Clio Release Notes

Clio, the global leader in legal AI, today announced the launch of Review Playbooks in Vincent, Clio’s legal AI platform for large law firms and corporate legal teams. Review Playbooks turn years of negotiating experience into defined standards that can be applied consistently across contract review.

Until now, much of that negotiating knowledge has remained scattered across past agreements, internal guidance, and individual experience. Review Playbooks gives Vincent a way to work from the positions a firm has already established. Teams define which terms they prefer, which they are prepared to accept, and which require pushback. Vincent then assesses incoming agreements against those standards, explains how each term compares with the firm’s position, and proposes redlines directly in Microsoft Word. Lawyers decide which changes to accept, reject, or revise.

“The value of legal AI comes from how well it understands the human judgment behind the work,” said Dan Hoadley, Senior Director, Product Management at Clio. “Review Playbooks gives Vincent a way to reflect the standards firms and inhouse teams have developed through years of practice, making that expertise more consistent, accessible, and actionable across the organization.”

Getting contract standards into Vincent does not require firms to start from scratch. A playbook can be created from an existing guidelines document, three or more contracts that reflect outcomes the team is comfortable with, or a conversation describing how the firm approaches particular terms. Vincent uses that material to organize positions as Preferred, Acceptable, and Unacceptable, turning existing know-how into a framework that can be reused across matters.

From there, the review happens wherever it’s most convenient for the lawyer. Vincent checks each agreement against the playbook, surfaces unacceptable terms first, and provides its reasoning alongside a proposed redline, whether run directly within Vincent or through the Clio for Word add-in. Suggested language can be accepted, rejected, or adjusted as a tracked change in the Word add-in, keeping the lawyer in control while making the firm’s standards easier to apply consistently. The Clio for Word add-in remains the preferred workflow for lawyers who want to review and edit in one place, while working directly within Vincent offers a streamlined option focused on review.

The same approach extends to how those standards are governed. Builder and Admin roles can create and edit playbooks, while attorneys can read and run them, allowing teams to control who defines negotiating positions and how broadly they are applied. That structure helps preserve consistency without separating review from the lawyers responsible for the final judgment.

For Clio, Review Playbooks marks a broader step in making Vincent more tailored to the firms and legal teams that use it. Vincent can now draw on the negotiating standards an organization has developed through its own work, allowing legal AI to reflect not only the substance of a contract, but the judgment behind how a firm chooses to negotiate it.

Review Playbooks is now available in Vincent. For more information, visit clio.com/enterprise/vincent.

Visualizations turns what legal professionals need to see, understand, or track into a custom interactive tool built for that moment

Clio, the global leader in legal AI, today introduced Visualizations in Clio Work, a new capability that lets legal professionals describe a tool or view they need — such as an interactive chronology, settlement calculator, client dashboard, or firm-wide performance view — and have Clio Work build it for them.

Visualizations can draw from the details of a single matter or bring together information across matters for a client, practice area, or the firm. Legal professionals simply describe what they want to see in natural language, and Clio Work determines what information is relevant, writes and runs the code, and builds a custom interactive view for the work at hand. Because Clio Work already understands what a firm is working on, there’s no need to connect another system, export data, or manually provide the underlying context.

Creating those kinds of visualizations has traditionally meant purchasing a separate tool. Legal professionals had to export data to a spreadsheet, slide deck, or word processor, and build the final product by hand. Now, legal professionals can generate those views in the same place they perform the rest of their legal work.

“Traditionally, lawyers have been limited by what their tools were built to show them,” said John Foreman, Chief Product Officer at Clio. “Clio Work changes that. Legal professionals can define what they need in the moment, instead of being limited to the reports, dashboards, and tools someone anticipated and built in advance. The experience can take shape around the work, rather than the work having to fit the tool.”

Create custom views for every role in the firm

Unlike traditional reporting tools that rely on predefined templates, Clio Work generates each visualization for the request. It identifies the relevant information in the matter, then writes and runs the code to create the visualization without requiring the legal professional to export the data or build the output somewhere else.

Building from the matter also means Clio Work can surface important details as it works. If a lawyer asks for a divorce settlement calculator, for example, it can recognize that the marital home is valued differently in the financial disclosure and a later appraisal, then account for that discrepancy in the model. When connected to Clio’s broader Intelligent Legal Work Platform, Clio Work can draw on additional context from across the firm.

Clio Work can visualize:

• Matter performance: Fees, hours, and who’s working the file, all in one view.
• Chronologies and deal timelines: Key events, documents, and dependencies mapped across a matter.
• Disclosure and closing: What’s received, what’s outstanding, and what’s due next.
• Client and practice views: Matters brought together by client or practice area.
• Firm-wide performance: Realization, utilization, caseload distribution, and new matter sources.

Every visualization remains subject to the lawyer’s review before it leaves the firm, and each one can be downloaded and shared with a partner, a client, or a colleague without any additional tools. The feature supports roles across a firm, from the lawyer developing strategy for a divorce agreement to the business development representative bringing in new clients.

“Every matter is different, so the way you work with it should be different too,” said Foreman. “Visualizations lets Clio Work create the right view for the work at hand, so legal professionals can make more of the information they already have.”

Visualizations is now available to Clio Work customers. Learn more at clio.com/work.

Canadian firms can now manage their books alongside matters, billing, and payments, reducing the need to reconcile records across separate systems and helping maintain compliance.

Clio, the global leader in legal AI, today launched legal accounting for Canadian law firms in Clio Manage. Firms can now manage matters, billing, payments, and bookkeeping in one connected system, carrying financial information through from the work performed to the books and reports used to run the firm. Built for solo, small, and mid-sized firms across Canada, the functionality is designed around the financial realities of running a law firm, including the trust accounting requirements set by provincial and territorial law societies.

Canadian law firms operate within a demanding regulatory framework. Lawyers are responsible for the accuracy of their financial records, regardless of who manages the books, with trust accounting carrying particular weight–errors are among the leading causes of lawyer discipline in Canada. Maintaining a clear connection between the matter and the firm’s financial records gives lawyers greater oversight of their accounting obligations.

Legal accounting in Clio Manage creates that connection by bringing billing, payments, and bookkeeping together. Firms gain a more current view of their financial position while reducing the need to reconcile information across separate tools. Transactions are reflected in the financial record as work happens, helping firms keep their books current and maintain compliance with applicable law-society requirements.

