Clio Work Now Has Agentic Capabilities

Agentic AI can translate goal-oriented prompts into complex, end-to-end legal workflows

Clio, the global leader in legal AI, has launched agentic capabilities in Clio Work that allow legal professionals to complete complex, multi-step legal tasks from a single prompt, eliminating the need to manage each step along the way. This update marks another important milestone in Clio’s mission to provide customers with legal AI that transforms both the business and practice of law. 

With new and smarter capabilities, Clio Work offers enhanced support to solo, small, and mid-sized legal teams. Users can delegate complex tasks through simple and intuitive instructions, like “build a defense strategy” or “find everything that could kill this deal before signing.”  Clio’s powerful legal AI understands the goal and executes the sequence of steps required to achieve it, leveraging a wide range of contextual data points.

Already, 84% of AI queries are submitted as freeform, goal-based requests, making this approach consistent with how lawyers describe their work to one another and to existing AI tools. 

Stay in control, every step of the way

To help legal practitioners understand how work is progressing, Clio Work displays real-time thinking traces. Users can interrupt, redirect, or refine directions mid-task to retain complete control over outcomes. This allows teams to stay in control while freeing up time and cognitive load to apply toward high value tasks.

“Clio Work’s agentic capabilities allow legal practitioners to delegate complex, multi-step tasks to a truly collaborative AI assistant, without sacrificing control or visibility into workflows,” said John Foreman, Chief Product Officer at Clio. “This is an important step forward for Clio Work, one that opens up a world of possibilities for how our customers can get legal work done.”

Agentic capabilities are applied automatically for all users in Clio Work. No technical expertise, configuration, or setup is required.

Transforming outcomes for legal professionals

Clio Work’s new agentic capabilities empower solo, small, and mid-sized firms to accomplish a wide range of legal and business goals. 

Individuals can offload non-billable tasks to an AI collaborator. Teams can expand the amount of work they take on, boosting revenue and access to justice. Firms can both improve legal outcomes and create sustainable environments.

Practitioners across the legal industry can dedicate more time and energy to the highest value tasks–managing colleagues, interacting with clients, and developing strategy. 

Powered by skills infrastructure

This transformative approach to legal AI is made possible through a skills infrastructure: a set of deeply legal-aware capabilities that Clio Work can call up autonomously depending on what a task requires. 

These skills are the natural evolution of Clio Work’s existing workflows. They are built with the same principles of legal expertise and contextual understanding, but no longer dependent on the user to invoke them. Clio Work understands the goal, determines which skills are needed, and executes across them in a single, continuous experience.

For firms at this scale, the impact of new technology needs to be practical and immediate. This meaningful update to Clio Work reduces friction between human operators and AI that slows down critical legal work. 

See what’s possible in Clio Work: clio.com/work