Clio unveils new legal AI capabilities to take on more work across the practice

Unveiled at ClioCon 2026, new features and AI-powered capabilities reflect Clio's continued investment in helping law firms grow, manage complex work, and deliver better experiences for their clients.

Clio, the global leader in legal AI, today announced new capabilities that expand the role technology can play in legal practice. The announcements bring more of the context surrounding legal work into Clio, enable AI to carry out substantive tasks and processes, and give legal professionals greater ability to shape how that work is performed.

For AI to take on meaningful work across a practice, it needs to understand the matter, draw on relevant legal authority, and have access to the capabilities required to act. Just as importantly, it must operate within a firm’s established standards while keeping critical decisions in the hands of the people responsible for them. These requirements have shaped how Clio has invested in and developed its platform.

“We’re making a substantial investment in what legal AI can do, and that investment is taking shape across every part of our platform,” said John Foreman, Chief Product Officer at Clio. “By bringing intelligence into the systems lawyers already depend on, we’re creating a more connected experience where information, workflows, and legal work come together. This is the foundation for a fundamentally different way of running a law firm, and practicing within it.”

One connected experience across the practice

Clio is introducing a reimagined version of its Intelligent Legal Work Platform that enables legal professionals to work across the business and practice of law from one connected environment. From client intake through matter management, legal work, and firm operations, Clio brings information, context, and the ability to act on it into one experience, powered by AI.

This changes how legal professionals work within Clio. Rather than having to gather information, piece together context, and coordinate each next step, they can ask questions, explore complex information, and direct Clio to take action. With an understanding of the work at hand, Clio can surface what matters, coordinate multi-step processes, and carry work forward under the direction and oversight of legal professionals.

AI that can act on that understanding

The new Clio interface introduces a way for legal professionals to put AI to work across their practice. Through a simple request, Clio can draw on client and matter information, firm knowledge, legal authority, and capabilities across the platform to answer questions, conduct analysis, prepare documents, and carry out tasks. Legal professionals remain in control, with the ability to direct the work, examine its sources, and approve what moves forward.

Clio is extending these capabilities through agentic Workflows, enabling AI to carry out processes across Clio Grow, Clio Manage, and Clio Work. Workflows lets firms start with an existing standard operating procedure or describe a process in everyday language. Clio builds the steps, which the firm can inspect, adjust, and establish review points within before enabling it.

Clio is also previewing Clio Timekeeping through an opt-in beta. It uses AI to capture activity as legal professionals work and prepare matter-matched time entries for review. Lawyers can inspect the underlying activity and decide what gets billed.

AI-powered filing for court documents is also expanding in Clio. eFiling with Clio Work adds court portals for U.S. jurisdictions not previously integrated with Clio File in Clio Manage. With eFiling from Clio Work, Clio fills in the submission form on the court’s own web portal using the documents and matter information already in Clio, then saves the submission and expense details back to the matter. Legal professionals review and submit every filing themselves.

Richer context for legal work

A client’s instructions, a detail in the evidence, or a new court filing can change the direction of a matter, making it essential that legal professionals and AI have access to the latest information and the context behind it.

With the introduction of Clio Phones, conversations become part of the matter record. Built directly into Clio, the business phone system surfaces relevant client and matter information when a call comes in. Calls can be recorded, transcribed, and summarized, with records attached to the appropriate client or matter and time entries prepared for review. This allows information to flow both ways, with existing context informing each conversation and new details becoming available for subsequent work.

That continuity extends to other client interactions through a new unified inbox for emails and text messages, alongside recording capabilities in Clio Mobile that capture, transcribe, and summarize in-person meetings with permission. These exchanges preserve important instructions, decisions, and commitments within the relevant client or matter record.

Clio is introducing a new full document management system (DMS), called Documents Pro. Designed to give firms greater control over their information, Documents Pro will extend beyond traditional document management to include audio and video recordings, with advanced search, automatic transcription, version management, organization, and access controls. Legal professionals will be able to find, examine, and use information across these sources while retaining access to the original material.

Beyond the information generated within a firm, Clio is deepening access to the legal authorities and court activity that shape its work. Its global legal library contains more than one billion primary and secondary legal documents, supported by daily updates and human editorial oversight, with direct access to the passages underlying AI-generated answers. Clio Docket adds U.S. federal and state court filings and monitoring for supported dockets, helping firms stay informed of developments affecting their matters.

These investments give legal professionals and AI a more complete understanding of each matter, informed by client interactions, firm records, legal authority, and court developments, with the supporting sources available for review.

Legal work shaped by the firm’s expertise

The ability to draw on matter context and a firm's established ways of working becomes especially valuable when preparing the documents at the heart of legal practice. A new drafting experience in Clio Work brings generative drafting, document automation, supported court forms, and editing into one workspace. Lawyers can create new documents or build on established templates using relevant matter information, legal research, and firm instructions, while preserving preferred language and structure. Drafts can then be reviewed and refined in Clio Work or Microsoft Word.

In addition, Visualizations turn complex legal information into interactive tools and deliverables. Legal professionals can describe the chronology, settlement calculator, or other visualizations they need and have Clio build it using relevant matter information, making it possible to examine relationships, explore findings, and present analysis in a more accessible format.

For large law firms, and in-house counsel teams, Vincent in Clio Operate extends substantive legal AI into the environment where live matters are managed. Vincent can help lawyers examine evidence and prepare work within established processes and approval requirements, allowing institutional knowledge to inform legal work across teams.

Helping firms decide where to focus

A clearer understanding of a firm's performance is another important part of managing its growth. New insights and benchmarking capabilities will allow law firms to assess their results against similar practices using aggregated, de-identified data and automatically matched comparison groups. Firms can examine billable hours, utilization, realization, collections, and revenue to identify areas of strength and make more informed decisions about where to direct attention and investment.

Client experience as a competitive advantage

The impact of these investments extends to the people seeking legal services, beginning with their first interaction with a firm. New AI capabilities in Clio Grow help respond to inquiries, gather information according to firm-defined criteria, and guide prospective clients through intake, including outside office hours. Automated follow-ups on incomplete forms and unsigned agreements help keep the process moving while giving firms the information they need to review.

A redesigned Clio for Clients experience across web and mobile gives clients clearer access to messages, documents, and matter progress. Client tasks, arriving after the initial rollout, will make it easier to understand what information or action the firm needs from them and when.

For more information on Clio’s product announcements and availability, visit clio.com/press.