Firms in Canada can now use accounting in Clio Manage to:

• Complete three-way reconciliation of the trust ledger, client ledgers, and trust bank statement.
• Track GST, HST, QST, and PST, apply the correct rate by province, and capture input tax credits so records are ready for the CRA and the firm’s accountant.
• Report on an accrual or cash basis, with profit and loss statements, tax summary reports, balance sheets, and trial balances.
• Connect Canadian bank feeds for CAD accounts and print Canadian cheques.
• Move through guided Canadian onboarding and setup to get firms up and running.
• Simplify routine bookkeeping with bank feed categorization and suggested matching to reduce mistakes.

“Canadian law firms should not have to separate the books from the work that creates the transactions,” said Luke Slan, General Manager, Canada at Clio. “By bringing legal accounting into Clio Manage, firms can carry billing and payment information into their financial records, reduce cross-system reconciliation, and maintain clearer oversight of their trust obligations.”

CloudAct CPA Professional Corporation, an accounting consultant involved with piloting accounting for Canadian firms, added, “Clio’s accounting functionality has been designed for Canadian law firms, including accrual reporting, GST/HST tracking and bank feeds. It eliminates duplicate data entry, gives firms and their external accounting/finance team secure access from anywhere, and makes the move away from older desktop software much less intimidating. I would encourage every Canadian law firm to consider legal accounting in Clio before its next month-end.”

Legal accounting is available to Canadian law firms in Clio Manage starting September 23, 2026. Learn more at clio.com/ca/manage.

Following Clio’s acquisition of Jurisage, Vincent now brings hundreds of thousands of Canadian judicial decisions and legislation into the same verified legal AI platform used for complex research, drafting, and analysis.

Clio Announces Canadian Case Law and Legislation in Vincent

Clio, the global leader in legal AI, today announced that Vincent, its AI platform for legal professionals, now includes Canadian case law and legislation. The milestone builds on Clio’s June 2026 acquisition of Jurisage, the Canadian legal AI and data company whose dataset has since been ingested and validated to meet the standard Vincent applies to every jurisdiction it serves.

For Canadian firms, this marks the first time Vincent is available to support their work directly, opening access to more complex research, drafting, and analysis involving Canadian law, including matters that span jurisdictions, large bodies of documents, and extensive legal authority.

That capability builds on Clio’s recent acquisition of Jurisage, the Canadian legal AI and data company. At the time, Jurisage’s database included more than 470,000 Canadian cases across 40 courts, updated daily. The collection has since grown beyond 567,000 judicial decisions, alongside federal and provincial legislation across Canada’s common law provinces.

“Canadian firms are working on increasingly complex matters that demand both speed and confidence in the underlying law,” said Jack Newton, CEO and Founder of Clio. “Bringing Canadian authority into Vincent gives lawyers a much larger canvas for what they can confidently ask AI to do, from sophisticated research across jurisdictions to analyzing extensive records and developing complex legal arguments. This creates a much deeper foundation for legal AI across the Canadian market.”

Vincent is grounded in Clio’s legal content, allowing it to work from authoritative Canadian sources as lawyers move through different types of legal work. That foundation supports both substantive analysis and citation verification, so Vincent can trace its responses back to the underlying authorities and check existing citations against the law. Coverage now extends across all common law provinces, with Quebec and Nunavut legislation still in progress.

For Clio, this marks the next stage of its investment in the Canadian legal market following the acquisition of Jurisage, bringing Canadian legal authority directly into the environment where lawyers are researching, analyzing, and producing legal work.

For more information, visit:

clio.com/ca/vincent.

Legal AI grounded in primary law and matter records lawyers can verify, now available to Vincent and Clio Work customers.

Clio, the global leader in legal AI, today announced that Vincent is available in Codex, through a new MCP plugin. Lawyers can now bring Clio’s authoritative legal content and matter context into Codex, extending substantive legal work without losing the connection to the sources and context behind it.

The quality of legal AI depends on the information it can access. Vincent is grounded in a deep legal data foundation, connecting legal professionals directly to the authority, court record, and matter context behind the analysis.

That foundation brings together Clio Library and Docket Alarm. Clio Library contains more than one billion legal documents across more than 100 countries, including case law, statutes, regulations, administrative decisions, and secondary sources. Docket Alarm adds more than one billion court records and filings. Together, they allow Vincent to reason across both the law governing a matter and the record of how it is unfolding.

Making those capabilities available within Codex as a plugin provides legal teams with a broader way to move through complex work while preserving continuity across research, analysis, and drafting. The legal sources remain connected as the work develops, giving lawyers visibility into the authority and record supporting the analysis at every stage.

With Clio’s plugin for Codex, legal teams can oversee more complex substantive work in the same environment, drawing on Vincent’s legal data as part of the research, analysis, and drafting process.

“Legal teams are increasingly working across multiple AI environments, and they need the same level of trust and rigor wherever that work happens,” said Jonathan Watson, Chief Technology Officer at Clio. “Bringing Vincent into Codex gives firms greater flexibility in how they work without compromising the legal foundation behind the answer.”

How it works: from legal research to case strategy in one continuous workflow

Once enabled, Clio’s plugin links Codex to a firm’s Clio account through MCP. Codex can then call on Vincent’s legal and docket capabilities as needed within a broader request, bringing those resources into the flow of the task without requiring lawyers to move between separate systems.

A litigation team preparing for a client meeting, for example, can start with the current status of a matter and upcoming deadlines. Vincent can retrieve the docket, analyze relevant orders and filings, and establish the procedural posture of the case. From there, the team can move into judicial analysis and legal research, using Clio Library to identify controlling authority and assess the legal issues raised by the record.

As the matter develops, Codex can retain the relevant procedural and legal context across the task, reducing the need to reassemble information at each stage. That accumulated context can then inform outputs such as a client presentation covering case status, key rulings, legal arguments, risks, and next steps, with citations preserved to the underlying sources.

Legal work and firm data remain governed within Clio

Using Clio’s plugin in Codex does not change where a firm’s legal work or records are managed. Matter information, documents, calendaring, filing, billing, and other core records remain in Clio, while the plugin allows Codex to access relevant Vincent capabilities when needed.

Client data and information accessed through the plugin remains subject to the same confidentiality, security, and governance commitments that apply across a firm’s Clio account. Firms decide whether to enable the plugin, and lawyers remain responsible for reviewing any output before relying on it.

“Legal AI at this level depends on the depth, structure, and provenance of the information behind it,” continues Watson. “Clio Library and Docket Alarm give Vincent access to authoritative law and the court record at extraordinary scale. Making that foundation available within Codex allows legal teams to carry trusted legal context through research, analysis, strategy, and finished work while maintaining the control the profession requires.”

