Clio Release Notes

• Clio closes its US$1 billion acquisition of vLex, the largest M&A transaction ever in legal technology
• With US$500 million in primary capital and a US$350 million debt facility, Clio is positioned to accelerate AI innovation and strategic M&A
• The company is positioned to bring legal AI technology to firms of every size and extend its global reach with the most comprehensive platform in the industry

Clio, the global leader in legal AI technology, today announced it has completed its US$1 billion acquisition of vLex, one of the most significant transactions in legal technology history. The completion of the deal coincides with the closing of Clio’s US$500 million Series G funding round, led by New Enterprise Associates (NEA), valuing the company at US$5 billion. The round also includes other current investors: TCV, Goldman Sachs Asset Management, Sixth Street Growth, and JMI Equity.
These milestones accelerate Clio’s evolution as an AI-first company and reinforce its leadership in a new category of legal technology that connects the business and practice of law. The combination of vLex’s global legal intelligence with Clio’s trusted platform creates a fully connected environment where AI powers every dimension of legal work.
“This is a defining moment for Clio and for the legal industry,” said Jack Newton, CEO and Founder of Clio. “We founded Clio to transform the legal experience for all, and this milestone brings that mission to a new horizon. With vLex now part of Clio, and 350+ experts in law, data, and technology joining our team, we are combining the best minds and the best tools to build the world’s most powerful legal intelligence platform, a platform that will define how legal work is done for generations to come.”

Delivering the Intelligent Legal Work Platform

The close of the vLex acquisition unites Clio’s legal operating system with vLex’s Vincent AI, powered by one of the world’s most comprehensive global legal databases. Together, they form the Intelligent Legal Work Platform, connecting the business and practice of law through AI that understands both the mechanics and substance of legal work.
Recently revealed at ClioCon 2025, this platform represents a shift from a traditional system of record to a system of action that leverages dynamic intelligence. By combining practice management, research, drafting, and firm operations into connected AI-powered workflows, Clio empowers legal professionals to move from insight to action with greater speed and precision. Through the integration of AI across the full lifecycle of legal work, Clio transforms static information into intelligent systems that continuously learn, adapt, and deliver increasing value over time.
Vincent AI provides the strongest foundation for legal reasoning, drawing from vLex’s library of more than one billion editorially enriched documents across 110 jurisdictions. Combined with Clio’s AI capabilities across Clio Work, Clio Manage, Clio Grow, and Clio Draft, the platform delivers unparalleled accuracy, efficiency, and confidence in every task.

Expanding Clio’s Global Footprint and Enterprise Reach

The integration of vLex also accelerates Clio’s expansion into the enterprise market, extending its reach from small and midsize firms to the world’s largest legal organizations. This follows Clio’s March 2025 acquisition of ShareDo, which has evolved into Clio Operate, an adaptive work management platform for large firms and corporate legal departments.
Clio Operate delivers configurability, compliance, and collaboration at scale. It unifies workflows, analytics, and matter management across global teams, providing the structure large firms require with the flexibility individual lawyers need. Already used by leading firms in the United Kingdom, Clio Operate is now available in the United States and other international markets.
Together, vLex and Clio Operate anchor a new era of enterprise innovation through Clio for Enterprise, a division dedicated to serving the complex needs of global legal teams. The combination of Clio’s operational technology with vLex’s legal intelligence connects performance, data, and decision-making through AI that is accurate, court-admissible, and built on trusted legal data.

Investor Confidence and Long-Term Vision

The Series G funding round was led by NEA, with participation from current investors TCV, Goldman Sachs Asset Management, Sixth Street Growth, and JMI Equity. The round reflects deep confidence in Clio’s financial performance and its vision to lead the next era of legal technology.
“Clio continues to demonstrate the clarity, execution, and ambition that define enduring market leaders,” said Tony Florence, Co-CEO at NEA. “The company has built one of the most trusted platforms in legal technology, and its integration of AI is reshaping how work is done across the profession. We are proud to partner with Jack and his team through this exciting stage of growth and believe Clio’s vision and financial strength position it to lead this industry for decades to come.”
Clio’s financing also includes a strategic US$350 million debt facility led by Blackstone (NYSE: BX) and funds managed by Blue Owl Capital (NYSE: OWL), two global leaders in private credit and technology lending. Blackstone’s credit platform has a long history of supporting leading SaaS and innovation-driven businesses, and Blue Owl Capital is one of the largest providers of financing to high-growth software and technology companies.
“The addition of financing partners like Blackstone and Blue Owl Capital reflects the strength and resilience of our business,” said Curt Sigfstead, Clio’s Chief Financial Officer. “This financing supports transformational moves like the acquisition of vLex and gives us the flexibility to act quickly on future opportunities that advance our mission and shape the future of legal technology.”
The transaction also includes a significant equity component, with Oakley Capital, a leading European private equity firm and majority shareholder in vLex, choosing to take Clio stock as part of the transaction.
“Oakley’s decision to become a shareholder in Clio is an incredible vote of confidence,” said Newton. “They share our belief in the transformative potential of AI in the legal industry and the scale of opportunity ahead. Their alignment with our vision reinforces the strategic importance of this combination and the global impact we can create together.”
Backed by a strong financial foundation and a clear vision, Clio is positioned to lead the next generation of legal innovation and deliver lasting impact for legal professionals and their clients worldwide.
Goldman Sachs acted as Clio’s exclusive financial advisor. Law firms Osler, Hoskin & Harcourt LLP, Wilson Sonsini Goodrich & Rosati, Gowling WLG, and Pérez-Llorca served as legal counsel to Clio.
J.P. Morgan acted as vLex’s exclusive financial advisor. A&O Shearman served as vLex’s legal counsel.
Discover how Clio is shaping the future of legal work at clio.com.

