Clio Release Notes

The fastest-adopted product in company history is now widely available, expanding beyond Clio Manage subscribers

Clio, the global leader in legal AI, today made Clio Work available to all solo, small, and mid-sized law firms. Previously limited to Clio Manage subscribers, Clio Work is now widely available.

Purpose-built to support the way legal work actually gets done, Clio Work interprets facts and files, identifies key issues, and helps shape arguments to produce clearer reasoning, stronger judgment, and sharper strategic direction.

Most tools operate without a true understanding of legal work, despite a swift rise in legal AI. They generate responses, but don’t know the law or the context behind a matter, forcing lawyers to bridge the gap themselves by stitching together workflows across generic AIs, disconnected applications, and legacy research platforms that were never built for the realities of daily legal practice.

Clio Work is a direct answer to those challenges. It is the first and only legal AI that understands cases and the law, delivering trusted research, analysis, and strategy.

“Firms of all sizes are turning to Clio Work to get work done,” said Jack Newton, CEO and Founder of Clio. “Its rapid adoption shows that legal AI is becoming where work begins, and Clio is defining that starting point. Expanding access to the wider legal market is the next step, giving more firms direct access to the AI setting the standard for the profession.”

Since launching in October 2025, Clio Work has become the fastest-adopted product in company history.

Unlocking the full potential of solo, small, and mid-sized law firms

Built on real legal authority, Clio Work is designed to give legal professionals immediate access to legal AI that fits into the way they already work, grounded in Clio’s global library of 1 billion+ legal documents.

Complex tasks can be delegated through simple, goal-based instructions, and the agentic capabilities at the core of Clio Work will plan and execute the steps required to complete them. Clio Work reads the facts, applies relevant law, and generates outputs in sequence while providing full visibility and control at every stage. It brings structure to the work, surfacing what matters, clarifying direction, and building confidence at every stage.

Litigation and transaction workflows allow firms to work across pleadings, discovery, depositions, contracts, policies, and more without switching systems or losing continuity.

As legal professionals add documents, matter details, and contacts to the workspace, Clio Work develops a deeper understanding of the legal context. Clio Work adapts, and outputs become more relevant, more precise, and more aligned with the firm’s approach through continued use.

Early adopters across firms of all sizes are already seeing the impact:

“Clio Work really levels the playing field for me. It’s a force multiplier that takes the tedious parts off my plate and helps me focus on the work that matters most.”

— Partner, Williams & Hamilton

“Clio Work raises the baseline for our junior attorneys. They’re able to work at a much higher level, much faster, reducing how often senior attorneys need to step in.”

— Director, King Law Offices

“Clio Work isn’t a nice-to-have for me. It’s something I rely on every day, and it’s replaced the generic AI tools I used to depend on.”

— Firm Owner, Matechik Law Firm

Looking ahead

With strong early traction and a global rollout underway, Clio Work is poised to continue redefining the legal technology landscape by lowering barriers to entry, accelerating adoption, and empowering legal professionals to build more resilient, future-ready practices.

“This is just the beginning,” said Newton. “We believe Clio Work will become the foundation for how the next generation of legal professionals engages with technology, and we are excited to lead that transformation.”

To learn more about Clio Work, visit clio.com/work.

Original source

From customizable workflows in Vincent to a new mobile app and seamless DMS integrations, this quarter brought major advances in legal AI, helping firms turn their standards, best practices, and established ways of working into scalable, everyday workflows. Here’s what’s new.

In the first quarter of 2026, we expanded Vincent with firm-specific intelligence and high-velocity work management. With the launch of Vincent Studio, native DMS connectivity, the Vincent Mobile app, and Legal Pad, we’re giving firms new ways to scale legal AI around their unique standards, workflows, and expertise.

Vincent Studio: Build custom legal AI workflows

Vincent by Clio already helps firms bring legal AI into everyday work. With the launch of Vincent Studio, firms can now extend that value through a no-code makerspace for building workflows that reflect their unique guidelines, standards, and established ways of working. This ensures every AI output matches the high quality and personalized touch your clients have come to expect.

Vincent Studio is built on a three-tier architecture, meaning workflows are structured in three connected layers that define what gets done, how it gets done, and the logic behind it:

• Workflows: What gets done. These define the overall legal or business process.
• Tasks: How it gets done. These break each workflow into discrete units of work.
• Steps: The logic behind it. These provide the detailed instructions that guide how Vincent performs each task.

Together, these layers help firms build repeatable workflows that reflect their unique standards, scale best practices across every matter, and maintain control over the final work product.

Learn more about Vincent Studio.

DMS Integrations: Securely connect your documents to Vincent’s legal AI

Moving sensitive documents from a document management system to an AI platform has traditionally required manually downloading files to local devices. We removed that friction with direct integrations for iManage, NetDocuments, SharePoint, and Google Drive.

By letting users select documents directly from their firm’s existing DMS folder structure, data stays within the firm’s secure environment and never touches local hardware. Teams can seamlessly analyze case facts alongside the law to generate context-aware outputs grounded in the details of each matter.

Learn more about DMS Integrations.

Legal Pad: Draft, refine, and finalize work with AI in one place

Moving AI-generated research into a separate document often requires a manual process of copying and pasting fragmented outputs. Legal Pad removes this hurdle by providing a lightweight, side-by-side editing space directly within the Vincent interface.