For more information, visit www.clio.com/enterprise.

Clio Manage and Clio Work launch today in Spain, following the largest technology acquisition in Spanish history and a year of integrating vLex’s legal data legacy into a global AI platform

Clio, the global leader in legal AI, today launched its platform in Spain for the first time, introducing two products: Clio Manage and Clio Work. Together, they let a law firm handle both the running of its business and the actual practice of law in one system, replacing the mix of spreadsheets, paper files, and separate tools many firms rely on today. The launch caps a story that began 25 years ago in Spain, long before Clio ever entered the market.

That story starts with vLex. Over the past quarter century, the Barcelona-based company built one of the most comprehensive legal databases in the world from its base in Spain, compiling case law, legislation, and legal documents from dozens of countries into a single, searchable, verified source used by lawyers, courts, and legal researchers across the globe. Long before “legal AI” became an industry-wide conversation, vLex was already doing the harder, less visible work underneath it: building the trusted legal data that any credible legal AI would eventually depend on. Spain, through vLex, became one of the most important places in the world for that work.

Clio recognized the significance of what vLex had built. Last year, Clio acquired vLex in the largest technology acquisition in Spanish history, a US $1B deal that brought a global leader in legal practice software together with the company that had quietly built the data backbone for legal data and AI worldwide. Over the past six months, Clio and vLex have operated as one company, integrating vLex’s legal data foundation directly into Clio’s platform and investing back into the Spanish market to build toward this moment.

Today, that investment becomes real for Spanish legal professionals. Clio Manage is practice management technology that helps a law firm track its cases, bill and invoice clients, manage calendars and deadlines, and handle client communication, all from one place. Clio Work is where lawyers do the legal work itself: drafting documents, researching case law, and preparing filings, built on vLex’s verified legal data. Together, the two products let a firm run its entire practice, from the business side to the legal work itself, in a single system, something Spanish law firms have not had access to before.

“This is a homecoming as much as it is a launch,” said Jack Newton, CEO and Founder of Clio. “vLex spent 25 years building trusted legal data right here in Spain, and that work quietly shaped legal AI far beyond this country’s borders. Today, we’re bringing all of that back to Spanish lawyers inside a platform built for how they practice.”

“Spain sits at the center of our global expansion strategy,” said Sarah Murphy, GM, International at Clio. “Most markets we enter, we’re building a presence from scratch. In Spain, we already had 25 years of legal technology leadership through vLex, work that shaped legal research and legal AI well beyond this country’s borders. Launching Clio Manage and Clio Work here lets us build directly on that foundation, in the market where it started, and that’s exactly why Spain is one of the most important moves in our international growth right now.”

Clio’s presence in Spain reflects a company built at a genuine global scale: more than 400,000 customers across 130 countries, approximately 2,500 employees, and more than 10 hub offices worldwide, with Barcelona serving as the company’s base in Spain. That scale is what makes today’s launch possible, but Spain’s own legaltech legacy through vLex is what makes it meaningful. Few countries have shaped the underlying infrastructure of legal AI the way Spain has over the past 25 years, and this launch is the next chapter of that story rather than the start of a new one.

Clio Manage and Clio Work are available starting today for legal professionals across Spain. More information is available at vlex.es.

August updates

August updates include Vincent in Clio Operate, live docket research in every thread, prompt-built Studio workflows, and more. See what's new in Vincent.

Most legal AI systems live outside the matter, forcing lawyers to leave the work to find answers. August closes that: Vincent now works in Clio Operate itself, researches live US court records alongside case law with Docket Insights, and drafts Studio workflows from plain language.

Each release builds Vincent deeper into the work itself. Here’s what’s new.

Vincent in Clio Operate: AI that works inside the matter

On August 25, Clio announced Vincent in Clio Operate, bringing Vincent directly inside the platform where large firms and organizations manage their most complex legal work. Together, the release brings the matter, the AI that acts on it, and the verified law behind it into one place.

Vincent now reasons over live Clio Operate matters: the documents, phases, tasks, workflows, and history. It draws on the matter’s own workflows and chronology as they exist inside Clio Operate rather than on files uploaded to a separate chat. Every Vincent interaction inherits the matter’s permissions and audit trail, and outputs save straight back to matter fields, chronology, and Wiki pages.

It’s the foundation of a platform where legal AI moves with the matter rather than sitting beside it, grounded in a legal library of more than a billion primary sources that Clio owns outright.

Read the full Vincent in Clio Operate announcement.

Docket Insights: Live court records in every research thread

Published opinions are a court’s final word, but they’re only a fraction of what happened to get there. The motions filed, the arguments made, the hearings held, and the procedural back-and-forth all shape how and why a ruling came out the way it did.

Docket Insights surfaces all that context inside Vincent, turning research from reactive to contextual. Vincent now researches roughly 1 billion US federal, state, bankruptcy, and administrative court records alongside case law, in the same conversation, automatically when a question calls for it or directly through /docket insights. This feature brings:

• Full docket workflow in one thread: Search court records, pull and summarize docket sheets, and read filings, then keep going with follow-up questions instead of restarting the search each time.
• Judge and opposing counsel profiling: See directional patterns on how a judge tends to rule or how opposing counsel has litigated, built from available filings.
• Source documents through Docket Alarm: Firms with a Docket Alarm subscription can click straight through a citation to the underlying filing. Without one, you can still view up to three dockets a week before being prompted to set up access.

Docket Insights turns context into case strategy, reading opposing counsel’s tendencies and benchmarking how similar disputes have played out. Lawyers move from researching an issue to examining filings to drafting a response, all without leaving the thread.

Read the full Docket Insights announcement.

Studio Natural language workflow builder: Describe a workflow, get a starter draft

Describe a workflow in plain language and Studio drafts the steps, inputs, and actions for you, landing in an editable draft for review.

Type a request like “summarize new client intakes and email the assigned attorney” and Studio pre-populates a starter workflow in draft state.

Get to a faster draft to refine instead of a blank canvas to build from.

See it in the Studio Tutorial Library.

Studio Model selector: Choose which model runs your workflows

Studio workflows already run on Clio’s chosen model by default. Model selector extends that: firm admins can test a workflow across Claude, GPT, and Gemini before choosing which one becomes the default execution engine for that workflow.

Run the same workflow against more than one model in test mode and compare outputs side by side. Once you select a preferred model, it runs that workflow for the whole organization.