About Clio

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s Intelligent Legal Work Platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security.
Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI.
Learn more at www.clio.com.

Original source Report a problem

AI Summary

The 2025 Clio Integration Award winners demonstrate that the most impactful legal tech amplifies attorney capabilities by seamlessly eliminating friction from daily practice, delivering crucial benefits:

• VERA eliminates manual deadline tracking by using AI to auto-sync critical dates, significantly reducing the risk of costly errors.
• CollBox stabilizes firm cash flow by recovering an average of $66,000 monthly in outstanding receivables through professional, automated collections.
• Clearbrief grants litigation teams a competitive advantage by using AI to instantly find, verify, and format supporting evidence in Word, saving roughly seven hours a week.

Like this summary? Manage AI can create summaries like this for your cases and documents.

The best partnerships work effortlessly. Your coffee maker and Monday morning. A brilliant legal strategy and the evidence that proves it. Software that connects your entire practice so seamlessly, you hardly notice it’s there.

That last one matters more than most firms realize. It’s why we’ve built the legal industry’s largest app ecosystem, connecting tools that go beyond practice management to support every aspect of running a successful practice. The Clio Integration Awards 2025 have recently been announced, celebrating the most innovative apps in our directory. Out of 250+ software integrations, three rose to the top: VERA, CollBox, and Clearbrief, because they solve the specific challenges that keep firms from working at their best.

Read on to see what makes these award-winning integrations exceptional, and how a more connected tech stack can help your firm work smarter, faster, and more efficiently.

Ready to see what a truly connected practice looks like? Explore Clio’s legal software integrations to discover how award-winning tools help law firms save time, get paid faster, and deliver their best work every day.

2025 Winners at a Glance

Category Winner Why It Stood Out

• Best New App VERA AI-powered timeline builder that extracts critical dates from any legal document and auto-syncs them to your Clio calendar—eliminating manual deadline tracking.
• Best Business of Law App CollBox Dedicated A/R specialists plus automated outreach that recovers an average of $66,000 monthly in outstanding receivables—without damaging client relationships.
• Best Practice of Law App Clearbrief AI citation assistant that finds, verifies, and formats evidence from your Clio discovery files directly in Word—saving litigation teams 7+ hours weekly.

VERA: Best New App

Managing deadlines and key dates across multiple cases is one of the most critical—and stressful— aspects of legal practice. Miss a filing deadline or statute of limitations, and the consequences can be severe.

VERA transforms how firms manage case chronologies by using AI to automatically extract key dates and events from legal documents. It identifies critical information buried in pleadings, discovery, and correspondence, then syncs those dates directly with your Clio Manage calendar.

What makes VERA particularly powerful is its ability to create comprehensive visual timelines, giving attorneys instant understanding of their matters. Instead of manually piecing together chronologies from scattered documents, VERA builds narrative timelines that help lawyers quickly prepare for depositions, hearings, and trials.

Firms using VERA see significant reductions in missed deadlines—the kinds of errors that can derail cases and invite malpractice claims. As our Best New App winner, VERA exemplifies innovation at its best. It successfully turns a painful task into an almost effortless process through intelligent automation.

Learn more about VERA in the Clio App Directory.

CollBox: Best Business of Law App

Collections are one of the trickier parts of running a law firm. Outstanding invoices can threaten a firm’s financial stability, but aggressive follow-ups risk damaging the client relationships you’ve worked hard to build. Despite knowing they should follow up more consistently, most firms just don’t have the time or, frankly, the stomach for those uncomfortable conversations.

That’s where the CollBox integration comes in. By integrating with Clio Manage and accounting tools like QuickBooks Online, CollBox creates an automated collections system that works in the background. The platform connects firms with a dedicated A/R specialist who acts as an extension of their team, handling strategic outreach to clients with outstanding invoices. Using proven approaches, they help firms recover payments without compromising relationships.

On average, firms using CollBox recover $66,000 per month in outstanding receivables—money they’ve already earned but struggled to collect. This improved cash flow creates immediate opportunities, allowing firms to hire additional staff, upgrade legal technology, or take on more complex cases without waiting quarters for revenue to stabilize.

This is exactly why CollBox earned our Best Business of Law App award. It solves a problem every firm faces but few address effectively, turning collections into a systematic, professional operation that delivers real results.

Explore CollBox in the Clio App Directory.

Clearbrief: Best Practice of Law App

If you’ve ever written a brief, you know the citation drill: find the right exhibit, confirm the page number, format the citation correctly. Repeat dozens of times. It’s tedious work that consumes hours of billable time each week.