Attorneys can now perfect ideas and refine strategy in real-time, working collaboratively with Vincent to turn raw analysis into a cohesive first draft. Your draft can then be exported for final formatting in your preferred world processor.

Learn more about Legal Pad.

Vincent on Mobile: Legal AI for work beyond the desk

Legal work frequently takes you away from your desk, but your access to legal AI shouldn’t be left behind. The Vincent by Clio mobile app brings the full power of AI to your phone, allowing you to use Vincent from the courtroom, between meetings, or while traveling.

The app introduces mobile-native features like document capture and voice dictation to help you work on the go. Use your camera to instantly upload and analyze physical documents, or trigger complex research with your voice. These tools make your transition from the office to the field seamless.

Download the app from the App Store.

Download the app from the Google Play Store.

Goal-oriented Vincent: A partner for legal outcomes

Lawyers tend to work toward outcomes rather than piecing together disconnected tasks. Vincent by Clio now features a sophisticated skills infrastructure that allows it to act as a collaborative partner focused on achieving your overall goals.

Describe your desired outcome and Vincent will autonomously plan and execute multi-step legal tasks end-to-end, utilizing the existing capabilities from its standalone workflows. You maintain full visibility and control as Vincent shows you exactly how it is progressing toward your objective.

Learn more about Vincent’s agentic capabilities.

Performance & Precision

Studio Asset Management:

Publishers can now add up to 10 files directly from document collections as Workflow Assets, removing the need for manual downloads.

Optimized PDF Processing:

We have significantly increased the speed and reliability of our document processing engine to better support high-volume analysis.

File Size | Previous Processing Time | New Processing Time | Time Saved
1–10 MB | 12 seconds | 7 seconds | 5 seconds (42%)
10–100 MB | 48 seconds | 27 seconds | 21 seconds (44%)
100+ MB | 190 seconds | 70 seconds | 120 seconds (63%)

Enhanced Table Navigation:

Vincent Tables now defaults to 25 rows per page to provide a more responsive experience during complex document reviews.

Interface Enhancements:

We have implemented subtle UI updates across the platform to streamline navigation and improve overall ease of use.

Richer Source Coverage for Vincent:

We have added 29 new U.S. research sources, including Congressional Bills and Ethics Opinions, alongside significant data pipeline improvements for our international libraries in Canada, Belgium, and Latin America.

Advanced Authorities Sorting:

Attorneys can now sort retrieved authorities by relevance or alphabetically and can pinpoint specific terms instantly with the “Search within Results” feature.

Governance & Security

Collection Sharing Warnings:

An intercept warning now appears when a user attempts to share a document collection organization-wide to prevent the accidental exposure of sensitive data.

Ownership Transparency:

Users can instantly identify the creator of a shared collection by hovering over the permissions column for better internal accountability.

External URL Verification:

We have added a verification step for external links generated by Vincent to ensure attorneys confirm the destination before navigating away from the platform.

We’re excited to see how your team uses these new tools to push the boundaries of your practice. See you next month for our April update!

Original source

Vincent now enables more autonomous, outcome-driven legal workflows through a smarter, more collaborative AI experience

Multi-step legal work, executed end-to-end, grounded in a 1-billion-document legal library

Clio, the global leader in legal AI, has launched agentic capabilities in Vincent, its AI platform for large law firms and legal teams. The update enables Vincent to execute complex, multi-step legal tasks from a single instruction, eliminating the back-and-forth prompting and lengthy contextual guidance that AI tools have come to require.

This update marks a shift in how legal professionals interact with AI. Rather than guiding Vincent step by step, users can now describe the outcome they are trying to achieve, and Vincent works toward that result independently. The result is a more intuitive and efficient way to manage legal work at scale, while maintaining control and visibility throughout.

“Legal AI is moving beyond task execution toward handling entire workflows, and Vincent reflects that shift,” said Daniel Hoadley, Senior Director of Product Management at Clio. “For large law firms, this reduces the need to orchestrate tools and allows teams to stay focused on high-value legal work. This is a meaningful step forward, and we will continue to build on these capabilities to expand what legal teams can accomplish.”

With these new agentic capabilities, Vincent can interpret a user’s goal, determine the steps required to achieve it, and execute across them in a single, continuous flow. Legal professionals can delegate work such as drafting, analysis, or strategy development through natural, outcome-based prompts, while maintaining visibility and control throughout. Users can track progress in real time, step in to refine direction, or redirect as needed to keep work aligned with their intent. For Vincent customers, existing workflows remain unchanged unless teams choose to adopt this more autonomous way of working.

This shift reflects how legal professionals already operate. Today, approximately 84% of AI queries are submitted as freeform, goal-based requests rather than structured commands. Vincent is built to meet that behavior, allowing teams to engage with AI in a way that mirrors how legal work is actually described and delivered.

Underpinning this is a growing network of legal-specific skills that Vincent can draw on autonomously depending on the task at hand. These skills build on Vincent’s existing workflows, grounded in legal expertise and contextual understanding, but remove the need for users to initiate each step. Vincent evaluates what the task requires, selects the right combination of skills, and carries work through to completion, creating a more cohesive and efficient experience.

