Clio challenges the traditional model of legal work with the introduction of its reimagined AI platform
The new Clio experience changes how legal work gets done, connecting the business and practice of law with AI that understands context, coordinates tasks, and carries work forward across the firm, allowing legal professionals to set the direction and oversee progress.
Clio, the global leader in legal AI, today unveiled a completely reimagined Clio experience that changes how legal work gets done.
For the first time, the experience of working, the intelligence required to understand the work, and the ability to act on it come together in a single experience. Clio can understand what is happening, bring forward what matters, coordinate what is required, and carry the work through all under the direction of the legal professional.
“Clio is leading the legal industry through a period of fundamental transformation,” said Jack Newton, CEO and Founder of Clio. “We’re reinventing what a legal platform can do and reimagining how legal work gets done across the business and practice of law. The new Clio experience is a direct manifestation of our vision, giving AI the ability to deeply understand and dependably execute work across an entire firm. This is a defining shift in what law firms can achieve.”
The new Clio experience shifts the responsibility for coordinating the work from the individual to the platform, fundamentally changing how legal professionals engage with technology and what it can accomplish on their behalf.
One experience across the entire platform
At the foundation of this new approach is a single view of Clio Grow, Clio Manage, and Clio Work, allowing legal professionals to move seamlessly from prospective client activity and intake through matter management, substantive legal work, billing, payments, and reporting.
With one login and navigation, legal professionals can follow the full client relationship and the lifecycle of each matter. They can run the firm, manage the operational aspects of matters, and perform substantive legal work from the same place, moving seamlessly between these interconnected areas of their practice and coordinating the work that spans them.
“The ability to take on work is only as valuable as the understanding behind it,” Newton said. “Legal work depends on context, yet much of the technology supporting it operates in isolation. Clio is changing that by bringing together everything a lawyer uses to manage and execute their work in one central view. That depth of understanding is what gives lawyers the confidence to entrust AI with more substantive, complex work, and fundamentally expands what's possible across their practice.”
AI that turns knowledge and context into action
In the new Clio experience, legal professionals can ask questions, get insights, and take action across the operational and substantive work in Clio. Clio’s AI can draw on the relevant client and matter records, documents, communications, tasks, deadlines, legal research, time, billing, and firm activity each person is permitted to access—without requiring them to gather and explain that context first.
It can answer complex questions, surface patterns and risks, prepare substantive work, and take supported actions across Clio. This can include identifying open matters that need attention, preparing a complete matter brief for a strategy review, or getting the firm’s bills ready for approval.
Because the analysis and action happen within the same platform, legal professionals can review the basis for what Clio has prepared, redirect the work, and decide what moves forward. They remain in control while Clio does more of the work between the question and the outcome.
Complex processes, from start to finish
Clio can also carry out entire legal and operational processes, coordinating multiple stages of work from initiation through completion. Firms can define how a process should operate, including its requirements and approval points, while Clio determines the steps needed to carry it out. Unlike conventional automation, Clio does not simply trigger a task, move a record, or route work to the next person. At each stage, it can interpret the live client and matter context, analyze information, prepare documents and communications, update the matter, coordinate responsibilities and deadlines, and take supported actions across the platform. What happens next can change based on what Clio finds.
For example, it could assess a prospective client's inquiry, identify missing information, prepare a consultation, and, following approval, open the matter and organize the initial work. During active representation, a new filing could prompt Clio to assess its implications, update the matter chronology, prepare a response, and coordinate next steps for the responsible lawyer.
Legal professionals retain control over which actions Clio can perform and where professional approval is required. Once those decisions are made, Clio can continue the process without requiring each subsequent step to be initiated manually. This capability allows firms to make their way of working executable across Clio.
“Every law firm has developed its own knowledge, expertise, and approach to serving clients,” continues Newton. “We're making it possible to put that knowledge into action across the practice, allowing firms to rethink how they organize their work and what they can accomplish.”
The new Clio experience changes the relationship between legal professionals and the platform they rely on to run their firms and perform legal work.
The result is a first-of-its-kind legal work experience in which seeing the work, understanding it, and carrying it through are no longer separate. The new Clio experience will begin rolling out to Clio customers in November 2026.