Clearbrief revolutionizes this process by working directly in Microsoft Word while syncing discovery files through Clio Manage. Powered by AI, it instantly suggests relevant pages from depositions and documents to support your arguments. With its “Add Cite” button, lawyers can insert properly formatted citations in seconds, without leaving their document.

Litigation teams using Clearbrief report saving roughly seven hours a week—the kind of time that used to be lost to tedious citation formatting and verification. It’s no surprise Clearbrief earned the title of Best Practice of Law App. For litigation teams, it marks a real shift in how work gets done: cross-referencing documents and citations now happens seamlessly, freeing more time for strategy and client advocacy.

Discover Clearbrief in the Clio App Directory.

Key trends from the 2025 winners

The 2025 Clio Integration Award winners reveal important shifts happening in legal technology and where the industry is heading. They demonstrate that the most impactful legal tech doesn’t try to replace lawyers but amplifies what they do best. Here are the key takeaways from this year’s winners.

1. AI that fits into existing workflows wins
   The VERA app succeeds because it doesn’t ask lawyers to learn anything new. It works inside the tools legal professionals already use daily—Clio Manage and their existing document workflows. It reads documents, finds important dates, and adds them to calendars automatically.

This matters because most legal tech fails when lawyers won’t adopt it. Few have enough time to practice law, let alone learn complex new systems. VERA and similar tools succeed by improving existing workflows instead of replacing them, by handling routine tasks like deadline tracking and document organization while lawyers keep working the way they always have.

1. Better business operations mean better legal work
   The CollBox app addresses a universal problem: most law firms struggle to collect what they’re owed. Partners waste hours chasing invoices, and cash flow problems create constant stress. This has a profound impact on legal work—when lawyers worry about making payroll, they can’t focus fully on their cases.

The “Best Business of Law” category recognizes that you can’t practice law well if you can’t run your firm well, the two are inseparable. CollBox automates collections, sends payment reminders, and tracks cash flow so lawyers don’t have to.

When firms fix their business operations, everything else improves. Lawyers take on better cases because they’re not desperate for retainers, they begin to invest in training because they have stable revenue, and they focus on strategy instead of survival. Good business infrastructure isn’t glamorous, but it’s what allows firms to do their best legal work.

1. Smart document tools create competitive advantages
   The Clearbrief app shows how modern firms can turn documents into strategic advantages. The tool reads entire case files, understands arguments, and instantly finds supporting evidence. While other lawyers manually search through thousands of pages, Clearbrief users find what they need in seconds.

This speed creates compounding advantages. Lawyers using intelligent document tools can test more legal theories, catch details others miss, and respond to motions faster and more thoroughly. In litigation, where one overlooked document can determine the outcome, these advantages directly translate to better results for clients.

What’s the common thread across all three winners? They handle tedious work so effectively that lawyers almost forget the technology is there.

• VERA manages deadlines automatically.
• CollBox stabilizes cash flow quietly.
• Clearbrief finds evidence instantly.

This is what successful legal tech looks like: AI and automation working alongside lawyers to remove the repetitive tasks that slow them down. The best technology eliminates friction from daily practice, empowering legal professionals to focus on meaningful, high-impact work.

Get the Latest Legal Trends Report

The latest Legal Trends Report is here! See how firms achieve 4x faster growth, meet AI-first clients, and reduce stress by 25%, plus more insights driving the future of law.

Get the report

Why software integrations matter for law firms

Every law firm has felt the frustration of disconnected systems, and the hidden headaches that come with them. For example: client intake tools that don’t talk to billing, document management systems that require manual uploads to practice management, and accounting software that needs the same data entered over and over. When your tools don’t connect, important information gets lost, outdated, or inconsistent.

The real cost reveals itself over time. When paralegals enter client information in three different places, mistakes multiply. When billing doesn’t sync with accounting, you’re always working from inaccurate numbers. When document automation can’t pull client details from your practice management system, you’re stuck copying and pasting—or worse, introducing errors into legal documents.

That’s why we built our ecosystem of 250+ integrations. Instead of forcing firms to choose between best-in-class tools or a unified system, we connect everything—intake, billing, document automation, communication, and more—into one seamless workflow. Information flows automatically between tools, eliminating duplicate entry and ensuring everyone works from the same current data. Our goal is to make your technology work as hard as you do.

How connected technology drives firm success

Our integration ecosystem delivers on four critical value drivers that today’s law firms need:

• Increase revenue without increasing hours. When tools work together, administrative tasks that took hours shrink to minutes. Integrated workflows enable lawyers to handle more matters without proportionally increasing their workload.
• Deliver a modern client experience. Clients expect seamless communication and quick responses. Integrated tools ensure nothing falls through the cracks, from instant intake responses to automated payment reminders, creating the exceptional service clients value.
• Scale operations efficiently. Growing firms can’t afford to add administrative staff at the same rate they add attorneys. Integrations allow firms to scale their practice without proportionally scaling their overhead, maintaining profitability as they grow.
• Work securely and confidently. When data flows automatically between secure, integrated systems, there’s less risk of human error or data breaches. Integrated systems using secure APIs maintain data integrity while reducing manual handling vulnerabilities.

