Clio Release Notes

Vincent Studio

A new feature that allows law firms to create and manage AI workflows based on how their work is done

Clio, the global leader in legal AI technology, today announced the launch of Vincent Studio, a new feature available to large law firms and enterprise legal teams that allows organizations to tailor how Vincent is used across their business. Vincent Studio enables teams to embed their processes, expertise, and standards directly into AI-powered workflows, helping them scale institutional knowledge while maintaining consistency and governance.

As legal AI adoption continues to expand, firms are increasingly focused on how technology can support their existing ways of working. Many organizations struggle to apply generalized AI tools to complex and highly differentiated legal practices. Vincent Studio addresses this challenge by allowing firms to design workflows that reflect how work is actually performed inside the firm, capturing the accumulated judgment and experience that define its approach to legal service delivery.

“Law firms build value through the consistent application of judgment, experience, and process, but that knowledge is often difficult to scale across a growing organization,” said John Foreman, Chief Product Officer at Clio. “Firms need technology that strengthens how they work rather than introducing variability. Vincent Studio gives firms a practical way to embed their processes and standards directly into AI workflows, allowing their best ways of working to be applied consistently across teams. This helps firms expand the use of AI with confidence, improve quality and consistency in legal work, and maintain the level of oversight that enterprise legal practice requires.”

Vincent Studio replaces ad hoc prompting with structured, no-code workflows designed to support real legal and business processes. Through an intuitive builder interface, firms can create, refine, and manage workflows that guide users through complex work in a consistent and repeatable manner. Each workflow is composed of configurable components that define how work is performed and how outputs are generated, ensuring results align with firm standards regardless of who is using Vincent.

By structuring work in this way, Vincent Studio enables firms to formalize best practices and make them available across teams and offices. Lawyers at every level benefit from workflows that reflect firm-approved approaches, helping reduce variability in output while increasing confidence and efficiency. Over time, this approach allows institutional knowledge to remain within the firm and continue to build as workflows are refined and expanded.

Early adopters are already seeing the impact of Vincent Studio on innovation and client service.

“We are thrilled to be one of vLex’s thought partners in the development of Studio,” said Evan Shenkman, Chief Knowledge and Innovation Officer at Fisher Phillips. “Our attorneys have already seen enormous benefit from leveraging Vincent’s workflows to provide faster, better service to our clients, but the launch of Studio has dramatically expanded our firm’s ability to creatively innovate on Vincent.”

For enterprise legal teams

For enterprise legal teams, Vincent Studio supports broader adoption of AI by providing a clear framework for governance and quality control. Firms are able to apply AI in a way that aligns with internal expectations, supports risk management, and strengthens operational consistency. Vincent Studio reinforces how firms already operate and provides a foundation for scaling those approaches responsibly.

Vincent Studio has already been deployed with select enterprise customers through early access and beta programs, where it has supported the standardization of complex processes and enabled confident expansion of AI usage across teams. With this launch, Clio continues to evolve Vincent to meet the needs of enterprise legal organizations focused on long-term operational excellence and sustained competitive advantage.

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AI Summary

Matter-aware AI, like Clio Work, revolutionizes legal practice by connecting authoritative legal research directly to your case files, moving legal work from fragmented inefficiency to connected intelligence.

• Eliminate wasted time on manual context building by leveraging AI that understands your entire matter file (documents, timeline, jurisdiction) before you even ask a question.
• Get research, analysis, and early drafts tailored to your specific case, grounded in a vetted legal database of over 1 billion documents with confidence scoring.
• Build institutional knowledge that compounds across matters, ensuring prior work is reusable and your firm’s collective intelligence grows instead of disappearing.

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

Lawyers spend nearly one-fifth of their working hours on legal research, according to the ABA. That’s one full day every week. 52 days a year. And it’s not just the searching that consumes time, it’s everything around it: copying citations, sifting through noisy keyword results, manually connecting findings back to the matter, and starting from scratch on the next case because none of that knowledge carries over.

The challenge isn’t just inefficiency. It’s fragmentation. Tools operate in isolation, research lives in silos, and valuable case context disappears the moment a matter closes. But what if your legal AI was matter-aware, if it understood both the case you’re working on and the law that governs it?

This article explains what matter-aware AI is, how it works differently from other AI tools, and why it marks a turning point in how legal work gets done.