“Everything we’re building is grounded in how our customers actually work and where they need to go next,” notes Hoadley, “as expectations shift toward more outcome-driven AI, we’re focused on delivering systems that can keep pace with that demand while continuing to raise the standard for quality, trust, and performance.”

For large law firms, this supports consistency, scalability, and alignment across complex legal operations, without compromising the rigor required in high-stakes environments. Innovation and knowledge management teams can expect continuity in the quality of work, with the added benefit of reduced manual coordination. Existing workflows remain in place, allowing firms to adopt this approach at their own pace.

This release advances Vincent’s continued momentum toward more intelligent, outcome-driven legal AI. Learn what Vincent can do for your firm at clio.com/enterprise/vincent.

Original source

New mobile app gives lawyers access to AI-powered document analysis, instant answers, and cited authority on iPhone and Android

Clio, the global leader in legal AI, today announced the launch of the Vincent by Clio mobile app, extending Vincent’s legal AI capabilities to iOS and Android OS for the first time.

Vincent has become a core tool for lawyers analyzing legal issues, reviewing documents, and developing legal arguments. With the launch of the Vincent by Clio mobile App, those capabilities are no longer limited to the desktop. Lawyers can now ask questions, analyze documents, and get grounded answers backed by authority directly from their phones, allowing legal work to begin the moment a question or document surfaces.

The app is designed for the way legal work actually happens: between meetings, before hearings, while reviewing new filings, and in the moments when lawyers need to move quickly without sacrificing rigor.

“Legal work doesn’t start and stop at a desk,” said Jack Newton, CEO and Founder of Clio. “Lawyers often need answers while preparing for a meeting, reviewing a filing, or heading into court. The Vincent by Clio mobile app brings legal AI into those moments, so lawyers can move faster while staying grounded in the facts of their matters.”

The Vincent by Clio mobile app lets lawyers start legal work the moment it arises, simply by describing what they need, like they would to an associate, or uploading a document.. The app also supports mobile file analysis, enabling users to upload complaints, motions, briefs, and transcripts directly from their phones and quickly identify key allegations, risks, and relevant authorities.

“Vincent is helping lawyers move from questions to analysis faster,” said John Foreman, Chief Product Officer at Clio. “With mobile, we’re expanding where that work can happen. Lawyers can begin analyzing legal issues as soon as they arise, instead of waiting to get back to their desks.”

Key capabilities include:

• Start work naturally, using voice or text to describe what you need, and Vincent gets to work right away.
• Analyze work in real time by uploading complaints, motions, briefs, transcripts, depositions, and more from your phone to quickly surface key risks, arguments, and next steps.
• Understand the reasoning behind every output by reviewing the legal authorities and supporting passages that inform Vincent’s analysis.
• Move seamlessly across devices by starting work on mobile and picking it up on desktop without losing context.

For Clio Work users, the Vincent by Clio mobile app can also draw on the full context of a matter, including client communications, deadlines, and case activity, so analysis reflects what’s actually happening in the case. Lawyers can ask questions, review new developments, and explore strategy with that context already in place, helping ensure continuity across their work. This connection allows legal teams to move seamlessly between case management and legal analysis, making it easier to respond to new filings, prepare for what’s next, and keep work moving from anywhere.

The Vincent by Clio mobile app is available now on iOS and Android OS.

Learn more at www.clio.com/enterprise

Original source

Agentic AI can translate goal-oriented prompts into complex, end-to-end legal workflows

Agentic capabilities in Clio Work allow customers to execute multi-step legal tasks with a single prompt, bringing greater support to lean legal teams.

Clio, the global leader in legal AI, has launched agentic capabilities in Clio Work that allow legal professionals to complete complex, multi-step legal tasks from a single prompt, eliminating the need to manage each step along the way. This update marks another important milestone in Clio’s mission to provide customers with legal AI that transforms both the business and practice of law.

With new and smarter capabilities, Clio Work offers enhanced support to solo, small, and mid-sized legal teams. Users can delegate complex tasks through simple and intuitive instructions, like “build a defense strategy” or “find everything that could kill this deal before signing.” Clio’s powerful legal AI understands the goal and executes the sequence of steps required to achieve it, leveraging a wide range of contextual data points.

Already, 84% of AI queries are submitted as freeform, goal-based requests, making this approach consistent with how lawyers describe their work to one another and to existing AI tools.

Stay in control, every step of the way

To help legal practitioners understand how work is progressing, Clio Work displays real-time thinking traces. Users can interrupt, redirect, or refine directions mid-task to retain complete control over outcomes. This allows teams to stay in control while freeing up time and cognitive load to apply toward high value tasks.

“Clio Work’s agentic capabilities allow legal practitioners to delegate complex, multi-step tasks to a truly collaborative AI assistant, without sacrificing control or visibility into workflows,” said John Foreman, Chief Product Officer at Clio. “This is an important step forward for Clio Work, one that opens up a world of possibilities for how our customers can get legal work done.”

Agentic capabilities are applied automatically for all users in Clio Work. No technical expertise, configuration, or setup is required.

Transforming outcomes for legal professionals

Clio Work’s new agentic capabilities empower solo, small, and mid-sized firms to accomplish a wide range of legal and business goals.

Individuals can offload non-billable tasks to an AI collaborator. Teams can expand the amount of work they take on, boosting revenue and access to justice. Firms can both improve legal outcomes and create sustainable environments.