What makes an award-winning Clio integration

When evaluating integrations for our annual Clio Integration Awards, we look at multiple factors that demonstrate real value for law firms through a thorough and fair evaluation process. Our review panel includes diverse internal and external professionals from across the legal and legaltech industry.

Understanding these criteria helps explain why apps like Vera, CollBox, and Clearbrief stood out, and what makes an integration truly exceptional.

• Clear value proposition matters. At the heart of every winner is a tool that solves a real problem, take this year’s winners for example: The VERA app streamlines deadline management, the CollBox app boosts collections, and the Clearbrief app transforms litigation citation workflows. Winners deliver measurable improvements that legal professionals can count on, like Clearbrief’s seven hours saved per week or CollBox’s $66,000 recovered monthly.
• Security standards aren’t negotiable. Given the sensitive nature of legal data, security is paramount. Award-winning Clio integrations demonstrate robust security practices and compliance with industry standards. Firms must trust these tools with their most sensitive client information, and winners prove they’ve earned that trust.
• Innovation brings fresh thinking to persistent problems. Whether through new technology, creative problem-solving, or unique approaches to common challenges, winners bring solutions that move the industry forward. Innovation doesn’t always mean cutting-edge tech. Sometimes, it’s finding a simpler way to solve a problem that’s plagued firms for years. The best innovations feel obvious in retrospect, which is exactly what makes them brilliant.
• User satisfaction provides the ultimate validation. Positive feedback, high ratings, and strong testimonials from actual users reflect real-world success and reliability. This is where theory meets practice—firms voting with their reviews and renewals. You can’t fake sustained user satisfaction.

Interested in building on Clio’s API? Learn how to join the Clio Developer Program and start creating solutions that could become next year’s award winner, while transforming the way thousands of law firms practice law.

Build your connected tech stack today

The Clio Integration Awards 2025 winners showcase what’s possible when legal technology truly works together. VERA, CollBox, and Clearbrief each solve real problems that legal professionals face daily, from managing critical deadlines to accelerating collections to perfecting legal briefs.

Ready to explore how these award-winning apps can transform your practice? Visit the Clio App Directory to try them today, and discover hundreds of additional integrations designed to help your firm work smarter. With our integration partners, you can build a connected tech stack designed for growth, innovation, and client success.

Original source Report a problem

Press Release

With Pay Later and Clio Capital now available in Clio Payments, law firms can offer clients more flexibility and unlock faster access to funds

• New capabilities like Pay Later with Affirm, and Clio Capital, a capital advance program, help remove financial friction for law firms and their clients
• Integrated financial services give firms faster access to revenue, predictable cash flow, and new opportunities for scale

BOSTON, MA – October 16, 2025 – Clio, the world’s leading legal AI technology platform, today announced two major advances in its financial services offerings: Pay Later with Affirm (NASDAQ: AFRM), the payment network that empowers consumers and helps merchants drive growth, and Clio Capital, a capital advance program. Together, these solutions mark a new chapter in Clio’s long-standing commitment to transforming the financial experience of running a law firm.

For decades, law firms and their clients have struggled under a misaligned financial model. Firms often require large upfront retainers to begin work, while clients may not have immediate access to funds, even when future financial outcomes are expected. These financial frictions can affect both firms and clients, limiting access to legal services and constraining firm growth.

Clio is addressing these challenges directly with Pay Later and Clio Capital. Pay Later with Affirm gives approved clients the option to pay over time for legal fees in monthly or biweekly installments. Affirm never charges late fees, hidden fees, or compounding interest, so clients always know what they’ll pay. For law firms, this improves cash flow and allows them to serve a wider range of clients. Clio Capital complements this by providing firms with fast and reliable access to funds, helping them manage cash flow or invest in growth opportunities with confidence. Together, these services give firms financial flexibility while offering clients a smarter, more flexible way to pay for legal services.

By embedding these services directly into Clio Payments and Clio Manage, Clio ensures that every transaction is seamlessly reconciled, fully compliant with trust accounting rules, and part of a single, centralized workflow. Law firms benefit from predictable revenue and reduced financial stress, while clients gain access to flexible payment options that align with their needs.

“Financial stress has been one of the most persistent challenges facing law firms and their clients,” said AJ Axelrod, Vice President, Payments and Financial Services at Clio. “With Pay Later and Clio Capital, we are changing that dynamic. Firms will have more resources and tools at their disposal to better navigate the financial challenges of running a law firm,, while clients gain the flexibility they need to better access legal services with confidence. These innovations reduce administrative burdens, strengthen client relationships, and allow firms to operate with greater stability and scale. By embedding these solutions directly into Clio’s platform, we are not only modernizing how firms manage money, we are making legal services more accessible and sustainable for the people who need them.”

Pay Later with Affirm and Clio Capital is available to Clio Manage customers in the United States, with additional regions to follow. To learn more, visit clio.com.

About Clio

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s AI platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security.

Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI.

Learn more at www.clio.com.

