Clio's per-user tiers add up fast once you need trust accounting, document automation, and client intake in the same place. Build a matter tracker with exactly the fields and billing rules your firm runs on.
Get startedClio charges by the seat and by the tier, with features like advanced reporting and document automation often locked to higher plans. ViibeStack builds matter tracking, client records, and billing around your firm's actual practice areas and fee structures, without paying for a tier just to unlock one feature.
Fields and statuses built around how your firm actually organizes matters, not a one-size-fits-all legal template.
Flat fee, hourly, contingency -- billing logic modeled on how your firm actually invoices, not a fixed set of options.
Import current client and matter records through a standard connection instead of re-entering everything by hand.
Where it still makes sense
If your firm relies heavily on Clio's built-in trust accounting compliance features across multiple jurisdictions, that specific piece is worth evaluating carefully before moving everything else.
What switching actually looks like
Start with matter and client tracking, since that's the part most firms customize the most anyway. Billing and trust accounting workflows can move over on their own timeline once the core case tracker is running.
Who actually makes this switch
Typically a small or mid-size firm paying per-attorney fees for a platform built to serve firms of every size and practice area, where half the configuration options don't apply to how they actually work. The switch usually happens once renewal costs stop matching the value the firm is getting out of the unused features.