Agentic Index
Clio vs Harvey (2026)
Both vendors last verified
The price gap leads. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.
Clio starts at $49 per user a month, and Harvey sells on enterprise contracts with no public rate card. They serve different firms doing different work. Clio is legal practice management with agentic workflows on top, built for the small and midsize firms that make up most of the profession. Harvey is an enterprise legal AI platform with a hundred thousand document Vault, workflows and an agent builder, used across most of the AmLaw 100. Almost nobody is genuinely deciding between these two, and the price gap tells you which buyer each one serves.
This comparison is published by Agentic Index, an independent agentic AI vendor research platform. Clio and Harvey are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 1,084 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded
Choose Clio if
- You are a small or midsize firm and running the practice is the problem you actually have.
- A public per user price fits how your firm budgets.
- You need billing, deadlines and client updates handled, not large scale document analysis.
Choose Harvey if
- Document volume is the work, and a Vault that reviews 100,000 files at once is a capability rather than a spec sheet line.
- You are building repeatable workflows and want an agent builder inside the legal platform.
- Peer adoption across the AmLaw 100 lowers the risk of the decision inside a large firm.
| Feature | C Clio |
H Harvey |
|---|---|---|
| Action & orchestration | ||
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Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools. |
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ClioIntegrations & Tool Calling The Clio App Directory lists more than 300 apps, alongside native Gmail and Outlook, QuickBooks, Xero and TrustBooks accounting, court e filing and online payments, and a public API lets partners and firms build their own connections. SourceClio, clio.com/app-directory and clio.com/pricingread 2026-09-06 |
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HarveyIntegrations & Tool Calling Connectors give agents secure access to Microsoft, DMS systems and the other tools the team uses, so they can find information and complete work across systems, and Harvey's own iManage integration imports from and exports work product back to the iManage workspace in one click. The Connector Library adds native Google Drive and Gmail integrations and MCP connections to iManage, NetDocuments, PitchBook, Intralinks, Datasite and Box, in Early Access at announcement. SourceHarvey, harvey.ai/platform/agents, harvey.ai/blog/harveys-imanage-integration and harvey.ai/blog/connector-libraryread 2026-09-06 |
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Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps. |
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ClioWorkflow Orchestration Clio Work runs multi step legal work from a matter. It reads the whole file, builds a timeline, surfaces authority through a citator, pressure tests arguments and drafts motions grounded in the result, and Clio Manage adds automated workflows on Signature and above that draft bills on schedule, turn documents into tasks and events and draft client updates from matter activity. SourceClio, clio.com/work and clio.com/pricingread 2026-09-06 |
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HarveyWorkflow Orchestration Harvey coordinates a team of agents that split large tasks, work in parallel and return review ready outputs, plans each task before running it, and executes legal work end to end from description to deliverable; Agent Builder and Workflow Builder let customers define their own multi step agents. SourceHarvey, harvey.ai/platform/agentsread 2026-09-06 |
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Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools. |
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ClioTriggers & Channel Coverage Work reaches Clio's AI on schedules, events and inbound channels. AI drafts bills on a set billing schedule, documents are turned into calendar events and tasks as they arrive, performance reports are scheduled to the inbox, and Grow AI runs phone, web chat and email agents that engage and screen every inbound lead. SourceClio, clio.com/pricingread 2026-09-06 |
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HarveyTriggers & Channel Coverage Scheduled Agents run reports, updates and reviews automatically on a schedule the customer chooses. Users reach agents from the web app, the Word add in and Outlook, from Harvey Mobile, and from outside assistants through the Harvey MCP server. Harvey does not describe webhook or event subscriptions. SourceHarvey, harvey.ai/platform/agents and developers.harvey.airead 2026-09-06 |
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| Knowledge & context | ||
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Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers. |
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ClioKnowledge Grounding & RAG The AI is grounded in the firm's own matters, contacts, documents and billing records held in Clio, and Clio Work extends that with a maintained legal library matched to the jurisdiction, returning cited results with a built in citator that confirms every authority is current. Both the matter corpus and the legal library persist and can be queried. SourceClio, clio.com/workread 2026-09-06 |
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HarveyKnowledge Grounding & RAG Vault stores, organizes and analyzes the customer's legal documents in bulk as persistent projects that are queried with source citations, and Knowledge grounds research in licensed sources such as UK tax law; Vault projects and knowledge sources are also addressable resources in the API. Saved preferences live separately, in Memory. SourceHarvey, harvey.ai/platform/agents and developers.harvey.ai/guides/harvey_mcpread 2026-09-06 |
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Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer. |
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ClioMemory & State Persistence Clio Work is a conversational workspace over a matter, which carries session state, and the AI processes data in real time and does not store or reuse it. No memory layer with a stated scope and lifetime is described. The matter record is the application's data model. SourceClio, clio.com/work and clio.com/securityread 2026-09-06 |