Payment options through Affirm are subject to an eligibility check and are provided by these lending partners: affirm.com/lenders. Options depend on your purchase amount, and a down payment may be required. For licenses and disclosures, see affirm.com/licenses.

Original source Report a problem

Through its new Enterprise division, Clio combines trusted legal AI and adaptive technology to transform how leading law firms operate and grow at scale

Clio, the global leader in legal AI technology, today announced the launch of Clio for Enterprise, a new division and suite of solutions built to meet the needs of the world’s largest law firms and corporate legal departments. This is Clio’s first comprehensive set of enterprise offerings for the global legal market, which includes Clio Operate, Vincent by Clio, Clio Library, and Clio Docket.
For nearly two decades, Clio has set the bar for innovation in legal technology. With more than 200,000 legal professionals worldwide, Clio’s platform has become synonymous with simplicity, security, and scalability. The launch of its enterprise suite builds on that legacy, extending Clio’s leadership in product excellence to firms operating at the highest levels of scale and complexity.
“Clio for Enterprise is the culmination of years of investment and a clear vision for the future of legal technology,” said Jack Newton, CEO and Founder of Clio. “Our mission to transform the legal experience for all now extends to the world’s largest legal teams and global firms. With this new division, we’re delivering adaptable, best-in-class technology designed to help firms create client value, unlock new revenue streams, drive transformation and sharpen their competitive edge.”

Connecting the Business and Practice of Law

Clio’s enterprise suite brings together the business operations and legal work of large firms, connecting performance, data, and decision-making through trusted legal AI. Together, these technologies create a foundation where insight and innovation reinforce each other to transform how leading legal teams work.
Within the suite, Vincent by Clio delivers advanced legal AI capabilities, complemented by Clio Library and Clio Docket, which expand access to knowledge and streamline litigation management.
Clio Operate is an adaptive work management platform designed for the complex needs of large firms. Its configurability delivers firm-wide standards and governance while adapting to the way each lawyer works. Evolved from the ShareDo platform, acquired by Clio in March 2025, Operate connects workflows, analytics, and collaboration across global teams. It gives large law firms the flexibility to manage client demands while maintaining the structure and oversight that enterprise operations require. Already a trusted solution for leading firms in the UK, the platform will launch first in the United States, with additional markets to follow.
Vincent by Clio brings trusted enterprise-grade legal AI to the world’s largest firms, including Am Law 200 leaders and Fortune 500 counsel. Built on authoritative legal sources, it delivers accurate, explainable results that redefine how firms research, reason, and deliver legal work.
Already used by eight of the ten largest global law firms, Vincent outperforms general-purpose models with 3.7 times greater accuracy and a 38 percent productivity lift across key workflows. Its curated legal data, advanced reasoning, and court-admissible citations provide the confidence firms need to stand behind every outcome. Developed in collaboration with leading legal teams, Vincent fits seamlessly into litigation, transactional, and compliance practices.
To meet the scale and workflow demands of large law firms and corporate legal departments, Clio is introducing new Vincent capabilities purpose-built for enterprise environments:

• Vincent Studio: A self-serve environment where customers can create and customize their own AI tools, tailored to firm-specific processes with no engineering required.
• Drafting: Streamlines the creation of complex contracts, using firm precedents or new templates to support high-volume transactional work.
• Integrations: Connects seamlessly with the technologies large firms rely on, including iManage, NetDocuments, and SharePoint, ensuring Vincent is fully embedded within enterprise workflows.
  Clio Library serves as the data foundation for Clio’s expanding portfolio of legal research and knowledge solutions. Drawing from vLex’s trusted legal data collection, which includes more than 1B+ editorially enriched documents across 110 jurisdictions, it provides firms with global reach and a single point of access to authoritative legal content.
  Clio Docket provides comprehensive court data and integrated docket tracking. It gives firms structured access to filings, motions, and procedural updates across jurisdictions, providing clear visibility into active and historical matters. Designed for flexibility and future growth, Docket will expand with new court data and integrations over time, creating a dependable foundation for litigation insight and case management.

Clio’s New Enterprise Division: Serving the World’s Largest Legal Teams

To support this expansion, Clio has established a dedicated Enterprise division focused on serving the unique needs of large law firms and corporate legal departments. The division brings together legal expertise, product, engineering, and customer-success teams with deep industry experience in large scale legal operations. This organizational investment formalizes Clio’s long-term commitment to the world’s largest legal teams, and reflects a vision for technology that grows alongside the changing needs of the legal profession.

Defining the Future of Large Law

As legal work becomes more complex, firms are under increasing pressure to deliver greater efficiency, insight, and value to clients without sacrificing quality or security. Clio’s investment in the enterprise market reflects its belief that the world’s largest firms deserve technology that matches their scale and ambition.
“The future of Big Law belongs to firms and legal teams that harness technology to lead their markets,” continued Newton. “Clio for Enterprise is our investment in that future, a division built to help the world’s largest legal teams operate with greater strength and competitiveness. As AI reshapes the industry, these teams need a partner who can match their ambition. Clio is that partner.”
For more information, visit clio.com/enterprise.