Practitioners across the legal industry can dedicate more time and energy to the highest value tasks–managing colleagues, interacting with clients, and developing strategy.

Powered by skills infrastructure

This transformative approach to legal AI is made possible through a skills infrastructure: a set of deeply legal-aware capabilities that Clio Work can call up autonomously depending on what a task requires.

These skills are the natural evolution of Clio Work’s existing workflows. They are built with the same principles of legal expertise and contextual understanding, but no longer dependent on the user to invoke them. Clio Work understands the goal, determines which skills are needed, and executes across them in a single, continuous experience.

For firms at this scale, the impact of new technology needs to be practical and immediate. This meaningful update to Clio Work reduces friction between human operators and AI that slows down critical legal work.

See what’s possible in Clio Work:

clio.com/work

Original source

With Clio Draft, firms can automate document workflows, gather client information, and generate accurate legal documents in less time

AI-powered legal document drafting now available for Canadian law firms

Clio, the global leader in legal AI, today announced the launch of Clio Draft in Canada. This launch brings Clio’s powerful document automation capabilities to Canadian legal professionals, along with a growing library of Canadian court forms, hosted securely on Canadian servers to meet rigorous data residency requirements.

For the first time, Canadian law firms can access more components of Clio’s system of action through the integration of practice management, client intake, and now, intelligent legal drafting, specifically tailored for the Canadian legal landscape.

“Canadian legal professionals have long embraced technology to run more efficient firms, yet document drafting still takes up a significant portion of their day,” said Luke Slan, General Manager, Canada at Clio. “With the launch of Clio Draft in Canada, we’re helping firms automate the document work that slows them down. By turning their documents into reusable templates and AI-powered workflows, Clio Draft helps lawyers draft faster, reduce manual work, and focus more of their efforts on delivering better legal outcomes for their clients.”

Document Automation for Canadian Firms

Clio Draft in Canada is purpose-built to address the specific needs of Canadian firms. The solution introduces powerful document automation capabilities applicable across all provinces (excluding Quebec), enabling firms to turn their own Word-based precedents into reusable automated templates using AI. By automatically populating client and matter information across entire sets of documents, Clio Draft helps firms reduce manual data entry and minimize the risk of errors.

This functionality allows lawyers and legal professionals to generate complete, accurate legal documents in minutes rather than hours. By streamlining document creation and reducing repetitive administrative work, firms can improve operational efficiency while maintaining control over the language and structure of their legal documents.

Court Forms beginning with Ontario and British Columbia

At launch, Clio Draft also includes a growing library of court forms and templates designed to support key practice areas in Ontario and British Columbia. These ready-to-use forms help firms streamline common legal workflows and ensure they are working with up-to-date documentation tailored to local court requirements.

Initial coverage focuses on the following practice areas:

• Ontario:
  Estate Planning, Probate, and Family Law.

• British Columbia:
  Estate Planning and provincial Family Law forms.

By combining automated document drafting with jurisdiction-specific court forms, Clio Draft helps firms simplify complex document workflows and complete essential legal tasks more efficiently–which it has done successfully in the US for over two years.

Secure, Canadian-Hosted Infrastructure

Recognizing the strict data residency obligations of Canadian legal professionals, Clio Draft for Canada is hosted entirely on Clio’s Canadian servers. This ensures that all client data remains within the country, helping firms meet regulatory and professional requirements around data storage and privacy.

By keeping sensitive legal information within Canada, Clio provides the assurance firms need when adopting new technology in their practice. Canadian-hosted infrastructure allows lawyers to take advantage of AI-powered document automation while maintaining confidence that their client data is handled in accordance with the expectations of law societies and the privacy standards their clients depend on.

Availability

Clio Draft is available immediately as an add-on to Clio Manage for Canadian customers. For more information visit

clio.com/ca/draft

Original source

Clio introduces a connected drafting workspace in Clio Work where lawyers organize, refine, and iterate on AI-generated insights in one place

Clio, the global leader in legal AI, today announced the launch of Legal Pad, a dedicated drafting workspace within Clio Work that brings legal analysis and structured drafting together in one place.

Lawyers are increasingly using AI to analyze legal issues, review documents, and develop arguments. But turning those insights into a finished memo, advisory note, or contract language often means switching between AI conversations and external word processors, forcing lawyers to reassemble ideas and lose the context behind their work.

Legal Pad addresses this gap by giving lawyers a dedicated space within Clio Work to draft, refine, and organize documents while staying connected to the prompts, sources, and analysis that informed them.

“Documents are the atomic unit of legal work,” said John Foreman, Chief Product Officer at Clio. “The most important information in a legal matter lives inside a firm’s document system, and the deliverable is always the document.”

With Legal Pad in Clio Work, lawyers can:

• Assemble multiple Clio Work outputs into a single draft
• Revise sections while referencing the prompts and materials that informed the analysis
• Develop early versions of research memos, advisory guidance, and legal arguments in one workspace
• Export documents for final formatting in a word processor

This launch marks an important step in the continued evolution of Clio Work as a platform where legal reasoning develops alongside the tools lawyers use to examine information and produce written guidance.

By bringing drafting directly into Clio Work, Legal Pad helps lawyers move from analysis to first draft more efficiently, without losing the context that shapes strong legal work.