Work smarter with AI that knows your matters. Get research, analysis, and drafts tailored to your case, without the manual work. See Clio Work in Action.

What is matter-aware AI?

Matter-aware AI is legal artificial intelligence that connects directly to your practice management system and automatically understands your entire case file (—your documents, timeline, work product, and matter details) —before you even ask a question.

Most AI tools work differently: You type a question, they search a database, and return an answer. The problem? They have no idea what you’re working on.

You could be researching motion to dismiss standards for a contract dispute in California, but unless you explicitly tell the AI every relevant detail in your prompt (the jurisdiction, the procedural posture, the specific contract terms, the opposing party’s arguments), it’s answering in a vacuum.

Matter-aware AI changes this. Instead of relying solely on what you type, it already knows the case you’re working on because it maintains real-time understanding of your entire matter file.

How matter-aware AI understands your case

When you ask matter-aware AI a question, it instantly pulls from your matter file to deliver research and analysis tailored to your specific situation.

Here’s what it can access:

• Your complete document file: Every filing, contract, email, discovery response, and piece of correspondence. The AI reads and understands them the moment they’re saved to your matter. No manual uploads.
• Your case timeline: Key dates, deadlines, statute of limitations, procedural milestones. The AI knows exactly where you are in the lifecycle of the case and what’s coming next.
• Your work product: Notes from client meetings, internal memos, task lists, case strategy observations. The institutional knowledge your team has built gets factored into every analysis.
• Your jurisdiction and practice area: Based on your matter details, the AI automatically narrows research to the laws, courts, and precedents that actually apply. No need to specify “California contract law” every time.
• Real-time updates: When new discovery comes in, when opposing counsel files a motion, when a judge issues a ruling, the AI’s understanding evolves automatically. You’re always working from current reality, not yesterday’s snapshot.

This means when you ask a question, you’re not starting from zero. You’re starting from a foundation of everything the AI already knows about your case. The research isn’t just legally accurate, it’s contextually relevant to your specific matter. That shift, from prompts to context, changes what’s possible.

From AI “answers” to matter-aware outcomes

For lawyers, this transforms the research-to-draft process. Instead of disconnected tools and manual integration, you get connected intelligence.

Traditional legal workflows rely on disconnected systems. Research happens in one tool, documents live in another, notes scatter everywhere. Every new task means manually rebuilding context, copying information between platforms, and redoing work already done on similar matters.

The costs compound quickly. Critical facts get overlooked when research lives separately from your case file. Work quality varies because knowledge stays with individual lawyers instead of in shared systems. Hours disappear to context-switching and redundant work. This can lead to burnout, errors, and increased risk of missed deadlines, unchecked citations, and misapplied precedent.

Matter-aware AI eliminates this fragmentation. Research, analysis, drafting, and case context connect in one system where knowledge compounds instead of disappearing. You get work product tailored to your case because the AI already knows your documents, timeline, jurisdiction, and procedural posture. Research from past matters becomes reusable. Drafts come pre-filled with your facts and relevant authority. Update your files, the AI updates its understanding.

Practice the future of law today

With Clio Work, you go beyond generic chatbots and use AI that understands the context of your matters and delivers precise, cited legal research, analysis, and drafting that moves your cases forward.

Discover Clio Work

What matter-aware AI looks like in practice

Let’s say you’re evaluating a motion for summary judgment in your case. Other AI tools might give you relevant case law on summary judgment standards. Matter-aware AI, on the other hand, provides an analysis identifying three potential weaknesses in opposing counsel’s argument based on the disputed facts in paragraphs 14–18 of your complaint, along with a draft framework for an opposition brief that draws on the evidence already contained in your authorized case file.

Now say you need to draft an NDA for a new partnership. Other AI tools will give you standard NDA templates. Matter-aware gives you a first draft tailored to this specific partnership, informed by the five similar NDAs in your matter files and the confidentiality concerns from your January 15 client meeting, with three clauses flagged for your review.

That’s not just faster research. That’s work you can build on immediately.