About Clio

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s AI platform streams workflows, improves decision-making, and combines powerful technology with industry-leading security. Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI. Learn more at www.clio.com.

Original source Report a problem

From system of record to system of action: defining a new category of legal AI software, connecting practice management, legal intelligence, and firm operations in a unified platform

Clio, the global leader in legal AI today introduced the Intelligent Legal Work Platform—a first-of-its-kind solution that integrates AI across the business and practice of law. The launch establishes a new category in legal technology and represents a major step forward for Clio, expanding its proven platform into a fully connected ecosystem where AI powers every dimension of legal work.

“With Clio Work, we’re launching a new era of legal productivity,” said Jack Newton, CEO and Founder of Clio. “By integrating vLex’s world-class legal research library and Vincent AI directly into the Clio platform, we’re giving legal professionals one intelligent workspace to manage cases and execute AI-powered workflows, all without switching systems. Clio Work leverages more context than any legal AI in the world, combining your matter and practice data, together with the world’s most comprehensive database of legal data, to deliver the highest quality outcomes. It’s everything a lawyer needs to think, write, and win, all in one place.”

Clio’s latest Legal Trends Report reveals that the legal industry is entering a period of rapid and profound transformation driven by AI. Specifically, firms that have embraced AI are growing revenue four times faster than headcount, signaling stronger productivity and profitability gains across their practices. Nearly every legal professional now uses some form of AI in their work, and adoption continues to accelerate.

Despite this progress, most AI tools still operate on the periphery, separate from the systems where legal work actually happens. Many firms rely on a fragmented mix of providers and platforms to manage different aspects of their practice. This fragmentation forces lawyers to act as their own system of record and action, adding cognitive load, inefficiency, and time lost to context switching.

The Legal Industry’s First System of Action

With this launch, Clio delivers on the promise of a true system of action. All four of its core products — Clio Manage, Clio Grow, Clio Draft, and its newest addition, Clio Work — now operate with AI at their core. Each product brings distinct strengths, but together they deliver on a single goal: to bring together the business and practice of law in one secure, intelligent platform, using AI to leverage context across every part of the legal workflow. The result is a unified AI platform that anticipates what needs to happen next, accelerates complex tasks, and creates new opportunities for lawyers to deliver higher-value work with greater precision and speed.

“We built the Intelligent Legal Work Platform to redefine what lawyers can expect from technology,” continued Newton. “Our goal is to shift the role of software from simply organizing work to actively advancing it, giving lawyers a decisive competitive advantage in delivering the outcomes and counsel that define their profession. Clio is now a true system of action.”

The platform spans the full lifecycle of legal work including the business and practice of law. With AI at the center of its core products, Clio transforms separate tasks into continuous workflows, ensuring that knowledge compounds at every step.

Introducing Clio Work: The first and only AI that understands your cases, their context, and the law

As part of the launch, Clio is introducing Clio Work – the first and only AI that brings together the full context of a lawyer’s cases with the world’s largest global law library to deliver research, analysis, and case strategy lawyers can rely on. Built to understand how facts and law interact, Clio Work anticipates, interprets, and acts on what matters – helping lawyers turn information into insight, and insight into action.

Where other AI tools summarize, speculate, and wait for direction, Clio Work understands. It stays continuously in sync with Clio Manage, drawing on live matter data – from documents and client communications to notes and tasks – to provide guidance grounded in real context rather than isolated prompts. Paired with vLex’s global legal library of more than one billion verified documents, it gives lawyers the confidence that every recommendation is precise, cited, and backed by trusted law.

With Clio Work, legal AI becomes more than reactive – it’s proactive, contextual, and built to think the way lawyers do. It moves beyond surface-level summaries to deliver true legal comprehension: surfacing next-step reasoning and revealing strategic connections others miss, all grounded in verified precedent. The result is sharper strategy, faster clarity, and the confidence to advance every case with certainty.

Platform-wide AI capabilities

The Intelligent Legal Work Platform operates with AI at its core, powering every product across the suite. These capabilities span matters and workflows, turning everyday tasks into reliable, completed work. Building on the success of Clio Duo, this evolution marks a shift from AI as a task-based assistant to AI that performs entire jobs inside the firm.

• Manage AI, Clio’s AI for practice management, runs the operational side of the firm, turning routine tasks into completed work with accuracy and speed. Court documents become calendar events, matter activity becomes high-quality client updates, and time and expense entries become payment-ready bills.
• Grow AI, Clio’s AI for legal intake, drives client development, accelerating intake and conversion so no opportunity is missed. All lead information is captured upfront, instantly screened for suitability, and outstanding items are followed up automatically.
• Draft AI, Clio’s AI for legal drafting, powers document production at scale, generating accurate first drafts, creating templates, and assembling complete document sets in minutes.

Unlike point solutions that bolt AI onto a single feature, these new capabilities are powered by the company’s secure AI and data foundation. They are context-aware, matter-connected, and continually enhanced through system innovation, not by training on client or firm data.

A New Era for Legal Work

Clio’s Intelligent Legal Work Platform is a new category of legal software, moving beyond practice management into a system that actively advances work alongside lawyers. AI connects the entire market, giving solos and small firms simplicity and accessibility through Clio Work, while enterprise organizations gain scale and configurability with advanced AI solutions.