Original source

New DMS integrations connect firm knowledge directly to AI-powered legal workflows

Clio, the global leader in legal AI, today announced new document management system integrations for Clio Work, enabling lawyers to access firm knowledge directly from leading repositories within a single AI-powered workspace.

The new integrations connect Clio Work with widely used platforms including NetDocuments, SharePoint, OneDrive, and Google Drive. By making firm documents available directly inside Clio Work, lawyers can examine relevant materials, draw on institutional knowledge, and continue their work without leaving the platform.

As lawyers increasingly use AI to analyze issues, review documents, and shape legal strategy, the quality of that work depends on access to the documents and knowledge stored across the firm. Too often, that means jumping between systems, downloading files locally, and losing momentum in the process.

Clio’s document management integrations for Clio Work address this challenge by allowing lawyers to:

• Browse native folder structures from connected repositories
• Access firm documents directly within Clio Work
• Bring documents into their workspace for examination and analysis
• Connect institutional knowledge to AI-driven legal work

“With both Legal Pad, our drafting workspace in Clio Work, and document management integrations for Clio Work, lawyers can unify analysis and document creation in one workflow without losing the context that shaped the work,” said John Foreman, Chief Product Officer at Clio. “When knowledge and analysis come together in the same workflow, lawyers can move from documents to legal insight much faster.”

These integrations maintain the governance controls, access permissions, and authentication requirements firms already rely on in their primary systems, helping security teams preserve established controls while expanding access to matter-related knowledge inside Clio Work.

This launch reinforces Clio’s continued investment in Clio Work as a matter-aware AI workspace that connects legal analysis with the documents lawyers rely on every day.

Original source

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Original source

Clio’s first pulse on Canadian law firm trends shows 66% of firms using AI report revenue growth.

Clio, the global leader in legal AI technology, today released the Legal Trends for Canadian Law Firms, a comprehensive analysis designed to close the data gap for Canadian law firms that have historically relied on US-centric benchmarks. The report paints a picture of a Canadian legal market that is diverging from global trends, driven by the highest global preference for online payments and a rapid embrace of AI as a revenue engine rather than just an efficiency tool.

While Canadian firms are modernizing rapidly, they face a unique set of challenges rooted in provincial regulation and distinct pricing norms. The report provides the first dedicated, data-driven roadmap for Canadian firm leaders to navigate these shifts, prioritizing high-impact strategies over administrative churn.

Moving Beyond “Inbox Zero”: The Reputation Shift

One of the report’s most critical findings challenges the long-held belief that speed is the primary driver of new business. While lawyers often over-invest in instant responsiveness, data shows that Canadian clients prioritize a firm’s reputation and reviews significantly higher.

“For years, Canadian lawyers have been conditioned to believe that ‘inbox zero’ is the key to winning business, often at the expense of deep work,” said Luke Slan, General Manager, Canada at Clio. “This data proves that the market has shifted. Canadian clients are looking for trusted authority, not just a fast reply. Automating the collection of 5-star reviews is now a higher-ROI activity than instantly replying to emails, and firms that pivot to this ‘reputation economy’ will see an immediate competitive advantage.”

AI as a Revenue Driver, Not a Cost Cutter

Contrary to the fear that efficiency tools will cannibalize billable hours, 66% of Canadian legal professionals report that using AI has improved their firm’s revenue. This suggests that for Canadian firms, technology is acting as a growth engine, allowing professionals to scale output and focus on high-value strategy without increasing headcount.

However, a distinct “compliance gap” has emerged. While large firms are adopting legal-specific, secure AI tools (such as Clio’s proprietary AI platform), smaller firms are more likely to rely on generic, public AI models, inadvertently exposing themselves to privilege and data security risks.

Key Findings for the Canadian Market

• Reputation over Responsiveness: Clients prioritize a firm’s reputation and reviews significantly higher than responsiveness. The data proves that automating the collection of 5-star Google reviews is a higher-ROI activity for winning new business than replying to emails instantly.

• Integration is the #1 Barrier: Integration is the top reported barrier to adopting new technology. Legal professionals are expressing frustration with bloated, disconnected tech stacks and are signaling a demand for a centralized operating system that integrates seamlessly with tools they already use.

• AI and Revenue Growth: 66% of Canadian legal professionals say AI boosts revenue. AI technology is acting as a growth engine that handles low-value administrative work, allowing lawyers to scale their output without adding headcount.

• Generic AI vs. Legal AI: Small firms relying on generic AI (tools like ChatGPT) risk violating solicitor-client privilege and data security. Upgrading to secure, legal AI platforms allows small firms to level the playing field with large firms regarding compliance.

• Online Payment Preferences: 35% of Canadian clients prefer online payments, marking the highest rate globally. Firms offering online options see 57% of those invoices settled the same day, securing firm cash flow and meeting modern digital expectations.

“The Canadian legal landscape is no longer following in the wake of the US market, it’s carving its own path,” Slan continued. “Canadian firms are proving that AI is not just about accelerating tasks with generic models. It’s about leveraging legal-grade intelligence to build sustainable, profitable businesses that respect the nuances of Canadian regulation.”

The Legal Trends for Canadian Law Firms is available for download today here.