The foundation that makes it possible

However, context alone isn’t enough. For matter-aware legal AI to deliver on this promise, you need other essential capabilities to ensure you can use the tool responsibly, trust the output, and comply with your professional duties. Five capabilities must work together: matter awareness via direct integration with your practice management system, an authoritative legal database with verified sources, citation verification with confidence scoring, workflow integration where insights flow into action, and enterprise security (SOC 2 Type 2, ISO 27001, GDPR, HIPAA). Without all five, you’re back to tool sprawl. With them, your practice gets smarter with every case.

Introducing Clio Work

Clio Work is part of Clio’s Intelligent Legal Work Platform and the first AI built specifically for legal practice that unites case-specific insights with comprehensive legal authority.

Drawing directly from your matters in Clio Manage—your documents, communications, notes, deadlines, tasks, and custom fields—the system updates automatically as your case evolves. This gives Clio Work a real-time, accurate understanding of your matter’s context, so research and analysis always reflect the most current details.

At the same time, Clio Work is grounded in a comprehensive legal database of more than 1 billion documents across 100+ countries, encompassing primary law, secondary sources, historical statutes, procedural rules, and expert commentary.

This dual foundation means Clio Work is both legally authoritative and deeply informed about your specific case. Research is not only relevant to your jurisdiction and practice area, but also tailored to the unique details of your matters. Whether you’re conducting research, reviewing documents, or preparing early drafts, Clio Work can handle the heavy lifting so you can focus on judgment, advocacy, and client strategy.

What you can do with Clio Work

From natural language querying to context-aware drafting, Clio Work transforms how legal work gets done and opens up new possibilities.

Ask questions naturally

Forget Boolean operators and rigid keyword searches that force you to think like a search engine. With Clio Work, you simply ask what you want to know—plainly, conversationally, and focused solely on the issue:

• “Tell me about current litigation involving Tesla.”
• “How have courts in my jurisdiction handled non-compete agreements for executives?”

Clio Work interprets intent, not just keywords. It identifies the legal concepts behind your question, recognizes your jurisdiction, understands procedural posture, and delivers a clear, targeted answer.

Get research that’s authoritative and matter-aware

Unlike general-purpose AI tools, Clio Work’s responses come from a vetted legal database of more than 1 billion documents. Every citation includes confidence scoring and validation through Cert, Clio’s proprietary citator, so you always understand the strength and reliability of the authority in front of you.

Because Clio Work also understands your matter, it automatically aligns results with your case details—incorporating jurisdiction, timing, and procedural context without additional prompting.

If your work spans multiple jurisdictions, Clio Work conducts multi-jurisdictional research in a single step, saving you hours of parallel searching and manual comparison.

Analyze case documents with precision

Document review often demands hours of careful reading. Clio Work shortens that process by analyzing the documents saved to your matter and surfacing the information that typically takes the longest to uncover. It can:

• Summarize filings
• Build factual timelines
• Extract claims and defenses
• Help generate early drafts

Both litigators and transactional lawyers benefit from this.

For litigators, Clio Work helps map out issues, arguments, and admissions before you step into a strategy session.
For transactional lawyers, it highlights missing definitions, ambiguous language, or liability-shifting provisions before negotiations begin.

Instead of starting with a blank page or a stack of documents, you begin with a structured, digestible understanding of the most relevant details.

Get proactive recommendations and early drafts

Staying ahead of deadlines and deliverables is one of the most challenging aspects of legal practice. Clio Work helps by preparing early, context-informed drafts based on the activity in your case.

As documents are added, notes updated, or tasks created, the platform recognizes what you’re likely to need next and generates first-pass versions of defenses, clients communication summaries, and more.

These drafts give you a foundation grounded in the facts and law relevant to your matter, helping you respond faster, stay organized, and maintain momentum.

Build knowledge that compounds across matters

When research, analysis, and drafts all live in the same platform, your firm becomes smarter with every case.

Research doesn’t disappear when a matter closes. It stays attached and reusable. Contract analyses and memos can evolve into templates that save the next lawyer time. Drafts can be adapted and standardized. Analyses become institutional knowledge for new team members.

Paired with Clio Draft, this knowledge becomes even more actionable. Your research and analysis can turn into ready-to-file documents that auto-populate client and matter data, support e-signatures, and strengthen your template library over time.

Work that once took hours now takes minutes. And work done once becomes reusable across your entire firm.