“Practice management was about efficiency. Intelligent legal work is about outcomes,” Newton said. “This is the biggest opportunity in the history of legal technology: to expand access to justice, to improve lawyer well-being, and to deliver better results for clients. With the intelligent legal work platform, Clio is leading that future.”

For more information on Clio’s full product suite and availability, visit clio.com.

About Clio

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s AI platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security. Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI.

Learn more at www.clio.com.

Original source Report a problem

New Product Features in Clio

Turn routine tasks into completed work with Manage AI
AI runs across key processes and workflows in Clio Manage to turn routine work into completed tasks. Transform documents into calendar events, matter activity into high-quality client updates, and time and expense entries into payment-ready bills.

Reimagined conflict check for a clear go/no decision to represent a client
Scan every corner of Clio Grow and Clio Manage to uncover potential conflicts of interest across contacts, case notes, calendar events, matters, and more.

Custom reports built for your firm
Easily tailor reports to your needs with flexible filters and groupings, then save and share them in PDF, Excel, or CSV for faster insights.

Build stronger client relationships and boost business by sending emails from Clio Grow
Easily send targeted emails with ready-to-use templates to minimize effort and keep leads and clients engaged. Use your existing Clio data to segment contacts, send the right message, and track which emails drive new or repeat business.

More control over user access
Set clear access levels with custom roles. Protect sensitive data, reduce mistakes, and give every user just the permissions they need.

Quickly combine documents in Clio Manage
Save time by combining different documents into a single PDF.

Level up your efficiency with AI-powered document drafting
Start drafting faster with AI that turns your documents into reusable templates for you, and standard templates preloaded on day one. Plus AI-powered questionnaires draft questions and proactively ensure you’re only asking the right ones.

Never miss a deadline with automated workflows in Clio Manage
Quickly set up automations with ready-to-use templates to minimize manual work and ensure no steps are missed. Automatically assign tasks, generate documents, and update matter set up as cases move forward.

Accounting made approachable
Automatically match bank account transactions, reconcile accounts, print checks, prepare financial statements, and analyze every financial transaction related to running your firm all in one system of record.

Instantly generate settlement statements with Personal Injury Add-On
Seamlessly create, collect, and store signed settlement statements all in one place.

Get paid upfront, while clients pay over time
Stop chasing, start collecting. With Pay Later through Affirm, you get paid upfront while clients pay in smaller monthly installments.

Clio File is here!
Electronically file and serve court documents to Texas or Georgia state courts and California courts in Orange County from the same place you manage your firm, with more states and jurisdictions on the way!

Not a Clio user? Book a demo here to learn about all these features and more.

Popular product enhancements

• Get paid sooner with text to pay in Clio Payments
• Clio Manage is now easier on the eyes with dark mode
• Faster client information gathering in Clio Draft
• Grow your firm with Google’s Local Services Ads
• Get your contacts in sync across Grow and Manage
• Automate your bookkeeping in Clio Accounting

Clio announcements

Stay on top of Clio’s latest product updates in the Clio community
Get answers to your Clio questions, learn more about upcoming pilot programs, and connect with fellow Clio customers.

Original source Report a problem

Overview

Clio, the global leader in legal technology, has officially launched Clio Duo in Canada. This marks a major step forward in the company’s vision to transform the legal experience for all—bringing powerful, purpose-built AI into the hands of legal professionals.

Clio Duo is an intelligent legal partner embedded directly within the world’s most robust practice management platform, helping lawyers reclaim their time and elevate their impact. By automating repetitive work, extracting key insights from documents, and surfacing smart recommendations, Clio Duo empowers firms to increase productivity, enhance client service, and drive profitability.

“We’re thrilled to introduce Clio Duo to the market—a powerful AI built on a foundation of trust and value for legal professionals,” said Luke Slan, General Manager, Canada at Clio. “Law firms across Canada are eager for secure, integrated, and genuinely useful AI solutions. With its deep integration with Clio Manage and strong focus on privacy, Clio Duo empowers firms to enhance operations without compromising client trust or ethical obligations. This launch comes at the perfect time for a market poised to lead in legal tech adoption.”

Features and benefits

Clio Duo helps firms accelerate casework, reduce admin burdens, and make more informed decisions with ease. It supports legal professionals by automating common tasks—like drafting emails, retrieving matter details, generating summaries, and recommending time entries—so they can focus on high-value work.

Early access firms across Canada have already seen results. Clio Duo helps them close cases faster, respond to clients more promptly, and reduce time spent on manual document review. It’s doing more than improving efficiency—it’s driving growth.

Security, privacy, and trust

Unlike open-source AI tools, Clio Duo is purpose-built for legal professionals. It draws only from a firm’s existing Clio data and never trains on client information. Every action is logged for auditability, and firm-wide permission controls ensure that users only see what they’re authorised to view—supporting compliance and trust at every step.