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HarveyMemory & State Persistence Harvey Memory saves preferences in the flow of work, personal to the user, and keeps them across sessions and surfaces, from the web app and Outlook to the Word add in and playbook runs. They are reviewed, edited or deleted from one place and granted by role through admin controls. Agent Builder configuration is a separate asset. SourceHarvey, harvey.ai/platform/memoryread 2026-09-06 |
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| Control & trust | ||
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Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls. |
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ClioHuman Oversight & Guardrails The user reviews and approves everything before it reaches a client or the court, with the AI handling the first pass. The Core plan turns documents into calendar events and tasks confirmed against the source. SourceClio, clio.com/pricingread 2026-09-06 |
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HarveyHuman Oversight & Guardrails Before a run, the user previews the plan, adjusts the scope and approves work before Harvey begins, and Nudges bring the user in mid run when judgment is needed before work continues. Output review then happens in the user's Word document. SourceHarvey, harvey.ai/platform/agentsread 2026-09-06 |
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Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy. |
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ClioSecurity, Identity & Governance Clio undergoes annual SOC 2 Type II and SOC 1 Type II examinations, with reports at trust.clio.com, and annual third party penetration tests. The access surface includes SAML single sign on through Clio Identity, MFA, role based permissions with unlimited custom roles on the Signature plan, password and login policies, and per user session and activity logs. AI is bound to the firm's existing user permissions. SourceClio, clio.com/security and clio.com/pricingread 2026-09-06 |
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HarveySecurity, Identity & Governance Certifications include SOC 2 Type II and ISO 27001, along with ISO 27701 and ISO 42001, with a public trust center at trust.harvey.ai. Customers get SAML SSO and IP allow listing, retention policies they set with deletion at any time, and enforcement of the firm's own ethical walls kept in sync. Workspace admins also manage per user permissions and feature gates. SourceHarvey, harvey.ai/security and developers.harvey.airead 2026-09-06 |
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Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior. |
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ClioObservability & Auditability A firm can see a log of every action taken by AI within the firm, alongside session logs recording the IP address and actions of every user, with active sessions reviewable and terminable. That per action AI log lets a firm reconstruct what the AI did. SourceClio, clio.com/securityread 2026-09-06 |
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HarveyObservability & Auditability Every claim in agent output is backed by a citation and every step is logged for verification before partner or client review. Audit logs are among the standard controls customers can use, and the EU API has an audit log endpoint for developers. SourceHarvey, harvey.ai/platform/agents and harvey.ai/securityread 2026-09-06 |
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Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting. |
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ClioDeployment & Data Residency Firms choose where their data is hosted, in Canada, the United States, Europe or Australia, on AWS. Clio states that all data used by its AI is processed in the customer's region (US, Canada, EMEA or APAC). SourceClio, clio.com/securityread 2026-09-06 |
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HarveyDeployment & Data Residency The customer keeps everything in region, choosing the EU or Switzerland, the US, or Australia, with separate US, EU and AU application hosts and an EU hosted API endpoint for developers. Harvey is hosted only and does not describe a VPC or on premises option. SourceHarvey, harvey.ai/securityread 2026-09-06 |
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| Solution readiness | ||
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Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value. |
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ClioPrebuilt Agents, Templates & Packs Packaged assets come several ways, including Grow AI's named prebuilt phone, web chat and email agents, which each work alone, document templates and matter templates on Core and above, a court forms library and court calendaring rule sets, and a 300 plus app directory. The agents inside Clio Manage and Clio Work run as functions of those products. SourceClio, clio.com/pricingread 2026-09-06 |
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HarveyPrebuilt Agents, Templates & Packs Harvey ships prebuilt use case agents a customer deploys as they are. Examples include regulatory briefing, deposition preparation, deal point analysis, precedent drafting and case strategy agents, and Harvey has announced more than 500 live agents across every major practice area, plus agents developed with A&O Shearman. Agent Builder is the customer's own tooling for building more. SourceHarvey, harvey.ai/platform/agents and the vendor's May 2026 agents announcementread 2026-09-06 |
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| Platform extensibility | ||
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Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys. |
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ClioModel Flexibility & Routing The model provider behind Clio's AI is not named. Clio Work processes client files under zero data retention agreements, which implies external providers without identifying them, and there is no customer or admin model selection. SourceClio, clio.com/work and clio.com/securityread 2026-09-06 |