What are customers saying about Clio Work

"Clio Work lets me handle everything securely inside Clio without stripping data for external AI tools. In one morning it analyzed a minute order, drafted a notice of hearing, reviewed a trust consent, and researched a trust petition issue—and that was a slow day."
Melissa Hamilton, Principal Attorney, Williams & Hamilton

"Clio Work allows me to do my tasks much faster and more thoroughly. We had a wrongful death case with thousands of pages of invoices, and I was able to quickly analyze that document production and make correlations that would have taken me quite a long time. I found specific invoices that were damning for the opposing counsel very quickly."
Jeremy Sims, Senior Paralegal, Rathbun, Cservenyak & Kozol

"Vincent (Clio Work’s AI agent) has become integral to my practice so quickly that I use it for almost everything in my daily workflow. I upload extensive documents and tell Vincent to ‘Draft a pleading that does X, identifying any potential issues with FL law.’ It cuts through the documents to find the critical facts and quickly drafts the pleading and proposed order. The ability to refine the argument through back-and-forth conversational editing is why I now use it for all my complex drafting."
Mr. Matthew Matechik, Attorney, The Matechik Law Firm PA

Why lawyers choose Clio Work

Clio Work succeeds where other AI tools fall short through a combination of unique capabilities built specifically for legal practice.

• Matter-aware intelligence
  Clio Work connects directly to Clio Manage, giving it a continuously updated view of your entire matter file—documents, emails, notes, tasks, deadlines, and more. As your case evolves, so does Clio Work’s understanding.

  • New discovery? Incorporated.
  • A ruling from the court? Understood.
  • A letter from opposing counsel? Analyzed.
    This ensures research and analysis stay relevant, not frozen at the moment you last uploaded documents.

• A trusted, authoritative legal foundation
  Clio Work is built on one of the largest legal libraries in the world: over 1 billion documents from more than 100 countries.
  Every answer is verifiable and grounded in primary authority. Each citation links directly to its source with confidence scoring and editorial validation. You always know where insights come from, how reliable they are, and whether they’ll hold up in court.

• One system of action
  Since Clio Work is part of Clio’s Intelligent Legal Platform, you benefit from the one platform advantage. Research flows into analysis. Analysis flows into drafts. Drafts save back to the matter.
  You’re not copying information between tools or losing context as work moves between platforms. Your team works from a single source of truth. Everyone sees the same information, updated in real time.

  This eliminates tool sprawl, reduces duplicated effort, and means your firm’s collective intelligence accumulates instead of scattering across disconnected systems, and most importantly, work moves forward.

• Enterprise-grade security you can depend on
  Clio Work is built to SOC 2 Type 2, ISO 27001, GDPR, and HIPAA standards and runs within Clio’s secure environment. Your client data is never exported to third parties, never shared, and never used to train AI models.
  Within the platform, permission-based access ensures lawyers see only the matters they’re authorized to view, protecting confidentiality across your firm.

Lead the next chapter of legal work

AI alone isn’t enough. What lawyers need—and what clients increasingly expect—is insight grounded in authoritative law, informed by the full context of a matter, and delivered in a way that accelerates strategy rather than slowing it down. Clio Work makes that possible by bringing together verified legal research, real-time case context, and proactive drafting in a single, connected system.

The result is a more confident, efficient, and informed practice. Legal research no longer resets with every new matter. Document review becomes strategic instead of exhausting. Drafting starts from a place of strength, not a blank page. Knowledge doesn’t vanish when a case closes. It compounds.

Clio Work helps you move from managing the work to advancing it. Every insight builds on the last, every hour saved goes back to your clients, and every matter benefits from the collective intelligence of your firm.

If you’re ready to transform how your practice works, and to lead the next chapter of legal work, Clio Work is ready to show you what’s possible.

Book a demo today and see how your matters move forward with AI that truly understands your work.

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Sixty-four authoritative titles across UK and EU law from Oxford University Press are now available in Clio Library, allowing Vincent users to access more legal knowledge in the award-winning platform

Clio, the global leader in legal AI technology, announced a new collaboration with Oxford University Press, one of the world’s leading university presses. The collaboration brings together Clio’s leading AI capabilities and expansive legal research library to further strengthen legal insights.

For centuries, Oxford University Press has advanced knowledge worldwide. As part of this library expansion, 64 authoritative UK and EU law titles and journals covering Intellectual Property, Antitrust, and Employment Law are now available within Vincent, Clio’s award-winning legal AI.