Industry momentum

This launch also comes as AI adoption among legal professionals is rapidly accelerating. According to Clio’s latest Legal Trends Report, 79% of firms are already using AI in some capacity—and more than 80% expect to increase their usage over the next 12 months. Clients are also on board: 70% now say they are open to or prefer working with law firms that use AI.

This growing alignment between firms and their clients signals a pivotal moment for the industry. With Clio Duo, legal professionals have an AI solution that meets this demand—helping them stay competitive, deliver greater value, and set the standard for the future of legal practice.

Learn more

For more information, please visit clio.com/features/legal-ai-software.

Original source Report a problem

Partnership connects marketing and case management to deliver full-funnel visibility, faster intake, and higher ROI

• Scorpion and Clio have partnered to give growth-minded law firms full-funnel visibility from first contact to closed case
• The strategic integration helps firms convert more leads, track ROI, and scale with confidence

Scorpion, the leading provider of digital marketing and technology solutions for law firms, today announced a strategic partnership with Clio, the legal industry’s most trusted cloud-based legal technology platform. As part of the collaboration, Scorpion has been named Clio’s sole Preferred Marketing Partner, while Clio becomes Scorpion’s sole Preferred Software Partner for legal services.

This first-of-its-kind partnership solves a long-standing problem for law firms: the disconnect between marketing efforts and generated revenue. Through exclusive product integrations, connecting Scorpion’s AI-powered marketing platform with Clio’s legal operating system, firms can now gain full funnel visibility, making it easy to see what marketing efforts are leading to retained clients and real revenue.

With more than 500 shared customers, Clio and Scorpion are building on a strong foundation of proven impact. Firms using both platforms report significantly faster lead response times and greater visibility into the full client acquisition funnel, translating into more efficient operations and higher conversion rates. As leaders in their respective fields, Scorpion and Clio now have deeper product alignment and a joint roadmap of innovation designed specifically for law firms.

Law firms already using both Clio and Scorpion are seeing meaningful improvements in how they attract and convert clients:
“Scorpion’s integration with Clio has been an absolute game-changer for our firm. It has saved us countless hours by automatically capturing leads and seamlessly syncing them into our case management system. What used to take multiple steps — and risked things slipping through the cracks — now happens effortlessly.” – David J. Dischley, Dischley Law, PLLC
“One of the biggest advantages is how seamlessly we can now tie our marketing efforts to actual revenue. Instead of relying on surface-level metrics, we can see exactly which channels and campaigns are driving retained clients and meaningful growth. This level of detail helps us refine our strategies, allocate resources more effectively, and ultimately improve ROI. Understanding our data at this depth has given us a competitive edge. It ensures we aren’t just making assumptions about what works—we have the clarity to double down on what truly drives results.” – David Zwanetz, Shapiro Zwanetz & Lake
“With Clio powering our operations and Scorpion optimizing our marketing, we’re not just getting more leads—we’re getting the right ones, and we know exactly where they’re coming from.” – Shannon Hoskovec, Sandia Family Law
This kind of visibility and efficiency is what the expanded partnership is designed to scale, giving more firms access to the tools and data they need to grow with clarity and confidence.

“Our partnership with Clio sets a new standard for what law firms should expect from their marketing partners,” said Jamie Adams, Chief Revenue Officer at Scorpion. “Together, we’re developing new integrations and products that, for the first time, allow law firms to clearly connect their marketing efforts directly to actual case outcomes with full clarity on what’s working and why. It’s a level of transparency and impact that hasn’t been available before, and it gives our clients a serious advantage. By partnering with Clio, we’re helping law firms grow with more confidence, less guesswork, and the kind of data-driven strategy others simply can’t match.”

As client expectations rise and competition intensifies, firms are under pressure to maximize both operational efficiency and marketing ROI. Many still juggle siloed platforms, manually log lead data, and struggle to measure what’s driving cases and revenue. The Scorpion + Clio partnership ends that inefficiency with:

• Clear ROI from Every Marketing Dollar: Track every step from lead to retained client with full-funnel reporting that ties campaigns directly to actual cases, not just clicks or calls.
• End-to-End Lead Management: Website leads from Scorpion automatically sync into Clio Grow, eliminating manual entry and accelerating client follow-up.
• Better Data-Driven Decisions: With real-time performance data from Clio Manage, campaigns are optimized based on what delivers the most value for firms.
• Frictionless Client Intake: Streamline the conversion of marketing leads into active cases within Clio’s case management system.
• Targeted Growth Through AI: Scorpion’s proprietary AI identifies and targets high-value prospects, helping firms reach the right clients and avoid wasted spend.
• Joint Innovation: Clio and Scorpion will co-develop new, exclusive solutions that give firms deeper insights into case progress and marketing ROI, enabling even smarter decisions and more profitable growth.

“This partnership is rooted on client success and a commitment to transforming how law firms grow,” said Reagan Attle, Chief Marketing Officer of Clio. “Built on years of serving mutual customers, we’re empowering firms to leverage their data by connecting marketing insights with case outcomes. Together, we’re unlocking a future where every decision is smarter, every client experience is stronger, and growth is both measurable and repeatable.”

Learn more about how this partnership can help your firm at www.clio.com/scorpion.

Original source Report a problem