Original source

Students from more than 200 law schools partner with Clio through the Clio Academic Access Program

Clio, the global leader in legal AI technology, today announced its unmatched leadership in legal education, with more than 200 law schools partnered with Clio globally. This represents more adoption than any other legal technology platform worldwide. Through partnerships with law schools and university legal clinics, Clio is helping ensure that more graduates enter the profession familiar with cutting-edge legal technology through the Clio Academic Access Program (CAAP).

As legal education places greater emphasis on practice readiness, Clio has become a foundational technology partner for law schools preparing students for modern legal careers. Through CAAP, participating institutions gain access to a range of Clio products designed to support experiential learning. These offerings include exposure to legal workflows and Vincent, Clio’s legal AI platform built on a comprehensive global legal database, helping students learn how AI can support legal research and analysis in modern practice.

“The lawyers of tomorrow must be equipped to handle the demands of a digital-first society,” said Phil Rosenthal, Head of Bar and Academic Partnerships at Clio. “By integrating Clio’s suite of AI-powered products into the curriculum through CAAP, we are preparing students to leverage new technologies not just to compete, but to solve the industry’s oldest problem: accessibility. We want graduates who are ready to use innovation to serve a wider client base and champion access to justice from day one.”

Unmatched Global Adoption Across Law Schools and Clinics

Clio’s Academic Access Program is currently used by more than 95 percent of law schools in the United States, 75 percent of law schools in Canada, and 33 law schools in the United Kingdom. No other legal technology platform has achieved comparable scale within legal education.

This adoption extends beyond the classroom and into university-based legal clinics, where students use Clio-supported tools to assist with real client work. Last year, students created more than 27,000 matters using Clio in support of Access to Justice initiatives. These matters include work completed through legal clinics and innocence projects.

Supporting the Development of Practice-Ready Graduates

Through CAAP, law schools are able to introduce students to professional workflows that reflect how legal services are delivered today. Exposure to best in class legal technology including Vincent, helps students develop practical skills alongside classroom learning while understanding the responsible use of technology in legal settings.

At The George Washington University Law School, the focus is on professional responsibility and high-volume clinical work. Over 250 students annually manage more than 50,000 client service hours through Clio, operating under a “one law firm” model with over 20 practice areas. This structure allows the school to simulate a large firm environment where students learn critical ethical boundaries, such as walling off domestic violence cases from small business matters, while mastering the “billable hour” workflows they will face in private practice. Alumni report entering the workforce with confidence in billing and matter management, skills that typically take junior associates months to learn.

“It is essential to invest time and resources in emerging technologies that will shape the next generation of lawyering,” said Andrea Johnson, Managing Attorney & Associate Program Director of the Jacob Burns Community Legal Clinics, GW Law. “We are pleased to continue our partnership with Clio as they integrate AI into a case-management platform our clinics have used since 2021. As with earlier innovations like email and cloud-based systems, generative AI marks a significant evolution in legal practice, and preparing students to approach these tools with professional ethics and responsibility at the forefront is critical as employer expectations continue to rise.”

By partnering with more than 200 law schools and their legal clinics worldwide, Clio is helping shape a legal workforce that is better prepared for the realities of modern practice.

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.

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New integrations allow lawyers to access firm knowledge directly from leading document management systems within Vincent

Clio, the global leader in legal AI, today announced the first phase of its document management system integration strategy for Vincent, expanding how large law firms access institutional knowledge during legal analysis.

Many large law firms store their most valuable knowledge inside document management systems, where matter documents, internal work product, and institutional expertise accumulate over time.

The new capability allows lawyers to retrieve documents from widely used repositories including NetDocuments, SharePoint, OneDrive, and Google Drive. Lawyers can browse native folder structures inside Vincent and bring documents directly into their workspace for examination without downloading files locally.

Document management systems serve as the primary knowledge repositories across large law firms. The new integrations allow lawyers to work with documents directly from their firm’s document management system while maintaining established governance controls. Security teams maintain the same access permissions and authentication requirements that govern documents within those systems.

“The most important information in a legal matter lives inside a firm’s document systems,” said John Foreman, Chief Product Officer at Clio. “These integrations allow lawyers to bring those documents directly into Vincent so analysis happens with the full context of the matter. When knowledge and analysis come together in the same workflow, lawyers can move from documents to legal insight much faster.”

This release marks the first phase of Clio’s effort to connect Vincent with the systems where legal knowledge is created and stored. Document management systems hold the history of a firm’s work across matters and practice groups. By enabling direct retrieval from those systems, Vincent allows lawyers to quickly and securely bring relevant matter materials into their analysis without disrupting established document management workflows.

The launch supports Clio’s continued investment in the enterprise segment through Clio for Enterprise, the company’s division focused on large law firms and corporate legal departments managing legal operations at scale.

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The latest

The latest
Legal Trends for Mid-Sized Firms Report shows AI moving from experimentation to daily operations as mid-sized firms expand capacity and formalize governance.

Clio’s fourth annual Legal Trends for Mid-Sized Law Firms report explores how AI adoption is changing how legal work is delivered.

Clio, the global leader in legal AI, today released its fourth annual
Legal Trends for Mid-Sized Law Firms report, revealing how legal AI is reshaping service delivery models. The findings show mid-sized firms expanding the amount of work they can take on, improving legal outcomes, and creating more sustainable environments for legal professionals as AI becomes embedded in daily workflows.

