Clio Launches Document Management System Integrations for Clio Work
March 26, 2026
New DMS integrations connect firm knowledge directly to AI-powered legal workflows
Clio, the global leader in legal AI, today announced new document management system integrations for Clio Work, enabling lawyers to access firm knowledge directly from leading repositories within a single AI-powered workspace.
The new integrations connect Clio Work with widely used platforms including NetDocuments, SharePoint, OneDrive, and Google Drive. By making firm documents available directly inside Clio Work, lawyers can examine relevant materials, draw on institutional knowledge, and continue their work without leaving the platform.
As lawyers increasingly use AI to analyze issues, review documents, and shape legal strategy, the quality of that work depends on access to the documents and knowledge stored across the firm. Too often, that means jumping between systems, downloading files locally, and losing momentum in the process.
Clio’s document management integrations for Clio Work address this challenge by allowing lawyers to:
- Browse native folder structures from connected repositories
- Access firm documents directly within Clio Work
- Bring documents into their workspace for examination and analysis
- Connect institutional knowledge to AI-driven legal work
“With both Legal Pad, our drafting workspace in Clio Work, and document management integrations for Clio Work, lawyers can unify analysis and document creation in one workflow without losing the context that shaped the work,” said John Foreman, Chief Product Officer at Clio. “When knowledge and analysis come together in the same workflow, lawyers can move from documents to legal insight much faster.”
These integrations maintain the governance controls, access permissions, and authentication requirements firms already rely on in their primary systems, helping security teams preserve established controls while expanding access to matter-related knowledge inside Clio Work.
This launch reinforces Clio’s continued investment in Clio Work as a matter-aware AI workspace that connects legal analysis with the documents lawyers rely on every day.