Clio vs MyCase | Billing, Trust, and Payments

From Time Entry to Paid—Fast

Timers, batch billing, trust accounting support, and online payments are built‑in—lowering friction from work performed to funds received.

⚙️ Feature Comparison

CapabilityMyCaseClio
Case Management✅ Unified matters, tasks, docs & notes✅ Matters, tasks, docs & workflows
Client Portal✅ Built‑in portal & secure messaging✅ Client portal, add‑ons available
Time & Billing✅ Timers, batch billing, LEDES export✅ Timers, billing, LEDES
Payments✅ Native payments incl. trust accounting✅ Payments (via Clio Payments)
Integrations✅ Core integrations; focused set✅ Broad app marketplace

🌟 Why Choose MyCase

All‑in‑One Simplicity

Essential tools are integrated and ready on day one.

Faster Billing

Batch invoices, reminders, and online payments built‑in.

Client Experience

Portal keeps clients informed without email overload.

Setup Speed

Onboarding is straightforward for small and mid‑size firms.

💳 Time, Billing & Documents

  • Track time on web & mobile, convert to invoices in clicks.
  • Document templates, eSign, and assembly keep files moving.
  • Reporting for realization, collections, and utilization.

👥 Client Communication & Portal

  • Secure messaging, file sharing, and case updates for clients.
  • Tasking & reminders reduce back‑and‑forth emails.
  • Intake forms and lead capture streamline onboarding.

💸 Integrated Payments

  • Built‑in online payments with trust/operating account support.
  • Payment links and client reminders improve cash flow.
  • Batch billing for faster monthly cycles.

💬 What Firms Say

“Trust/operating split is handled cleanly.” — Firm Accountant
“Batch billing + reminders cut A/R days.” — Bookkeeper

❓ FAQ

Q: Does MyCase support payment plans?
A: Yes—installments and reminders are supported.

Q: Are surcharges configurable?
A: You can control fees per policy and jurisdiction.

🚀 Final Verdict

For streamlined billing and cash collection, MyCase keeps the cycle tight.

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