The Legal Trends for Mid-Sized Law Firms report shows that AI adoption is now widespread across this segment of the legal market. Eighty-six percent of mid-sized firms report using AI, signaling that the technology has moved beyond experimentation and into the operational foundation of modern legal practice. In addition to widespread adoption, many mid-sized firms are establishing clearer governance around how these tools are used. Sixty percent report having formal policies guiding AI use, reflecting a growing level of operational maturity across the segment.

“AI is changing how law firms operate,” said Ed Walters, VP of Legal Innovation and Strategy at Clio. “When information, workflow, and decision points are connected through technology, firms can scale their expertise in new ways. Lawyers spend less time coordinating the work around a matter and more time applying judgment where it matters most.”

AI is expanding the capacity of mid-sized law firms

One of the most immediate effects of AI adoption is the ability for firms to handle more work without expanding headcount. The
Legal Trends for Mid-Sized Law Firms report finds that 65% of mid-sized firms say AI enables them to take on higher volumes of work, compared with 43% of solo practices, illustrating how operational automation is allowing firms to scale their output more efficiently.

These gains are also visible in client outcomes. Forty-four percent of mid-sized firms report improved client satisfaction based on feedback, more than double the rate reported by solo lawyers. Technology is also becoming a differentiator in how firms position themselves in the market, with 42% of mid-sized firms saying AI has helped distinguish them from competitors.

Taken together, the findings show mid-sized firms using AI to expand operational capacity while delivering legal services with greater efficiency and consistency.

AI adoption is improving how lawyers work

The operational changes brought on by AI are also reshaping the day-to-day experience of practicing law. Legal professionals report that AI is reducing administrative burden while allowing them to spend more time on substantive legal work. Fifty-eight percent of legal professionals in mid-sized firms say AI has enabled them to take on more complex work, while 57% report improvements in work-life balance and 50% say the technology has reduced overall stress levels.

These shifts are beginning to influence retention as well. Forty-six percent of legal professionals say AI makes them more likely to stay at their current firm over the next two years, highlighting how operational technology is shaping workplace decisions across the industry.

“When the coordination of a matter is handled by the system rather than the lawyer, the nature of legal work begins to shift,” Walters said. “Attorneys spend less time tracking status, moving information between tools, or recreating context, and more time applying judgment. The result is a better experience for lawyers and more consistent outcomes for clients.”

The next competitive advantage will come from infrastructure

Despite strong AI adoption across the market, many mid-sized firms are still building the technical foundation needed to scale these capabilities. Cloud adoption remains a key gap. While 71–74% of solo and small practices have moved to cloud-based practice management platforms, only 57% of mid-sized firms have done the same, leaving many organizations without the connected systems required to integrate new tools into everyday workflows.

This gap matters because modern legal operations depend on coordinated platforms where data, workflows, and automation work together. Without that foundation, firms risk creating fragmented environments where new tools operate in isolation rather than strengthening the system as a whole. The challenge is already visible in the data, with 30% of mid-sized firms reporting difficulty incorporating new technology into existing workflows, making integration the most common operational barrier following adoption.

As firms move toward unified platforms where workflows and information are connected, the operational gains from AI become easier to scale across teams. For mid-sized firms, this shift represents an opportunity to expand capacity, improve consistency across matters, and compete for increasingly complex work.

For a detailed look at how firms are competing and where the market is heading next, download the full Legal Trends for Mid-Sized Law Firms report at
www.clio.com/midsize/ltr.

Methodology

The Legal Trends for Mid-Sized Law Firms report is based on a survey of over one thousand U.S. legal professionals, including lawyers, paralegals, and administrative staff from both an independent market panel and current customers.

About the Legal Trends for Mid-Sized Law Firms Report

Legal Trends for Mid-Sized Law Firms examines operational, financial, and technology patterns across U.S. mid-sized law firms to identify how firms grow, compete, and deliver client value in a changing legal market.

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Clio expands its platform designed for large legal teams into North America as ShareDo becomes Clio Operate globally

Formerly ShareDo, Clio Operate becomes Clio’s large law platform for complex, multi-practice firms seeking growth, speed, and control

Clio, the global leader in legal AI, today formally launches Clio Operate at Legalweek New York, signaling a major step in its expansion into the large law firm market.

Previously known as ShareDo and acquired by Clio in March 2025, Clio Operate brings the platform’s powerful legal workflow and operational orchestration capabilities under the Clio banner. The platform is purpose-built for large and mid-sized firms operating across jurisdictions, practice areas, and increasingly complex service models.

The launch marks a significant milestone in Clio’s continued investment in Clio for Enterprise, a dedicated business unit focused on delivering the products, infrastructure, and expertise required to serve firms with hundreds or thousands of users.

“Clio for Enterprise reflects our deep and commitment to the large law segment,” said Jack Newton, CEO and Founder of Clio. “We’ve made the investments in products, teams, and strategic partnerships necessary to support firms operating at the highest level. With Clio Operate, firms gain a single pane of glass to manage their legal operations with greater visibility, coordination, and control.”

A Market at an Inflection Point

Large law firms are facing mounting pressure.

