Comparison
Clerkly vs Clio
Clio is a widely used practice management platform built for many practice areas. Clerkly is built for one: personal injury. Here is how the two approaches differ.
Clerkly
AI-native practice management for personal injury. The software does the work; your team approves it.
Clio
Generalist practice management for firms of all types, with a broad ecosystem of integrations.
At a glance
| Topic | Clerkly | Clio |
|---|---|---|
| Practice focus | Built only for personal injury, from intake to settlement. | Serves many practice areas. PI workflows are set up on a general-purpose foundation. |
| Core approach | An AI agent does the operational work; your team approves it. | A system of record, with AI features added to existing workflows. |
| Medical records | Records requests with automatic follow-up and AI chronologies cited to source pages. | Depends on how the firm configures it and which integrations it adds. |
| Demand letters | Demand drafts with every fact cited, ready for attorney review. | Document templates and automation; PI demand work varies by setup. |
| Deadlines | Proposed by the Clerk, confirmed by an attorney, with escalating alerts. | Calendaring and deadline tools used across practice areas. |
| Client portal | Secure, bilingual (English and Spanish) portal with plain-language case updates. | Client portal available. |
| Integrations | A focused set of PI-relevant integrations, growing with our founding firms. | A large, established ecosystem of third-party apps. |
Where Clerkly is different
Built around the PI case
Records, treatment, liens, demands, and negotiation are first-class parts of the product, not custom fields on a general matter.
The software does the work
The Clerk chases records, builds chronologies, drafts demands, and tracks deadlines. Your team reviews and approves instead of doing every step by hand.
Every fact cited to a source page
Chronologies and demand drafts link each fact back to the page in the medical record it came from, so attorneys can verify before anything goes out.
When Clio may be the better fit
We'd rather you choose the right tool than the wrong one.
- Your firm practices in several areas beyond personal injury.
- You depend on a wide range of third-party apps that integrate with Clio today.
- You need a vendor with a long track record and a large existing customer base. Clerkly is available now to founding firms and opens to the public February 1, 2027.
Available now
In-app migration from Clio
Clerkly includes in-app migration from Clio. Imported deadlines go through an attorney review step before they become active, so nothing slips during the move.
Common questions
Can Clerkly import our data from Clio?
Yes. In-app migration from Clio is available in Clerkly today, along with spreadsheet imports. Imported deadlines are reviewed by an attorney before they go live.
Does Clerkly replace Clio entirely?
For personal injury firms, Clerkly is designed to be the full practice management system, from intake to settlement. Trust accounting and settlement disbursement are coming in 2027.
Is Clerkly available today?
Yes. Founding PI firms in California, Nevada, Utah, and Arizona get access to the fully functional platform now. General public release is February 1, 2027.
Help shape Clerkly as a founding firm.
Founding firms in CA, NV, UT, and AZ get access to the full platform now, ahead of our February 1, 2027 public release.
Clio is a trademark of its respective owner. This comparison reflects our understanding of publicly available information as of October 2026 and may not reflect recent changes. Clerkly is available now to founding firms, with general public release on February 1, 2027. Features described are available today unless marked as coming.