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Clio is the system of record. Ezra is the front office.

Clio runs the matter and the bill. A generic CRM bolted on top adds a pipeline and little else. Ezra sits in front of Clio Manage — notetaker, intake and drillable money — and writes the work back into the file.

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Capability by capability

Yes Partial No

How Ezra compares with Clio on its own and a generic legal CRM
Capability	Clio alone	Generic legal CRM	Ezra
Built on Clio Manage as the system of record Contacts, matters and time sync both ways, and Clio's copy wins on the shared fields — bills and the client account are read from Clio, which stays authoritative for both.	Yes	No	Yes
Writes the work back into the Clio file Attendance notes, billable time, diary and key dates, tasks, documents and correspondence written into Clio — surface by surface, including all-off if the firm wants Ezra to read and never write.	No	No	Yes
AI notetaker files the attendance note and time From the meeting: a UK attendance note, rounded time, key dates, reminders and a draft client email. Nothing is billed until a fee earner files it to Clio. Used on live files, ad hoc and in the room — not only first consults.	No	No	Yes
Conversions fired back to the ad platforms, priced by outcome Every enquiry tied back to its ad, call or organic source, forward to the matter and fee it became, and reported to Google, Meta and LinkedIn server to server so the bidder learns what a paying matter is worth.	Partial	Partial	Yes
Compliance checks as blocking gates on conversion A lead cannot convert until identity, sanctions, conflicts and the engagement letter all clear — and every exception is a recorded, authorised override rather than a skipped step.	Partial	No	Yes
Lexcel and MLR records kept on the matter Case plans (Lexcel 7.1), matter risk assessments (MLR 2017 reg 28) and supervisors' file reviews (Lexcel 5.11), signed, versioned and on a central register.	No	No	Yes
Subject access requests handled end to end Gather, decide each third party once, redact or withhold under a named statutory exemption, produce the pack and deliver it — on the statutory clock, with a preservation hold.	No	No	Yes
Consultations recorded → attendance note + time entry A bot records and transcribes the call; AI drafts the file note and the billable entry, flags what deserves a second look, and quotes the transcript for each flag.	No	No	Yes
Every £ drillable, corrections-aware Click a figure to the rows behind it. Write-offs, credit notes and fee re-attributions are applied by the shared metrics layer the finance reports read through, and the raw Clio number stays on the badge.	Partial	No	Yes
Money-at-risk and client-account reconciliation Funding coverage, exposure and runway per matter; the Clio client-account ledger synced every ten minutes and reconciled against the sum of matter balances.	No	No	Yes
Revenue-leakage audit across the firm Detects meeting, recording, communication and idle-matter leakage, estimates the £ at stake, and grades the time narratives a costs assessor would reduce.	No	No	Yes
One firm sender, and drafts a person must send One verified sending identity across every client-facing email; agent-composed replies queue for approval; do-not-contact is refused at the send.	No	Partial	Yes

Yes Partial No

Built on Clio Manage as the system of record

Contacts, matters and time sync both ways, and Clio's copy wins on the shared fields — bills and the client account are read from Clio, which stays authoritative for both.

Clio alone: Yes
Generic legal CRM: No
Ezra: Yes

Writes the work back into the Clio file

Attendance notes, billable time, diary and key dates, tasks, documents and correspondence written into Clio — surface by surface, including all-off if the firm wants Ezra to read and never write.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

AI notetaker files the attendance note and time

From the meeting: a UK attendance note, rounded time, key dates, reminders and a draft client email. Nothing is billed until a fee earner files it to Clio. Used on live files, ad hoc and in the room — not only first consults.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

Conversions fired back to the ad platforms, priced by outcome

Every enquiry tied back to its ad, call or organic source, forward to the matter and fee it became, and reported to Google, Meta and LinkedIn server to server so the bidder learns what a paying matter is worth.

Clio alone: Partial
Generic legal CRM: Partial
Ezra: Yes

Compliance checks as blocking gates on conversion

A lead cannot convert until identity, sanctions, conflicts and the engagement letter all clear — and every exception is a recorded, authorised override rather than a skipped step.

Clio alone: Partial
Generic legal CRM: No
Ezra: Yes

Lexcel and MLR records kept on the matter

Case plans (Lexcel 7.1), matter risk assessments (MLR 2017 reg 28) and supervisors' file reviews (Lexcel 5.11), signed, versioned and on a central register.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

Subject access requests handled end to end

Gather, decide each third party once, redact or withhold under a named statutory exemption, produce the pack and deliver it — on the statutory clock, with a preservation hold.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

Consultations recorded → attendance note + time entry

A bot records and transcribes the call; AI drafts the file note and the billable entry, flags what deserves a second look, and quotes the transcript for each flag.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

Every £ drillable, corrections-aware

Click a figure to the rows behind it. Write-offs, credit notes and fee re-attributions are applied by the shared metrics layer the finance reports read through, and the raw Clio number stays on the badge.

Clio alone: Partial
Generic legal CRM: No
Ezra: Yes

Money-at-risk and client-account reconciliation

Funding coverage, exposure and runway per matter; the Clio client-account ledger synced every ten minutes and reconciled against the sum of matter balances.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

Revenue-leakage audit across the firm

Detects meeting, recording, communication and idle-matter leakage, estimates the £ at stake, and grades the time narratives a costs assessor would reduce.

Clio alone: No
Generic legal CRM: No
Ezra: Yes

One firm sender, and drafts a person must send

One verified sending identity across every client-facing email; agent-composed replies queue for approval; do-not-contact is refused at the send.

Clio alone: No
Generic legal CRM: Partial
Ezra: Yes

“Clio alone” is Clio Manage without Ezra. Ezra currently supports Clio Manage only. Yes = built in. Partial = possible with extra tools or manual work. — = not available.

The short version

Ezra doesn’t ask a firm to leave Clio — it makes Clio do more. Contacts, matters, time and billing sync both ways, so the system of record stays authoritative while the front office finally has a brain.

The difference shows up where it matters: a call answered at 9pm, a conflict caught before conversion, a write-off that still reconciles, a matter flagged before it runs past its funding.

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