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HarveyModel Flexibility & Routing Workspace admins can roll out Anthropic Claude and Google Gemini alongside OpenAI models through self serve permissions, and an opt in Model Selector lets users switch models in Assistant, Vault and Workflow Builder, with Harvey routing automatically by default. SourceHarvey, help.harvey.ai release notes (30 June 2025) and harvey.ai/blog/why-harvey-is-multi-model-by-design; eu.help.harvey.ai/release-notes/multi-model-support-now-availableread 2026-09-06 |
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APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems. |
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ClioAPIs, SDKs & MCP Extensibility API reference documentation is published for Clio Manage and Clio Grow, listing endpoints, data and actions, alongside two developer portals with free developer accounts, a private app route for a single firm's own integrations, and guides including single sign on with Clio Identity. The API covers the core platform; no API specific to the AI layer is described. SourceClio, docs.developers.clio.comread 2026-09-06 |
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HarveyAPIs, SDKs & MCP Extensibility The Harvey API at developers.harvey.ai offers an Open Ended completion endpoint on Harvey's own models with bearer token authentication and an EU hosted API host, sold as an extra through the account manager. Alongside it, a remote Harvey MCP server over Streamable HTTP with OAuth exposes ask, Vault query and knowledge source tools to Claude, Gemini and Microsoft 365 Copilot, scoped to each user's permissions and switched on per user by the admin. SourceHarvey, developers.harvey.ai/guides/harvey_mcp and developers.harvey.ai/reference/completionread 2026-09-06 |
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Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment. |
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ClioTesting, Debugging & Optimization Pressure testing of arguments and gap identification in Clio Work evaluate the customer's legal position, not the agent, and there is no evaluation harness, test cases, quality gate or optimization loop for the AI. SourceClio, clio.com/work and docs.developers.clio.comread 2026-09-06 |
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HarveyTesting, Debugging & Optimization Command Center gives administrators analytics, benchmarking and agentic insights on the organization's use of Harvey, and Harvey publishes its own BigLaw Bench model evaluations as part of its release practice. Harvey does not describe a test harness, test cases or release gate customers can use for agents built in Agent Builder or Workflow Builder. SourceHarvey, harvey.ai/platform/agents and harvey.ai/platform/command-centerread 2026-09-06 |
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| Specialist automation | ||
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Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone. |
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ClioBrowser & Computer Use There is no browser, desktop or computer control. Clio for Word is an add in running inside Microsoft Word, and the mobile apps are the product's own surfaces, neither of which is an agent operating an interface. SourceClio, clio.com/workread 2026-09-06 |
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HarveyBrowser & Computer Use Agents reach systems through connectors, MCP and the API, and Harvey runs as a web app, a Word add in, an Outlook integration and a mobile app, all its own surfaces. Harvey does not describe browser, desktop or computer control. SourceHarvey, harvey.ai/platform/agentsread 2026-09-06 |
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Pricing snapshot
Sourced from the Index pricing dataset · open each vendor's profile for full detail.
| Pricing | C Clio |
H Harvey |
|---|---|---|
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Entry price Lowest public entry point |
From $49 per user a month on Starter. AI is included on Core and above. | Contact for pricing |
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Pricing confidence How public the numbers are |
Public, partial | Contact only |
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Billing Primary billing axis |
Per user seats on the plan chosen. | — |
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Variable cost Workload / overage exposure |
Low variable cost | Low variable cost |
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Free tier / trial Try before you buy |
No free tierTrial
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No free tier
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Buying motion Self-serve vs sales call |
Mixed | Sales call |
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Pricing verified When this pricing was last checked |
Product updates
Newest first, each linked to its source.
Clio
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· Browser/computer use
Clio Work can now fill in the submission form on a court's own electronic filing portal, using documents and matter details already stored in Clio.
Source -
· Agent capability
Clio launched Visualizations in Clio Work, where a legal professional describes a tool or view, such as a case chronology, a settlement calculator or a firm performance dashboard, and Clio Work picks the relevant data, writes and runs the code and builds it inside the platform.
Source -
· Agent capability
Clio added Canadian case law and legislation to Vincent for research, drafting, analysis and citation verification.
Source
Harvey
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· MCP / tool calling / API
BYO (Custom MCP) lets an organization register its own MCP servers and connect any MCP compatible tool to Harvey.
Source -
· Workflow orchestration
Legal Work Orchestration organizes a matter in Harvey into phases and tasks, each carrying its scope, inputs and reviewer, so agents can execute defined tasks and lawyers review the output at designated gates.
Source -
· MCP / tool calling / API
A new Connector Library in Harvey is a catalog of admin enabled connectors that are either native integrations or vendor run MCP servers its agents call as tools.
Source
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