Decades of layered technology have created deep technical debt across case management, document management, CRM, and financial systems. Data remains siloed. Lawyers lose time to manual processes and context switching. Leadership teams struggle to gain real-time visibility into performance across offices and practice groups.

At the same time, AI has accelerated expectations around responsiveness and service delivery.

Many firms understand that the

next five years

will reward those with modern, connected data environments. Yet transformation efforts often stall, held back by legacy platforms, long implementation cycles, or technology initiatives framed entirely around cost savings rather than revenue growth.

“We had reached a point where our old system was holding us back rather than supporting us. We needed something intuitive, adaptable, and capable of growing with us. ShareDo’s modular approach, coupled with its automation capabilities, was exactly what we were looking for. It allows us to take full control of how we handle cases while improving overall efficiency.”

–

James Harrison, Partner and IT Director, Leigh Day

Nina Jack, General Manager, US Enterprise at Clio, shared her belief that the market is ready for a new approach.

“The enterprise legal market has been waiting for a platform that reflects how large firms actually operate,” she said. “Firms are no longer asking whether they should modernize. They are asking how to do it without disrupting their existing systems or increasing risk. The demand for a solution that connects the breadth of the firm, accelerates service delivery, and supports AI readiness has never been stronger. ”

A Single Pane of Glass Across the Firm

Clio Operate is the central operating system for legal work. It connects best-of-breed technologies across a firm while providing native tools specifically designed for legal workflows. This enables firms to translate their institutional expertise into standardized, scalable workflows.

Newton described how the product addresses the visibility and control challenges facing large firms.

“Large firms are managing enormous complexity across offices, practice areas, and systems,” he said. “Clio Operate provides a single pane of glass across the firm. Instead of piecing together information from disconnected platforms, our customers can see workflows, data, and performance in one place. When you bring everything into view and remove the friction between systems, you transform operational drag into activated capacity.”

The results can be significant. Firms using Operate have reported reclaiming

up to two billable hours per day per fee earner.

Fixed-fee practices have reduced case lifecycles by as much as 40%, while matter creation efficiency has increased by more than 80% within twelve months in documented deployments.

“We’re incredibly proud of what we built with ShareDo. Now Clio Operate, we can take that foundation further and help shape how large firms work for years to come, with the same focus on meaningful innovation.” — Ben Nicholson, General Manager, UK Enterprise at Clio.

Built for Scale, Designed for Growth

Clio Operate is purpose built for firms with more than two hundred users operating across multiple offices and jurisdictions. Its low code and no code configuration capabilities enable internal solution architects to model complex legal workflows without traditional development cycles.

The platform supports thousands of matter types through inheritance based data structures that preserve data integrity while maintaining flexibility. Pre-built configuration accelerators allow firms to deploy practice-specific workflows and launch new service lines in months rather than years.

“Large law firms are ready for a different conversation about technology,” continued Nicholson. “They want platforms that help them move faster, grow responsibly, and maintain control. Clio Operate meets that moment.”

Availability

Clio Operate is now available to large and mid sized law firms across North America. Executive briefings and product demonstrations will take place at the Clio booth at the Javits Center during Legalweek New York.

For more information, visit

clio.com/operate.

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Clio Announces Season 3 of Matters Hosted by Jack Newton

Hosted by CEO and Founder Jack Newton, Clio’s podcast returns with candid conversations about the forces transforming the legal profession

Clio, the global leader in legal AI technology, today announced the launch of Season 3 of its acclaimed podcast, Matters hosted by Jack Newton, Clio’s CEO and Founder. The show brings together thought leaders from across the legal ecosystem, from law firm partners and in-house counsel to innovators, technologists, and champions of access to justice.

As the legal profession navigates shifting client expectations and the adoption of new technologies, Matters explores the most compelling challenges, opportunities, and solutions shaping the industry today. It serves as a critical resource for legal professionals, legal tech enthusiasts, and future-minded firm owners seeking to navigate the changing landscape.

“Recording this season of Matters made it clear just how much the legal industry is changing and how many smart people are driving that change,” said Jack Newton, CEO and Founder of Clio. “I had the chance to talk with an incredible range of founders, innovators, and big thinkers. Every conversation left me with a new idea, a new perspective, or a new question about where the industry is headed next.”

Season 3 launches today and lineup

Season 3 launches today including an exclusive interview with Bob Simon, Co-founder of The Simon Law Group and Justice HQ. The premiere episode, “Mastering the Modern Courtroom: Innovation, Empathy, and Personal Injury Success with Bob Simon,” explores how empathy and cutting-edge technology are reshaping trial strategy.

The guest lineup features prominent voices including Sarah Lewis, Associate Professor at Harvard University; Bob Ambrogi, Founder of LawSites and leader in the legal tech space; Ian Manuel, acclaimed author and criminal justice reform advocate; Damien Riehl, renowned legal technologist; and Jacqueline Schaefer, Founder and CEO of Clearbrief. These episodes provide actionable takeaways for legal professionals looking to modernize their practice.

Availability

The podcast is available in video and audio formats across a wide range of platforms. Listeners can tune in to the audio versions on Apple Podcasts, Spotify, Amazon Music Podcasts, and Pocket Casts. Full video episodes, alongside transcripts and highlight reels, will be available on YouTube Podcasts.

For more information, show notes, and to subscribe to episode updates, visit the Clio podcast hub at
clio.com/podcast.

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