See it in the Studio Tutorial Library.

Legal research in Studio: Sourced answers, built into the workflow

Any workflow can now call Vincent’s own research directly, as a starting point or mid-process. The research becomes context that carries into every step that follows, so a partner’s research process, the specific jurisdictions, the format, the sequence, gets applied consistently across every matter and every associate who runs the workflow, not just the one who built it.

Add a “Run legal research” step at the start of a workflow or drop it in mid-process. The next step receives a citation-backed summary as context to work from.

It’s built for research you need done a specific way: a specific format, specific jurisdictions, or a process you need to rerun the same way every time.

See it in the Studio Tutorial Library.

Conversation status: Track every thread’s status at a glance

History view already showed every past conversation. Conversation status extends that with a live indicator for where each thread stands, so you can monitor several tasks at once without opening each one.

• In progress: Vincent is still working the thread.
• Completed: Shown as unread or read, so you know whether you’ve seen the result yet.
• Action required: The thread needs your input before it can continue.
• Error encountered: Something needs your attention before the thread can proceed.

Six releases this month, all pointed toward one direction: less switching, more work done where the matter already lives.

That’s the August release. See you next month.

Litigators can now research primary law, secondary analysis, and live U.S. court records in the same Vincent conversation, bringing a more complete view of the litigation landscape into case strategy.

Clio, the global leader in legal AI, today announced Docket Insights, a new capability that provides Vincent direct access to Clio’s own live record of roughly one billion U.S. federal, state, bankruptcy, and administrative court records.

Litigation strategy depends on far more than published law, yet the information lawyers rely on to understand how a case may unfold is often fragmented across separate research tools, docket systems, and court records. That means the procedural history of similar matters, prior filings, judicial patterns, and opposing counsel experience can sit apart from the legal research and analysis already underway. Docket Insights closes that gap by bringing live court records into Vincent alongside Clio’s primary and secondary legal sources, giving litigators a more complete view of both what the law says and how comparable issues are playing out in practice. The result is a stronger foundation for assessing risk, shaping strategy, and deciding what to do next.

Docket Insights runs within Vincent’s existing agentic chat, where Vincent can determine whether a question calls for published law, court records, or both. It can search dockets, read and summarize filings, identify similar motions and fact patterns, and surface how comparable issues have unfolded in other proceedings. It can also provide directional insight into judges and opposing counsel based on the filings available.

“Litigation strategy depends on understanding both what the law says and how similar issues have unfolded in court,” said John Foreman, Chief Product Officer at Clio. “Docket Insights gives litigators access to both within Vincent, creating a stronger basis for assessing risk, developing strategy, and deciding how to move a matter forward.”

Supporting the full life cycle of legal work

By adding current court activity to Vincent’s legal research capabilities, Docket Insights allows the procedural record to inform the work that follows. Lawyers can move from researching an issue and examining comparable filings to developing arguments and beginning a response within the same thread, carrying relevant context forward as the work progresses.

Docket Insights is available now to litigation teams using Vincent. Coverage and timeliness vary by court, and Vincent is designed to surface those limitations rather than imply greater certainty than the available record supports. Insights derived from court filings reflect patterns in available data and are intended to inform, not replace, professional judgment.

For more information, visit clio.com/enterprise.

Litigators can now research primary law, secondary analysis, and live U.S. court records in the same Vincent conversation, bringing a more complete view of the litigation landscape into case strategy.

Clio, the global leader in legal AI, today announced Docket Insights, a new capability that provides Vincent direct access to Clio’s own live record of roughly one billion U.S. federal, state, bankruptcy, and administrative court records.

Litigation strategy depends on far more than published law, yet the information lawyers rely on to understand how a case may unfold is often fragmented across separate research tools, docket systems, and court records. That means the procedural history of similar matters, prior filings, judicial patterns, and opposing counsel experience can sit apart from the legal research and analysis already underway. Docket Insights closes that gap by bringing live court records into Vincent alongside Clio’s primary and secondary legal sources, giving litigators a more complete view of both what the law says and how comparable issues are playing out in practice. The result is a stronger foundation for assessing risk, shaping strategy, and deciding what to do next.

Docket Insights runs within Vincent’s existing agentic chat, where Vincent can determine whether a question calls for published law, court records, or both. It can search dockets, read and summarize filings, identify similar motions and fact patterns, and surface how comparable issues have unfolded in other proceedings. It can also provide directional insight into judges and opposing counsel based on the filings available.

“Litigation strategy depends on understanding both what the law says and how similar issues have unfolded in court,” said John Foreman, Chief Product Officer at Clio. “Docket Insights gives litigators access to both within Vincent, creating a stronger basis for assessing risk, developing strategy, and deciding how to move a matter forward.”

Supporting the full life cycle of legal work

By adding current court activity to Vincent’s legal research capabilities, Docket Insights allows the procedural record to inform the work that follows. Lawyers can move from researching an issue and examining comparable filings to developing arguments and beginning a response within the same thread, carrying relevant context forward as the work progresses.

Docket Insights is available now to litigation teams using Vincent. Coverage and timeliness vary by court, and Vincent is designed to surface those limitations rather than imply greater certainty than the available record supports. Insights derived from court filings reflect patterns in available data and are intended to inform, not replace, professional judgment.

For more information, visit

clio.com/enterprise

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One year after acquiring vLex, Clio is entering a new phase of global growth, advancing legal AI, expanding its international footprint, and building a platform designed to serve the full breadth of the legal profession and the institutions that shape it.

Clio, the global leader in legal AI, today unveiled a wave of product and company innovation that reflects a year of significant evolution across its platform, global business, and reach across the legal profession.

The vLex acquisition marked a defining step in Clio’s evolution and a clear bet on the future of legal technology: that authoritative legal information should be connected directly to the systems lawyers use to manage their firms, matters, and work. By bringing vLex’s global legal database and AI capabilities into Clio’s platform, the company set out to connect the law with the context, knowledge, and workflows that shape legal decisions.

Less than a year after completing the acquisition in November 2025, that thesis is taking shape across Clio, expanding what the platform can do, broadening the organizations it is built to serve, and accelerating the company’s growth across global markets.

Clio has surpassed US$500 million in annual recurring revenue and continues to expand rapidly across the legal market, serving organizations from solo and small firms to the world’s largest law firms, government organizations, and corporate legal departments. That growth is being matched by a broader global footprint, with more than 2,000 employees across offices in North America, Europe, Latin America, and Australia, including a new United States headquarters in New York.

