, and ease of onboarding, making it well-suited for smaller firms and solo practitioners.

Overall, Clio takes the lead as the more comprehensive and adaptable practice management platform.
However, the choice ultimately depends on your firm’s size, budget, and long-term goals.

Need an Alternative Solution?

If neither Clio nor MyCase fully aligns with your firm’s goals, some alternatives combine modern design with deeper functionality.
Zygos stands out as a complete, compliance-ready platform created specifically for law firms and corporate service providers.
It unifies case management, billing, compliance, and entity administration in one system designed to streamline every process and reduce manual work.

Introducing Zygos: A Tailored Alternative

For firms seeking a system built for complete legal practice management, Zygos offers a mature and fully integrated platform.
Designed for professional service providers, Zygos has supported the legal industry for more than three decades and currently serves over 350 law firms and corporate service providers worldwide.

While Clio and MyCase focus primarily on case management, Zygos addresses a broader set of professional needs by combining litigation, corporate administration, compliance, and financial management in a single platform.

Zygos Core Capabilities

Case Management: Manage litigation, corporate, and contract cases with detailed task and time tracking, ensuring every action is logged and billable time is captured.

Entity Administration: Manage company structures across multiple jurisdictions, including shareholder registers, beneficial ownership mapping, and capital management with multi-currency support.

KYC/AML Compliance: Conduct integrated risk assessments, monitor document expirations, and perform client screenings using data powered by Acuris Risk Intelligence.

Financial and Billing Tools: Automate invoicing, manage multicurrency transactions, and link billing to time tracking and project data for transparent financial control.

Document Management: Store and manage documents securely with automatic indexing, advanced search options, and granular access control.

Mobile App: Stay connected through a mobile platform that provides instant access to firm updates, calendars, contacts, and active tasks.

Zygos brings all these tools together in one environment, reducing the need for multiple third-party systems. Its adaptable design allows each firm to configure workflows that reflect their jurisdictional and procedural needs, something not easily achieved with Clio or MyCase.

Where Zygos Stands Out

Built for Legal Professionals, Not Just Cases
Zygos has evolved through decades of collaboration with law firms. Every module, from compliance dashboards to entity management, is designed to support the way legal professionals actually work rather than adopting a generic project management structure.

Deep Corporate Administration Tools
While most global legal platforms focus mainly on litigation, Zygos goes further. It supports company formation, registry management, and beneficial ownership tracking across jurisdictions, including Cyprus, Malta, and the British Virgin Islands, making it an ideal solution for firms with both legal and corporate service operations.

Seamless Compliance and Risk Control
Unlike systems where compliance tools are separate or optional, Zygos integrates KYC and AML functionality directly into the platform. Firms can automatically screen clients against global watchlists, monitor risk levels, and generate regulator-ready reports in a few clicks.

Transparent Pricing
Zygos is available as a cloud-based service for $70 per user per month, which includes all core and compliance modules.
Annual commitments include discounted rates, and optional AML Screening and Monitoring bundles are available for firms that require enhanced compliance tracking.

Localized Support and Partnership Approach
Zygos positions itself as a partner, not just a vendor. The team provides personalized assistance during setup, data migration, and training, ensuring every client achieves a smooth transition and long-term operational success.

Which Platform Is Right for You?

• Choose Clio if your firm values a large integration ecosystem and advanced automation.
• Choose MyCase if you need a straightforward, affordable solution with built-in communication tools.
• Choose Zygos if your firm operates internationally, manages both litigation and corporate administration, or needs comprehensive compliance capabilities in one environment.

Zygos was created for firms that require more than case management. Its long-term focus on the legal and corporate services sectors means it evolves with regulatory changes and supports complex entity structures while helping firms maintain full control of their data.

Final Thoughts

The landscape of legal technology continues to expand, with Clio and MyCase leading in general practice management.
However, firms benefit most when they choose a system that aligns with their real workflows, compliance obligations, and operational complexity.

For many professional service firms, that means selecting a platform that brings together practice management, compliance, and corporate administration – and that is where Zygos stands apart.

Developed through more than 30 years of experience, Zygos offers a proven, secure, and adaptable platform that supports every part of your practice in one reliable system.

To identify the best fit for your firm, explore live demos and evaluate how each platform supports not only your current needs but also your long-term growth.

Book your demo with Zygos today!