Comparison

Verdix vs Clio

The incumbent all-practice case-management + billing suite.

Clio is a billing-first platform. Verdix is a PI-first automation.

If your firm runs on billable hours and needs trust accounting, Clio makes sense. If you're a contingency-fee PI firm that cares about speed from intake → demand → settlement with AI-drafted documents, Verdix will feel sharper and cheaper. Verdix includes bilingual intake, AI document extraction, AI demand letters, and lien negotiation out of the box — all paid add-ons or absent in Clio.

Verdix

$149/month flat for the firm (unlimited users)

Solo + small PI firms, same-day setup.

Clio

$99–$149/user/month (Grow + Manage)

Billable-hour practices across every practice area.

Feature by feature

Feature	Verdix	Clio
Base price	$149/mo firm-wide	~$99/user/mo (Grow), $109+ (Manage), both billed per user
AI demand letter drafting Clio Duo is template-first; demand drafting isn't a native feature	✓ Yes	— No
AI document extraction (PDF/image) Clio integrates with document AI add-ons; Verdix ships it	✓ Yes	— No
Bilingual intake (EN + ES)	✓ Yes	Add-on / manual
Lien negotiation workflow	✓ Yes	— No
Settlement statement generator	✓ Yes	— No
Trust accounting (IOLTA) Not needed for PI contingency; use QuickBooks if you take non-PI matters	— No	✓ Yes
Time + billing	— No	✓ Yes
Court calendaring	— No	✓ Yes
Zapier / webhook integrations	✓ Yes	✓ Yes
Setup time	Same-day	Days to weeks (migration + training)

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Common questions

Can I use Verdix alongside Clio?

Yes. Firms commonly keep Clio for billing + court calendaring and plug Verdix in on top for intake, AI demand letters, and lien negotiation. Verdix's webhooks can push intake data into Clio via Zapier.

Does Verdix do trust accounting?

No. Trust/IOLTA isn't needed for a PI contingency practice and we don't want to be the firm's accounting system — QuickBooks + TrustBooks is a better fit for that. Verdix focuses on the PI workflow Clio charges extra to extend.

Is Verdix cheaper than Clio for a 3-person firm?

Clio Grow + Manage at ~$150/user/month × 3 = ~$450/month. Verdix is $149/month for the whole firm — about 1/3 the cost — with AI features Clio doesn't include natively.

Compare Verdix to other platforms

vs Smokeball vs CASEpeer vs MyCase vs LawGoat vs Filevine