Legal professionals can ask Vincent natural language questions, build arguments, or explore legal propositions and receive comprehensive answers that combine Oxford University Press’s world-renowned scholarship with relevant case law, legislation, and regulatory materials from Clio Library’s global legal database of over 1 billion documents.

“High-quality legal AI requires expanding sources of authoritative legal knowledge,” said Ed Walters, Vice-President, Legal Innovation & Strategy at Clio. “We’re thrilled to grow the Clio Library with Oxford University Press’s UK and EU law content. It allows us to deliver reliable legal intelligence where lawyers need it most, leading to deeper insight and better outcomes for clients.”

“We are pleased to be working with Clio to extend the reach and impact of our authoritative legal publications,” said Merel Alstein, Head of Acquisition at Oxford University Press. “Legal professionals worldwide can incorporate world-class scholarship from Oxford University Press into their daily workflows through Clio.”

Spanning international and domestic specialities, key titles now available include Contract Law in Practice (Andrews) and Principles of International Financial Law (Bamford), alongside Carriage of Goods by Sea (Girvin) and Private International Law in English Courts (Briggs). A full list of titles available is here.

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.

About Oxford University Press

Oxford University Press (OUP) is a department of the University of Oxford. It furthers the University’s objective of excellence in research, scholarship, and education by publishing worldwide. OUP is one of the world’s largest university presses with a wide global presence.

It currently publishes thousands of new publications a year, has offices in around fifty countries, and employs approximately 5,000 people worldwide.

It has become familiar to millions through a diverse publishing program that includes scholarly works in all academic disciplines, bibles, music, school and college textbooks, children’s books, materials for teaching English as a foreign language, business books, dictionaries and reference books, and academic journals.

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AI Summary

2025 fundamentally redefined legal work by shifting the industry towards connected, AI-powered ecosystems, marking a new era of efficiency and expanded capability for law practices.

• The US$1 billion acquisition of vLex created the first Intelligent Legal Work Platform, unifying research, strategy, and drafting within continuous, matter-contextualized workflows.
• The launch of Clio for Enterprise and the acquisition of ShareDo (now Clio Operate) expanded offerings for large law firms and corporate legal departments.
• New financial solutions, including Pay Later with Affirm and Clio Capital, were introduced to address financial friction and improve firm cash flow.
• The evolution of Clio Duo into Manage AI provides actionable insights and keeps work unified across teams, accelerating progress and reducing context switching.

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

2025 was the year that legal work became connected.
As AI moved from novelty to necessity in most industries, Clio led the technological shift in the legal space, defining a new era of innovation and collaboration.
From closing landmark acquisitions to launching the legal industry’s first Intelligent Legal Work Platform, Clio’s focus in 2025 was on AI, enterprise tools, and making the whole ecosystem unlock smarter and faster ways for lawyers to work. We invested heavily in strengthening connections between research, drafting, firm data, and client outcomes.
Most importantly, we kept our vision fixed on our ultimate goals: building technology that helps legal professionals do their best work and transforming the legal experience for all.

A landmark year of growth, deals, and investments

For Clio, 2025 was a year of unprecedented growth, driven by strategic deals and acquisitions that fundamentally reshaped the legaltech landscape.

vLex acquisition

In June, Clio announced a definitive agreement to acquire vLex, completing the deal in November. At US$1 billion, this was the largest M&A acquisition in legaltech history.
By combining Clio’s legal operating system with vLex’s legal AI, powered by one of the world’s largest legal databases, lawyers can now move from research to case strategy to drafting, all within seamlessly connected workflows.
Now Clio brings together the business and practice of law, enabling lawyers to spend more time on strategy and client service, rather than juggling a web of separate tools.

ShareDo acquisition

In March, Clio officially entered the enterprise legal market with the strategic acquisition of ShareDo (now Clio Operate), the leading legal work management platform for large law firms.
Clio Operate has become the product foundation for our new enterprise division, Clio for Enterprise (more on that below), providing legal case management solutions for large law firms and corporate legal departments.

Series G funding

In November, Clio completed a Series G funding round, raising US$500 million at a US$5 billion valuation. This investment not only underscores the confidence of the world’s top investors in Clio’s financial performance but also accelerates our goal of defining the next era of legal technology by fueling long-term product innovation and global market expansion.