“A year ago, we made a defining bet that context would determine the future of legal AI,” said Jack Newton, CEO and Founder of Clio. “A model on its own can only take you so far. Give it the world’s legal knowledge, the context of the matter, and an understanding of how an organization works, and entirely new capabilities become possible. That was the vision behind bringing Clio and vLex together, and just a year after signing our intent to acquire, we’re seeing it come to life across our platform and our business.”

One platform that brings the full context of legal work together

Over the past year, Clio has accelerated product development around a clear direction for legal AI, bringing more of the context that shapes legal work directly into the platform. Recent product launches have advanced that strategy across three areas: authoritative law, the organization’s own standards and methodologies, and the evolving context of the matter itself.

Clio’s governed legal database provides the authoritative foundation behind that work. The launch of Docket Insights extends it with live United States court activity, giving litigators access to current developments alongside primary and secondary law as they research, assess risk, and shape strategy.

Clio has also expanded how AI can reflect an organization’s standards, methodologies, and ways of working. With Vincent Studio, Skills, and Memory, firms and corporate legal departments carry their own standards, methodologies, and accumulated expertise into recurring legal work, while Clio for Word brings that context directly into drafting and review.

Most recently, and at the center of those advances, is the launch of Vincent in Clio Operate, bringing research, analysis, drafting, and agentic capabilities into the platform where complex legal work is built, run, and closed. Because Clio Operate preserves the facts, history, decisions, standards, and ways of working developed over the life of a matter, Vincent can draw on that organizational record alongside Clio’s governed legal library to help lawyers identify risks, develop strategy, and determine the strongest path forward.

Taken together, these advances are bringing the full context of legal work into one platform, connecting authoritative law, organizational knowledge, and matter context so each can inform the work as it evolves.

“The speed and breadth of what Clio has built over the past year reflect the scale of the opportunity ahead,” said Ronnie Gurion, President and COO at Clio. “We have entered new markets, expanded the organizations we serve, grown our global presence, and turned major investments in AI into capabilities lawyers can use today. What is coming together across Clio gives us the ability to innovate across the legal profession at a level that was not possible even a year ago.”

From serving law firms to shaping the broader legal system

Clio’s growing presence among large law firms and corporate legal departments is also opening a new frontier beyond legal practice itself, extending into the institutions responsible for interpreting and administering the law.

Clio is establishing a new business dedicated to serving courts and the judiciary, led by newly appointed Senior Vice President, Judiciary Pablo Arredondo, one of the pioneers of modern legal AI.

The move represents a natural extension of the platform Clio has assembled. The same foundation that allows Clio to connect authoritative law with the work of legal organizations creates an opportunity to build technology for the institutions responsible for interpreting and administering that law.

“The judiciary is one of the most consequential places this technology can go next,” said Arredondo. “But building for courts requires a fundamentally different standard. Judicial independence, integrity, rigor, and trust have to be part of the foundation. Clio has assembled an extraordinary combination of legal data, AI, and legal technology, and we now have an opportunity to apply that foundation thoughtfully to a part of the legal system that has historically been underserved by technology.”

One year into a much bigger vision

The progress of the past year has positioned Clio to pursue a much larger opportunity: bringing together the technology, legal knowledge, and context required to fundamentally change how legal work moves through the profession and the institutions around it. As those capabilities converge, Clio is building toward a future where technology plays a more active role in advancing legal work, expanding what legal professionals can accomplish and opening the door to entirely new categories of legal technology.

“The future of legal AI will be defined by how deeply it understands the work around it,” said Newton. “We have spent the past year building the foundation for that future. Now we have the opportunity to create entirely new categories of technology, expand what legal professionals are capable of delivering, and redefine what a legal technology platform can be.”

Grow AI works around the clock to capture the right leads and turn them into clients.

Clio, the global leader in legal AI, today launched Grow AI, a set of AI features within Clio Grow that work around the clock to turn inquiries into clients. Grow AI transforms Clio Grow into an engine that drives firm growth, even when lawyers are busy.

Bringing in new business is often expensive and high-touch. It requires marketing expertise and an advertising budget that many firms lack. Yet many firms still monitor phone lines, inboxes, and web forms manually, screening leads and following up by hand before determining whether an inquiry is worth pursuing.

As uncovered by Clio’s Legal Trends Report, 79% of prospective clients expect a reply within 24 hours. However, 67% of firms don’t respond to email inquiries and 48% don’t respond to phone inquiries. Many leads also come in after hours, when firms are least equipped to respond. Those missed opportunities can lead to higher acquisition costs; firms increase ad spend to attract customers they should have already captured.

Grow AI is a direct answer to that problem. Data from Grow AI shows nearly 50% of leads captured with the tool occurred outside normal business hours, demonstrating the impact it can make on a firm’s revenue growth.

“A two person firm shouldn’t need a call center or a marketing department to compete with the biggest firms in the country,” said John Foreman, Chief Product Officer at Clio. “Grow AI gives them the same always-on response and the same judgment about which leads are worth pursuing, built directly into the platform they already run their practice on.”

From first contact to an active matter

Grow AI monitors a firm’s phone lines, inbox, and website chat for new activity. A call, email, or chat message triggers an immediate response: the agent answers questions, captures contact and case information, and checks the lead against the firm’s own case lead scoring and conflict rules.

That scoring is trained on the firm’s own case history. Every hired matter, every declined case, and every past outcome becomes a signal, so Grow AI learns the shape of the cases a specific firm wins and applies that judgment to each new lead the moment it arrives.

At the firm’s discretion, well-suited leads are booked directly into a consultation. Grow AI automatically follows up with leads that stall using firm-approved messaging. Those that go cold are flagged for a person to close out.

That always-on approach drives firm growth. Clio data shows matters are three times more likely to convert to hired when Grow AI is used.

“We’ve hired 1-2 additional clients a month just by having Grow AI handle after-hours calls that otherwise would have gone to voicemail,” said Christian Moreno, Intake Paralegal, Rosenberg Perry & Associates. “I’m not digging through messages in the morning either. The leads are already sitting in Clio Grow with the notes done.”

Driving growth across the client journey

Grow AI is a connected set of capabilities that automates the client acquisition process. The system includes:

• Phone, email, and website chat agents that answer common questions, capture information, and begin the intake process automatically.
• Lead assessment based on the firm’s criteria, including case type, location, and conflicts, scoring leads by patterns from past successful cases.
• Automated lead intake that collects information and schedules qualified leads into a consultation.
• SMS and email to chase outstanding intake forms, unsigned agreements, and unscheduled consultations. Cold leads are flagged for follow-up or closure.
• Client reconnection emails that deploy after the matter closes to stay top of mind, secure referrals, and surface repeat work.

