Comparison
IOLTATrusts vs Clio
for IOLTA Trust Accounting
Clio is the most widely used law practice management platform. It includes trust accounting features — but it's built for case management first. IOLTATrusts is built for trust accounting compliance first, at a fraction of the cost.
IOLTATrusts works alongside Clio — not instead of it
Many attorneys use Clio for case management and billing, and IOLTATrusts for trust accounting. They serve different functions. IOLTATrusts syncs trust transactions to QuickBooks Online, keeping your books current without double entry.
Pricing Comparison
Clio Manage
$49 – $149/user/mo
Billed annually. Trust accounting included on all plans.
A 3-attorney firm on the Essentials plan ($89/user) pays $267/month. Advanced accounting features require the Clio Accounting add-on at $29/user/month extra.
IOLTATrusts
$19.99 – $69.99/mo
Flat monthly pricing — not per user.
Full IOLTA compliance for the whole firm — three-way reconciliation, client ledgers, audit reports — at a flat rate. Use Clio for cases, IOLTATrusts for trust accounting.
Feature Comparison
| Feature | Clio Manage | IOLTATrusts |
|---|---|---|
| Three-way reconciliation | ✓ Yes | ✓ Yes |
| Per-client trust ledgers | ✓ Yes | ✓ Yes |
| Overdraft / negative balance prevention | ✓ Yes | ✓ Yes |
| Compliance reports for bar examiners | ✓ Yes | ✓ Yes |
| Signed reconciliation report (all 3 legs) | ~ Partial | ✓ Yes |
| One-click audit package | ✗ No | ✓ Yes |
| Client portal (ledger self-service) | ✗ No | ✓ Yes |
| QuickBooks Online sync | Add-on ($29/user/mo) | ✓ Yes |
| Flat-rate pricing (not per user) | ✗ No | ✓ Yes |
| Case / matter management | ✓ Yes | ✗ No |
| Time tracking & billing | ✓ Yes | ✗ No |
| Client intake (Clio Grow) | Add-on | ✗ No |
| 14-day free trial | ✓ Yes | ✓ Yes |
The Real-World Setup Most Clio Firms Use
Clio's trust accounting covers the basics — client ledgers, deposits, disbursements, and basic reconciliation. But attorneys who have been through a bar audit often discover that Clio's trust reports don't produce the complete signed three-way reconciliation document bar examiners expect, and that assembling a full audit package still requires manual work.
IOLTATrusts fills that gap: it handles trust accounting compliance to the same standard bar auditors use, at a flat monthly price that doesn't grow with your headcount. You keep Clio for everything it does well.
Already using Clio? Add dedicated trust accounting compliance.
IOLTATrusts handles the trust accounting compliance Clio doesn't fully cover — three-way reconciliation, signed reports, one-click audit packages. Plans from $19.99/month flat.
Start your free 14-day trial →No credit card required.