Clio Ventures’ investment in Definely

Clio’s investment arm, Clio Ventures, backed UK-based legaltech company Definely in its US$30 million Series B funding round.
Definely provides AI-powered drafting and contract review solutions, which allows legal teams to accelerate tasks like document creation and analysis.
This investment reflects Clio’s broader strategy of ensuring that lawyers don’t just use the best tools but rather connected ecosystems that improve overall efficiency and outcomes. In the future, all Clio users will be able to integrate Definely into their existing workflows through our extensive app ecosystem.
All these announcements underscore the amount of industry-defining innovation that happened at Clio in the span of a single year, and how we were able to expand the practice of legal work by connecting research, drafting, firm data, and client outcomes across Clio’s platform.

Introducing the Intelligent Legal Work Platform

In 2025, Clio launched the Intelligent Legal Work Platform, a new solution and legaltech product category that brings AI to every part of legal work. Its flagship workspace, Clio Work, unifies working on matters, research, and drafting into a single AI-powered workflow, helping lawyers move seamlessly from insight to action without switching between different product ecosystems.

What is Clio Work?

Clio Work is the legal industry’s first AI-powered workspace designed to turn siloed tasks into connected workflows. It was launched in 2025 to help lawyers save time, reduce errors, and focus on higher-value work, such as strategy and client service.

Traditional legal workflow (pre-2025) vs Intelligent Legal Work Platform (post-2025):

• Research is a separate step using standalone tools vs Research, analysis, and strategy happen inside Clio Work with matter context already available
• Search results depend on knowing what to ask for vs The system surfaces not only what is searched for but also relevant sources that were previously unknown
• Legal data lives in silos outside case management vs AI draws directly from documents, deadlines, tasks, notes, and communications already in Clio Manage
• Requires manual uploading or briefing before research vs No need to upload files or brief the system; the platform automatically knows the context of matters
• Keyword or Boolean searches constrain results vs Natural language understanding delivers precise, cited research grounded in law
• Drafting and analysis are separate tasks vs AI creates timelines, analyzes documents, and generates outlines, memos, and arguments within the same workspace
• Knowledge is hard to reuse and often forgotten vs Insights and outputs save back into matters, compounding firm knowledge over time
• Disjointed practice management and research tools vs One unified platform that connects matter data with a global law library and AI-powered workflows
• Frequent context switching slows momentum vs Continuous workflow reduces interruptions and accelerates progress
• Result: More context switching, manual work, and fragmented systems vs Result: A continuous, context-aware workflow that reduces switching and accelerates legal work

Clio Duo evolved into Manage AI

In 2025, Clio Duo, Clio Manage’s AI assistant, expanded to more countries and became available in Canada. At ClioCon 2025, in November, it also got a complete feature refresh and evolved into Manage AI.
Manage AI represents a significant shift in AI-powered workflows, from automating routine administrative tasks, to surfacing actionable insights contextualized to specific matters and clients, to keeping work unified across teams.

Clio for Enterprise

In 2025, Clio launched a new dedicated enterprise division, Clio for Enterprise, to serve the needs of large legal teams and corporate legal departments that often have complex workflows and need to integrate with dozens of existing tools.
Clio for Enterprise is a suite of best-in-class solutions: Clio Operate is a highly customizable work management platform, Vincent by Clio makes enterprise-grade legal AI analysis possible, Clio Library enables in-depth legal research, and Clio Docket provides industry-leading litigation intelligence.

How did Clio expand into enterprise legal technology in 2025?

Clio expanded into enterprise legal technology by launching Clio for Enterprise, a new enterprise division and a suite of products for large law firms, including Clio Operate, Vincent by Clio, Clio Library, and Clio Docket.

Capital and payments reimagined

Clio’s innovations in 2025 extended beyond legal workflows to address financial friction as well. This year, Clio introduced two significant advances in financial services offerings:

• Pay Later with Affirm gives approved clients the flexibility to pay legal fees over time in predictable installments. This innovation removes financial barriers for clients while improving firms’ cash flow and expanding market reach.
• Clio Capital provides a fast, reliable capital advance program that supports firms in managing cash flow and confidently investing in growth opportunities. Together with Pay Later with Affirm, it helps firms operate more smoothly and invest in their future.