Once a lead is won, the resulting matter carries into Clio Manage with the context of the client relationship intact. Contact history, case details, documents, and billing information remain connected to the same client record as the matter moves through its operational life. The data also flows into Clio Work, where it’s used to enrich how lawyers research, analyze, and draft.

That continuity reflects how Clio is intentionally designed as a legal AI platform. Clio Grow provides the environment where firms find and convert the right clients. Clio Manage carries the resulting matter through the operational life of the matter. Clio Work uses all relevant information to support substantive legal work.

Together, they give Clio a differentiated foundation unlike other legal technology providers: the acquisition of new clients, the management of the resulting matter, and the practice of law itself, all connected through one Intelligent Legal Work Platform.

Firms only pay for results

Clio research reveals the average law firm spends 8% more on marketing each year than it did the last. And yet many firms remain unsure that their marketing is working. Grow AI is designed to close that gap without requiring firms to add headcount, hire a call center, or manage a separate piece of software.

Clio believes that AI is only impactful for lawyers when it drives outcomes that align with their needs. That’s why firms pay only when Grow AI helps turn a lead into a client.

For example, firms pay when a client is hired who was captured through the voice agent, or when Grow AI revives a prospect who has stopped responding and they go on to sign their engagement agreement. If Grow AI had no role in the hiring, there’s no charge. Legal professionals are able to set a monthly spending target to keep costs predictable, so a firm can let Grow AI answer inquiries without worrying about the bill for the leads that don’t convert.

Grow AI is available now in Clio Grow. Phone agents are currently supported in the U.S., with additional regions to follow. Existing Clio Grow customers get their first three hired matters through Grow AI at no cost.

To learn more, visit https://www.clio.com/features/law-firm-client-acquisition/.

AI Summary

Clio Docket, now integrated directly into Clio Work and Clio Manage, transforms the way law firms track and act on court developments. By providing real-time public docket monitoring, access to over 1 billion shared federal and state court filings, and seamless syncing with matter workflows, it enables attorneys to immediately turn legal intelligence into action.

Court activity doesn’t happen on your schedule. A filing can appear overnight. An order can change the direction of a case. A hearing can be rescheduled before your workday begins.

Keeping up often means monitoring email alerts, logging into PACER or another court system, downloading documents, and copying new information into your client file before you can determine what needs to happen next.

Clio Docket is now available in Clio Work, creating a more direct path from court activity to legal work. Connect a case once and Clio Docket monitors the docket for new filings, court orders, and scheduling changes. When something changes, your firm receives an alert and can review the development, retrieve the relevant documents, search more than 1 billion U.S. federal and state court filings, and use that context in research, strategy, and drafting.

Clio Docket is also available in Clio Manage, where firms can keep court activity, deadlines, documents, and follow-up work connected to the client matter.

From court activity to legal work

1. Never miss a court development

Search for a public court case by party, case number, keyword, or court, then connect it to the corresponding matter in Clio.

From there, Clio Docket monitors the case for new filings, court orders, and scheduling changes. When the court moves, your firm receives an alert tied to the relevant matter, so the team can see what changed and determine what needs attention next.

“I’ve been asking Clio to build this for years. I wake up to an alert that something was filed overnight, and right away I know what matters and what to act on,” said Dmitriy Stadlin, a solo litigator practicing criminal defense and civil rights.

2. Find the filing without the extra work

When a court document is available online, you can retrieve it through Clio Docket and save it directly to the relevant client matter.

Traditionally, lawyers retrieve those same documents through PACER or another court system, where filings are generally purchased on a per-page basis. It’s also common to ask around the firm to see whether someone has already paid for the document before purchasing it again.

Clio Docket works differently.

Once a court document has been purchased and added to Clio Docket’s collection, it can be accessed by other Clio Docket customers without requiring each firm to purchase the same filing again.

That means you’re searching more than 1 billion U.S. court filings through a continually growing collection that expands as new documents become available. Instead of repeatedly paying for the same filings, you can spend less time tracking them down and more time putting them to work.

When you find the filing you need, you can save it directly to the client matter and immediately use it in Clio Work to inform your research, strategy, and drafting.

3. See what changed in the case and decide what to do next

A new filing is only one part of what the docket tells you. The docket also shows how the case has developed, which deadlines or scheduled events may be affected, and what the team may need to address next.

Whether you open the docket proactively or arrive through an alert, you can review the latest development alongside the history of the case and the broader context of the matter.

From there, the work continues in Clio Work. Research the legal issues raised by the development, compare relevant motions, briefs, pleadings, and orders from other proceedings, and use those materials to shape your strategy and drafting.

Instead of treating the alert, the filing, and the resulting legal work as separate steps, the firm can move from seeing what changed to deciding what to do next.

“Clio Docket has saved me three times already. I’ll get an alert that something needs to be filed today, when I only had vague knowledge it even needed to be filed. As a solo, that’s the difference between catching it and not,” said Amanda Simmons, a solo litigator specializing in special education and civil litigation.

4. Keep the matter moving in Clio Manage

Legal work doesn’t end when the research or drafting is complete.

Clio Work connects with Clio Manage, so the work remains tied to the operational life of the matter. Retrieved filings, court activity, deadlines, tasks, communications, documents, time, and billing stay connected to the same client record.

For litigation teams, Clio Manage becomes the operational hub for the matter. New court activity can trigger updated deadlines, follow-up tasks, and next steps without relying on disconnected emails, spreadsheets, or manual updates.

“The more everything integrates, the more it becomes a clean hub of all your relevant facts, matters, billables. You see everything in one place. That just streamlines the time the attorney has to spend on the matter,” said Adam Grant, a solo litigator practicing in LA County probate.

5. Built as a connected legal AI platform

This workflow reflects how Clio is intentionally designed as a legal AI platform.

Rather than separating the systems used to manage matters from the tools used to perform legal work, Clio brings them together around a shared understanding of the client matter.

Court activity discovered through Clio Docket flows naturally into research, strategy, and drafting in Clio Work, while the resulting deadlines, documents, tasks, communications, time, and billing continue in Clio Manage.

The result is continuity. Instead of repeatedly moving information between disconnected tools, your firm’s context moves with the matter, helping you understand what changed, determine what to do next, and carry that work through to resolution.

