Clio Named the Legal Tech Provider of RBC’s Beyond Banking Program

RBC selects Clio as the trusted legal technology provider for its Beyond Banking portal, offering Canadian legal professionals access to the world’s only Intelligent Legal Work Platform.

Clio, the global leader in legal AI, today announced a strategic collaboration with Royal Bank of Canada (RBC) that designates Clio as the trusted provider focused on the legal sector within RBC’s Beyond Banking portal. This initiative will help equip Canadian legal professionals with the tools necessary to modernize their practices, enhance client service, and improve business operations.

Through this collaboration, legal professionals, law firm owners, and managing partners who are RBC clients will receive access to Clio’s platform, including a 25%* discount on their first year of subscription. The offer reflects a growing need for legal technology that supports both growth and retention, as highlighted in Clio’s Legal Trends for Canadian Law Firms report, where 66% of Canadian legal professionals said AI has improved firm revenue and 74% said it has made them more likely to stay at their current firm.

“As a company founded in Canada, we are incredibly proud to collaborate with RBC, an institution that shares our commitment to the success of Canadian business owners,” said Luke Slan, General Manager, Canada at Clio. “Managing a law firm requires balancing legal expertise with rigorous business operations. By naming Clio the trusted legal provider within RBC’s Beyond Banking program, we’re empowering legal professionals with direct access to the tools they need to modernize. This collaboration helps ensure that RBC clients can easily adopt Clio’s platform at a preferred rate for the first year, allowing firm owners to spend less time on administration and more time leveraging legal AI to grow their practices.”

The collaboration addresses the challenge many firms face by helping bridge the gap between financial management and legal practice management. Clio’s addition to RBC’s Beyond Banking platform also reflects their broader approach to delivering value for its legal clients beyond traditional banking services.

“Legal professionals are navigating rapid change in how they serve clients and run their practices,” said Sarah Pendrith, Vice President, Commercial Banking Strategy. “Through RBC’s Beyond Banking platform, we aim to connect our clients with trusted solutions that help them run and grow their businesses more effectively. Our collaboration with Clio gives Canadian law firms access to tools that can streamline operations, strengthen client relationships, and allow firms to focus on the work that matters most.”

This collaboration comes at a pivotal time for Clio. Following the recent strategic evolution of its product suite, Clio continues to define the future of legal work. This collaboration ensures that Canadian firms of all sizes have access to the technology required to work smarter, faster, and more securely.

RBC clients can learn more about this offer and redeem their discount by visiting https://www.clio.com/ca/web/rbc/. 

No endorsement of any third parties or their advice, opinions, information, products, or services is expressly given or implied by Royal Bank of Canada or its affiliates.

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/ca/.

About RBC

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 101,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.‎

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/peopleandplanet.

Aperçu de RBC

La Banque Royale du Canada est une institution financière mondiale définie par sa raison d’être, guidée par des principes et orientée vers l’excellence en matière de rendement. Notre succès est attribuable aux quelque 101 000 employés qui mettent à profit leur créativité et leur savoir-faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l’une des plus grandes banques du monde. Nous avons adopté un modèle d’affaires diversifié axé sur l’innovation et l’offre d’expériences exceptionnelles à nos plus de 19 millions de clients au Canada, aux États-Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com. 

Nous sommes fiers d’appuyer une grande diversité d’initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour en savoir plus, visitez le site rbc.com/gensetplanete.