App integration ecosystem

Clio’s app directory continued to grow and thrive in 2025, with partners and tools that enhance workflows and extend the reach of Clio products.
Clio’s annual Integration Awards highlighted the most innovative apps driving the future of legaltech and leveraging AI and data. Standout integrations and Integration Award winners included:

• Vera (Best New App) features an AI-powered timeline builder that extracts key dates from legal documents and syncs them to your Clio calendar.
• Clearbrief (Best Practice of Law App) offers an AI citation assistant that finds, verifies, and formats citations from discovery files directly in Microsoft Word, connecting research to drafting.
• CollBox (Best Business of Law App) automates collections and improves accounts receivable, ensuring firms can focus on lawyering instead of chasing payments.
  These innovative integrations strengthen the entire platform, saving time, reducing manual work, and helping legal teams focus on strategic work and delivering exceptional client service.

ClioCon 2025

Bringing together 2,700 in-person and 2,600 virtual attendees, ClioCon 2025 in Boston wasn’t just another conference but a true showcase of the future of legal work. ClioCon also offered a preview of where the industry expects to be in 2026 and beyond, setting the stage for the next era of legal work.
Highlights of ClioCon 2025 included:

• Jack Newton’s opening keynote: Clio’s CEO and Founder took the stage to kickstart ClioCon 2025, and it’s a must-watch to get a sense of the scale of all the major announcements.
• Inspiring keynote speakers: Psychotherapist Esther Perel talked about mastering relationship intelligence in legal practice, legal futurist and professor Richard Susskind presented on how AI will transform justice, and justice reform advocate JJ Velazquez shared his story about why justice reform is deeply human work.
• Clio After Dark: A headline performance from comedian and former lawyer Zarna Garg.
• Celebrating excellence: The Reisman Awards recognized firms and individuals driving innovation and community impact, while the Integration Awards highlighted the most forward-thinking apps in Clio’s app directory.
  The momentum is already building for next year. With a community pushing the industry forward and a platform growing in capability and impact, we’re excited to look ahead. In 2026, ClioCon returns to Boston on October 26–27. Get your tickets now before the price goes up.

The science behind smarter law: 2025 Legal Trends Report

The 2025 Legal Trends Report revealed a clear and compelling theme: technology, especially AI, is fundamentally rewiring how legal work gets done.
Backed by insights from an industry-first neurological study of legal professionals, the report explored how connected technology can significantly improve firm performance while reducing cognitive strain from managing scattered data and tools. Firms adopting AI-powered tools are seeing efficiency gains, stronger financial performance, and better client communication.
Companion reports for solo and small law firms and mid-sized firms surfaced important differences in adoption. While solo and small firms are lagging behind their larger counterparts in AI usage, mid-sized firms are leading the way, with nearly all now using AI in some capacity in their practice.
These insights reinforce why Clio is investing heavily in AI, research, and enterprise capabilities. The data makes it clear: the future of legal work belongs to firms that integrate technology into their workflow. Clio is building the infrastructure to bring that future to the present.

Recognition, culture, and impact

For Clio, 2025 was a year of recognition, growth, and giving back.
Awards and rankings:
Clio was named to Fortune’s The Future 50 List for the second consecutive year, appeared on the Forbes 2025 Cloud 100 list for the second year in a row, earned the 2025 Innovator of the Year by CIX Summit, and won a Stevie® Award for Sales & Customer Service. In G2’s Summer 2025 awards, Clio captured 35 badges and earned Grid Leader in five legal software categories.
Culture and employer recognition:
Clio’s commitment to people and culture was recognized with a Platinum designation by Canada’s Best Managed Companies and being named as one of Canada’s Most Admired Corporate Cultures™ for 2025. Clio was also recognized as one of Canada’s Top Employers for Young People and as one of Canada’s Top 100 Employers for 2026.
Community and philanthropy:
Clio contributed US$3 million to UBC Sauder’s Powerhouse Project, supporting entrepreneurship and innovation in Canada by helping to create long-term opportunities for students, startups, and the business community.
Together, these achievements, paired with our investment in people and community, underscore that Clio is building a company designed not just to last, but to lead the future of the legal profession.

