---
description: Compare TrustBooks vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: TrustBooks vs Clio Comparison
---

Breadcrumb: [Home](/) > [Accounting Software](/directory/4220/accounting/software) > [TrustBooks \<span\>vs\</span\> Clio](https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio)

# Compare TrustBooks vs Clio

Canonical: https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio

> Detailed comparison between TrustBooks and Clio. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | TrustBooks | Clio |
| **Overall rating** | 5.0/5 | 4.7/5 |
| **Total Reviews** | 107 | 1738 |
| **Starting Price** | US$49.00 | €59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### TrustBooks

- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Audit Trail
- Bank Reconciliation
- Case Management
- Check Writing
- Compliance Management
- Cross Ledger Posting
- Customer Statements
- Customisable Reports
- Electronic Payments
- Financial Management
- Financial Reporting
- Income & Balance Sheet
- Reporting & Statistics
- Trust Accounting
- Workflow Management

### Clio

- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Audit Trail
- Bank Reconciliation
- Case Management
- Check Writing
- Compliance Management
- Cross Ledger Posting
- Customer Statements
- Customisable Reports
- Electronic Payments
- Financial Management
- Financial Reporting
- Income & Balance Sheet
- Reporting & Statistics
- Trust Accounting
- Workflow Management

## Links

- [View TrustBooks Profile](https://www.softwareadvice.ie/software/295964/trustbooks)
- [View Clio Profile](https://www.softwareadvice.ie/software/449970/Clio)
- [View Original Comparison](https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"TrustBooks vs Clio Comparison","description":"Compare TrustBooks vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio","about":[{"@id":"https://www.softwareadvice.ie/software/295964/trustbooks#software"},{"@id":"https://www.softwareadvice.ie/software/449970/Clio#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio#webpage","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"inLanguage":"en-IE","isPartOf":{"@id":"https://www.softwareadvice.ie/#website"}},{"name":"TrustBooks","description":"TrustBooks is a cloud-based software that helps lawyers manage legal accounting operations on a unified dashboard. The application provides a three-way trust reconciliation summary including details from the bank balance, trust ledgers and client ledgers.\n\nProfessionals can utilize workflows to create client matter, enter deposits, process payments and record accounting activity. Administrators can track activity linked between a firm’s and client’s accounts and gain insights into trust ledgers through automatic updates.\n\nIt facilitates integration with banking institutions and third-party software including LawPay and Clio, allowing import of bank activity between systems. Other features of TrustBooks include bank account management, data administration, check printing, encryption, reporting, fund tracking, roles management, and more. Pricing is available on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/0fdd8d13-0226-48a2-a16d-b540c6657d4a.jpeg","url":"https://www.softwareadvice.ie/software/295964/trustbooks","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/295964/trustbooks#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":107,"ratingValue":5.0},"offers":{"price":"49","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"name":"Clio","description":"Ranked #1 and with the most 5-star reviews on Gartner, G2 &amp; Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. \n\nEnterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA.\n\nClio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome.\n\n100+ Bar approvals and approvals in all 50 US states.\n\nClio is proudly used by 400,000+ lawyers from large, small &amp; solo firms.  \n\nWork the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.\n\nManage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. \n\nAlso, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease.\n\nThe software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing &amp; accounting, and access to a wide array of third-party apps. \n\nWith over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1eef4d26-ac70-4b3a-8c83-af0865b2cbc3.png","url":"https://www.softwareadvice.ie/software/449970/Clio","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/449970/Clio#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":1738,"ratingValue":4.7},"offers":{"price":"59","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Accounting Software","position":2,"item":"/directory/4220/accounting/software","@type":"ListItem"},{"name":"TrustBooks vs Clio","position":3,"item":"https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio","@type":"ListItem"}],"@id":"https://www.softwareadvice.ie/compare/295964/449970/trustbooks/vs/Clio#breadcrumblist"}]}
</script>