Built on Docket Alarm

Clio Docket was introduced at ClioCon 2025 as the evolution of Docket Alarm. The latest release brings its court search, document retrieval, and docket monitoring capabilities directly into Clio Work and Clio Manage for eligible solo, small, and midsized firms.

Together with Clio Work and Clio Manage, Clio Docket extends Clio’s connected legal AI platform from managing matters to understanding and acting on what’s happening in court.

Start your free trial of Clio Work today

Clio Docket is one more example of how Clio is expanding what’s possible with a connected legal AI platform.

While Clio Docket helps bring court activity into your workflow, Clio Work helps you turn that information into action through AI-powered research, strategy, and drafting, all grounded in the context of your matters.

Start your free trial to explore how Clio Work helps legal professionals move work forward.

Clio Docket is now available in Clio Work, giving litigators a direct path from discovering a court development to researching the issues, shaping strategy, and drafting the work that follows. The resulting documents, deadlines, and next steps can then carry into Clio Manage, keeping the matter connected through execution.

Clio, the global leader in legal AI, today made Clio Docket available in Clio Work. The launch brings court monitoring, search across more than 1 billion U.S. federal and state court filings, and retrieved court documents directly into Clio Work, where legal professionals can turn new court activity into research, analysis, strategy, and drafting.

A new filing, order, or scheduling change can immediately alter a case. Yet many litigation teams still monitor developments through email notifications, PACER, and separate docketing tools before manually moving that information into the client file and determining what needs to happen next.

With Clio Docket in Clio Work, firms can connect a public court case to the corresponding client matter, monitor it for new activity, retrieve relevant filings, and immediately begin the substantive legal work that follows.

From court activity to research, strategy, and drafting

Once a court case is connected to a matter, Clio Docket monitors the public docket for new filings, court orders, and scheduling changes. Alerts are tied to the affected client matter, and retrieved documents can be reviewed alongside the broader context of the case.

In Clio Work, lawyers can research the issues raised by a new development, compare similar motions, briefs, pleadings, and orders from other proceedings, develop litigation strategy, and begin drafting a response.

“Clio Docket has saved me three times already. I’ll get an alert that something needs to be filed today, when I only had vague knowledge it even needed to be filed. As a solo, that’s the difference between catching it and not,” said Amanda Simmons, a solo litigator specializing in special education and civil litigation.

“I wake up to an alert that something was filed overnight, and right away I know what matters and what to act on,” added Dmitriy Stadlin, a litigator practicing criminal defense and civil rights.

More than 1 billion court filings, ready to put to work

Clio Docket gives legal professionals access to more than 1 billion U.S. federal and state court filings. Litigators can search by party, case number, keyword, or court to retrieve documents from their own cases or identify relevant motions, briefs, pleadings, and orders from other proceedings.

Unlike traditional court access systems, where firms often pay each time they retrieve a filing, Clio Docket builds on a shared document collection. Once a document has been purchased and added to the collection, it can be accessed by other customers without requiring the same filing to be purchased again.

The collection continues to expand as new documents are added. When lawyers find the filing they need, they can pull it directly into Clio Work to research related issues, compare legal approaches, shape litigation strategy, and support drafting.

A connected legal AI platform, by design

Clio Work and Clio Manage work in tandem to give legal professionals one complete picture of the matter. As substantive legal work is completed in Clio Work, it carries into the matter in Clio Manage, alongside the deadlines, tasks, communications, time, billing, and other activity tied to that client and matter.

That continuity reflects how Clio is intentionally designed as a legal AI platform. Clio Work provides the environment where legal professionals understand the facts, determine what they mean, and produce the work that follows. Clio Manage carries that work through the operational life of the matter.

Each product delivers value independently. Together, they give Clio a foundation that other legal technology providers cannot replicate: connecting the work lawyers do with everything that keeps a matter, and a firm’s business, moving forward.

Instead of moving documents between separate research, drafting, and practice management systems, firms can move from discovering a court development to acting on it and managing the resulting work without rebuilding context at every stage.

“The more everything integrates, the more it becomes a clean hub of all your relevant facts, matter, billables. You see everything in one place. That just streamlines the time the attorney has to spend on the matter,” said Adam Grant, a solo litigator practicing in Los Angeles County probate.

Building on the foundation of Docket Alarm

Clio Docket is the evolution of Docket Alarm, the litigation intelligence company Clio acquired in 2025 as part of the vLex acquisition.

The latest release builds on that technology by bringing its court search, document retrieval, and docket-monitoring capabilities directly into Clio Work, with the resulting legal work and next steps able to continue in Clio Manage.

The release also broadens access to litigation technology that has historically been concentrated in larger firms. According to the American Bar Association’s 2024 Legal Technology Survey Report, 27% of solo attorneys and 38% of small-firm attorneys reported access to litigation support software, compared with 73% of attorneys at large firms.

“Court activity can change the direction of a case in an instant,” said Ed Walters, VP of Legal Innovation and Strategy at Clio. “Bringing that activity into Clio Work gives legal professionals a more complete way to work, with the information and tools they need to understand the matter, make decisions, and move the work forward all in one place.”

Clio Docket is available beginning August 18, 2026, to eligible Clio Work customers in supported U.S. jurisdictions. Coverage varies by court. Interested firms can learn more and explore Clio Work at clio.com/work/docket.

July brings Vincent Skills, Memory, visual document review, and a sharper GPT-5.6 model, plus a new claimant PI framework in Clio Operate.

A matter doesn’t stay with one attorney for its whole life: it gets picked up, set down, and handed off, and something gets lost each time. This month, Vincent starts closing that gap.

A firm’s drafting standards now travel with every attorney, and case history carries forward across sessions instead of resetting. Vincent also reads more of the file, tables, photos, handwriting, and redlines. The research gets sharper with the move to GPT-5.6.

Claimant personal injury teams get a working England and Wales framework in Clio Operate that covers the full case lifecycle. Read more about what’s new.

Vincent Skills: your standards, applied to every matter

Your firm can set its preferred drafting structure, analytical framework, or house voice once, and Vincent applies it the same way across every matter.

In every draft, it follows how your law firm works, including the format and organization, the reasoning approach it applies across matters, or the tone and style. Once set, Vincent applies your firm’s standards consistently across outputs, for every matter and every attorney.

Memory: matter history that doesn’t reset

Vincent now carries persistent awareness across sessions, so key dates, prior advice, and open questions are still there when you return, even after weeks, without having to be repeated or reconstructed.