Powered by people: leadership and team milestones

It wouldn’t be a Clio 2025 recap without highlighting some of the people behind our progress. This year, Clio strengthened its leadership and global team with key additions, including John Foreman who joined as Chief Product Officer to drive Clio’s product strategy and delivery, and Luke Slan, appointed as General Manager, Canada, supporting expansion in our home market.
As part of the vLex acquisition, Clio also welcomed new additions to the leadership team:

• Lluis Faus as Strategic Advisor & Interim Chief Content Officer
• Angel Faus as VP, Engineering
• Ed Walters as VP, Legal Innovation & Strategy
• Hugo Ruiz-Taboada as VP, Finance
• Nina Jack as GM, US Enterprise
• Betty Argiles as VP, Enterprise Strategy
  Our continued growth across global teams ensures that we can not only meet but get ahead of the evolving needs of legal professionals and spearhead responsible legal innovation.

Looking ahead: 2026 and beyond

In 2026, Clio will be focused on building the next era of legal work. We’ll continue deepening the Intelligent Legal Work Platform, scaling our enterprise offerings, and advancing responsible, legal-specific AI innovation.
Community will remain central to everything we do, including ClioCon 2026, ongoing research, and strategic partnerships.
As we enter this next chapter, our focus remains the same: to build technology that helps legal professionals operate with greater clarity, confidence, and connection. In 2026, we’ll work on even more opportunities for shaping what the future of legal work could look like—together.
Want to be a part of next year’s biggest announcement? Register for ClioCon 2026 and join us in Boston on October 26–27 to go beyond limits and explore what’s next.

Grab your 2026 ClioCon tickets!

Don’t miss 2026's Clio Cloud Conference taking place October 26-27 in Boston, MA. Secure your spot with either an in-person or virtual ticket—available now!

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Partnership announcement

This new integration streamlines matter management and communication for family law professionals, helping them better serve families in transition.

OurFamilyWizard, the industry’s most trusted co-parenting platform, and Clio, the global leader in legal technology, announced a new partnership designed to simplify and strengthen the way family law professionals manage their practice. As caseloads grow and documentation demands intensify, this integration brings new efficiency and accuracy to the tools practitioners rely on every day.

This marks the first practice management integration OurFamilyWizard has ever undertaken, connecting the platform’s trusted family communication tools directly with Clio’s intelligent legal work platform. By automatically transferring client communication records from OurFamilyWizard into Clio, legal professionals can eliminate manual downloads, reduce the risk of errors or incomplete files, and maintain accurate, complete case records with far less administrative effort.

“We’re thrilled to join forces with Clio to simplify the work of family law professionals and strengthen the tools that ultimately help families plan, organize, and communicate better,” said Nick VanWagner, CEO of In Tandem, parent company of OurFamilyWizard. “Our shared vision is to make the practice of family law more efficient and more human-centered, and this partnership is an exciting step toward that future.”

“At Clio, we’re focused on giving legal professionals technology that cuts through complexity,” said Harsha Chandra Shekar, Vice President of Business Development at Clio. “Integrating OurFamilyWizard into Clio’s Intelligent Legal Work Platform streamlines critical case information, so family law attorneys can spend less time chasing details and more time advocating for the families who need them most.”

Family law professionals sit at the critical intersection of legal process and family communication. This collaboration bridges that gap by seamlessly connecting the tools families rely on with the tools their legal teams use every day, ensuring case records remain complete, reliable, and ready for court.

Together, Clio and OurFamilyWizard are reimagining what’s possible for family law professionals and the families they serve, delivering better outcomes faster and with less administrative strain.

The integration between Clio and OurFamilyWizard is available now. Learn more and get started here.

About OurFamilyWizard

OurFamilyWizard is the world’s leading co-parenting communication platform, offering tools for families to support more seamless and successful parenting across separate homes. Since 2001, more than one million parents and family law practitioners have trusted OurFamilyWizard’s co-parenting platform to help divorced or separated families effectively manage audio and video calls, shared calendars, expenses, messaging, files and other critical family information. These tools can reduce the risk of parents returning to court.

OurFamilyWizard is part of In Tandem, a global technology platform dedicated to developing solutions that enhance connection, organization, and peace of mind across key stages and milestones of family life. Its portfolio includes OurFamilyWizard, Cozi, FamilyWall, and Custody Navigator. Learn more at InTandemFamilies.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.

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• 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.

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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.

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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.

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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.

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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.

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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.

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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.

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