---
description: Compare CaseWorthy 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: CaseWorthy vs Clio Comparison
---

Breadcrumb: [Home](/) > [CRM Software for Nonprofits](/directory/4788/nonprofit-crm-software/software) > [CaseWorthy \<span\>vs\</span\> Clio](https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio)

# Compare CaseWorthy vs Clio

Canonical: https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio

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

-----

## At a Glance

| Metric | CaseWorthy | Clio |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 44 | 1726 |
| **Starting Price** | US$0.01 | A$39.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### CaseWorthy

- API
- Activity Tracking
- Billing & Invoicing
- CRM
- Case Notes
- Client Management
- Collaboration Tools
- Communication Management
- Contact Database
- Customer Database
- Customisable Branding
- Customisable Templates
- Document Management
- Email Management
- Real-Time Reporting
- Reminders
- Reporting/Analytics
- Task Scheduling
- Time Tracking
- Workflow Management

### Clio

- API
- Activity Tracking
- Billing & Invoicing
- CRM
- Case Notes
- Client Management
- Collaboration Tools
- Communication Management
- Contact Database
- Customer Database
- Customisable Branding
- Customisable Templates
- Document Management
- Email Management
- Real-Time Reporting
- Reminders
- Reporting/Analytics
- Task Scheduling
- Time Tracking
- Workflow Management

## Links

- [View CaseWorthy Profile](https://www.softwareadvice.co.nz/software/49357/caseworthy)
- [View Clio Profile](https://www.softwareadvice.co.nz/software/449970/Clio)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"CaseWorthy vs Clio Comparison","description":"Compare CaseWorthy vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio","about":[{"@id":"https://www.softwareadvice.co.nz/software/49357/caseworthy#software"},{"@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"name":"CaseWorthy","description":"CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations &amp; local, state &amp; federal government agencies to transform key data into actionable information and proof-points. Key features include robust, self-configuration tools, advanced communication tools through notifications, texts &amp; email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management &amp; reporting, individual, program, location &amp; organization-wide data management, and more.\n\nWith the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated &amp; customized emails and event specific notifications to clients and providers.\n\nCaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social causes including employment services, homeless management, victims services, refugees, veterans, education, senior services and meal delivery, and youth and family services.\n\nCaseWorthy stands above the rest through the creation and ongoing development of a database built by human service experts FOR human service experts.  CaseWorthy provides tools for human services agencies to manage their unique program efforts the way that works best for their clients to ensure service provision and outcome impact is top of mind for their day-to-day service providers.  Our leadership, account management, and support teams are staffed with subject matter experts intended to be CaseWorthy experts guiding you in not only system configuration but how to envision and create your goals and objectives within the CaseWorthy application.  We understand the importance of your work and the prioritization of those in need which enhances our true partnerships with our customers beyond data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/5bff45e7-6d54-4fb3-970a-f0c2003ea0e0.jpeg","url":"https://www.softwareadvice.co.nz/software/49357/caseworthy","@id":"https://www.softwareadvice.co.nz/software/49357/caseworthy#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":44},"offers":{"price":"0.01","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Chrome, Android, Platform ios, Platform ipad"},{"name":"Clio","description":"Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work.\n\nThe software suite caters to diverse needs within legal practice, offering features like law practice management, client intake, customer relationship management (CRM), document automation, legal accounting, and access to a wide array of third-party apps. With 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.co.nz/software/449970/Clio","@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":1726},"offers":{"price":"39","@type":"Offer","priceCurrency":"AUD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software for Nonprofits","position":2,"item":"/directory/4788/nonprofit-crm-software/software","@type":"ListItem"},{"name":"CaseWorthy vs Clio","position":3,"item":"https://www.softwareadvice.co.nz/compare/49357/449970/caseworthy/vs/Clio","@type":"ListItem"}]}]}
</script>