Nothing gets lost between sessions. Memory removes the need to repeat details, prior advice, and strategic decisions every time you return.

Visual document review: Vincent reads what’s on the page

Legal documents carry more than typed text. Tables, diagrams, photos, and handwriting appear throughout a file, often on scanned pages. Vincent now reads all of it, leaving no layer behind.

Vincent decides when to look closer, opening an image or section when the prompt points to it, and surfaces the relevant exhibit automatically when the answer depends on a visual element. Attorneys can also ask Vincent to check a specific table, diagram, or exhibit directly, especially useful when visual accuracy has to be confirmed.

Vincent reads tracked changes and comments the same way, picking up both the document’s language and what’s still being proposed around it. Ask it to “summarize the proposed changes” or “list the open comments,” and it walks through what changed round after round and flags which comments are still open.

Sharper research, powered by GPT-5.6

We upgraded Vincent’s underlying model to GPT-5.6 and validated it against our legal research evaluation suite.

Compared with GPT-5.5, it delivers 6% higher completed-answer quality based on expert-defined research criteria, and surfaces 6% more of the expected authorities during the research process, for a more complete first pass.

Better answers and broader research mean lawyers start stronger, before they’ve even opened the first document.

A running start on claimant PI

Standing up a practice area like PI on a new platform normally takes months of configuration. Our new Clio Operate solution accelerator gives you a working claimant PI model on day one, then your team can shape it to how you actually work, so you get to value far faster and with less risk.

The accelerator includes a pre-built configuration pack of content, covering the claimant personal injury case lifecycle in England and Wales, from matter setup through settlement and closure, complete with automated workflows,phase plans, key dates, data-capture forms, a risk scorecard, and heads of loss ready to go.

Start from a working framework and shape it to your firm in Clio Operate.

That’s the July release. The goal stays the same each month: less friction, more fit for how firms already work. See you next month for our September update.

Clio Work is Clio’s legal AI workspace, built to draft, research, and analyze alongside you while adapting to how you work best. It’s leveling up and now shows up in more of the places you already work.

Clio for Word brings Clio Work into Microsoft Word. Clio Grow data and insights can now be surfaced in Clio Work. Skills allow Clio Work to save how you want work performed so your tone, structure, and standards are always accounted for. Memory brings context forward from every past interaction, so how you work is never forgotten.

Here’s what’s new:

• Clio for Word: Legal AI inside your word processor
• Grow Intelligence: Business development that reads the signal
• Skills: Your way of working, codified and scaled
• Memory: Clio Work now remembers everything

Clio for Word: Legal AI inside Microsoft Word

Most lawyers live in Microsoft Word. Until now, that meant copying and pasting text, and jumping back and forth between multiple tools to work with AI.

Enter: Clio for Word.

Clio for Word brings Clio Work’s drafting, analysis, and review directly into the environment where most legal professionals work every day.

Lawyers can now leverage one of the world’s largest legal libraries to generate drafts and adapt precedents, all while receiving revision suggestions. Matter context and firm precedent follow you into Word, so drafting, revising, and reasoning is always informed by past legal work.

What you can do

• Draft in seconds, with full context: Generate drafts and adapt precedents, with the context of your matter and relevant case law.
• Revise with control: Clio Work reads the active document, proposes edits as track changes, and iterates conversationally.
• Analyze with confidence: Surface legal, structural, and persuasive risks. Every research result is citation-backed and linked to its source, so you know exactly where your insights come from.

Clio Grow Integration: The full client picture, from intake to active matter

A client’s story rarely starts when a matter is opened. There’s usually an intake form, a consultation, and a signed engagement letter before any of that happens. For firms using Clio Grow, that context has always lived there.

Now it’s connected. Clio Work can access your Clio Grow data directly, so the full client picture across intake responses, consultation details, pipeline stage, and signed documents is right there when you need it, without switching between tools.

Not on Clio Grow yet? This is a good reason to take a look. Firms that use Clio Grow alongside Clio Work get a complete view of the client journey from the very first inquiry, with Clio Work able to act on that context the moment a client is ready to convert.

What you can do

• Check intake readiness before opening a matter. Ask Clio Work whether a prospect is ready to convert and it will review their intake form, consultation status, and any outstanding requirements, then tell you exactly what’s done and what’s missing.
• Get full client context before starting legal work. Ask for a summary of what you know about a client and Clio Work pulls together the intake form, consultation notes, and submitted documents into a single brief. No digging through Grow manually.
• Convert retained prospects into active matters. Once a client is ready, Clio Work can create the matter using the intake details already collected. You review a preview and confirm before anything changes.
• Follow up on stalled intakes. Ask why an intake isn’t ready and Clio Work identifies the gap. Tell it to send a reminder and it drafts the follow-up using the right Grow template, ready for your approval.

Every action is confirmed before it happens. Clio Work shows you what it found and what it plans to do, and you stay in control throughout.

This release is only available to firms who have Clio Grow & Clio Work.

Skills: Save how you work so Clio Work matches your standards

Every legal professional has their way of working: unique standards, structure, and tone. Until now, that knowledge lived in a person’s head or in a shared document. Now it is integrated directly into Clio Work.

With skills, Clio Work can save each firm or legal professional’s unique way of working and apply it consistently, helping teams operate efficiently at scale. Examples include the way a partner likes their demand letters drafted, how redline analysis is written, or the matter summary format the firm has standardized are all applied each time Clio Work performs that task.

Two types of skills

• Custom skills: Describe in plain language your preferences and standards for a specific task or outcome, and Clio Work saves those directions as a reusable skill. Building skills is as easy as starting a conversation with Clio Work. You can also dive deep into specific edits in the Skills editor.
• Pre-loaded skills: Built by Clio, skills like “discovery review” and “memo drafting” are available to use right away to get you started.

Check out this video to see skills in action.

Memory: Clio Work now remembers everything it’s done

Clio Work always understood your matter and the relevant law. But knowledge captured during one conversation did not extend to future ones.

Now Clio Work retains everything. It can draw on past interactions to surface how a task was done, the parties involved, drafting decisions, and individual preferences like style and tone. This helps legal professionals pick up where they left off, even if they haven’t worked on the matter in a while.

What Memory holds

• Key facts: including parties, jurisdictions, and matter changes.
• Individual preferences: including drafting style and tone.
• Past conversations: including related legal outcomes and what you did previously.

Looking ahead

If you haven’t tried Clio Work yet, now is a great time to see what it can do for your practice. Start your free trial and put it to work on your next matter.