SEC Filings Are Now Searchable in Clio Work

New capabilities help small and mid-sized firms use public filings for research, drafting, and due diligence.

Clio, the global leader in legal AI, today announced SEC Corporate Filings, a new dedicated workflow in Clio Work. Legal professionals working on complex business, securities, and litigation matters can now ask natural-language questions about public company filings and get structured, sourced answers directly within Clio Work.

For transactional lawyers, understanding the financial health, risk profile, and contractual norms of publicly traded corporations is vital. SEC filings have always been one of the richest sources of drafting precedent and market intelligence available, but finding relevant disclosures has historically required significant time, resources, and effort – switching between tools, manually reviewing filings, and piecing insights together outside the matter.

The ability to explore SEC filings changes the game. It  turns the world’s largest public financial filing database into an instantly searchable resource directly within Clio Work. 

“Until now, the ability to quickly mine SEC filings for drafting precedent and market intelligence has been a large-firm advantage,” said Robin Chesterman, Senior Director, Product Management at Clio. “That’s not because the information is proprietary. It’s because the tools to make it useful have been disconnected from day-to-day workflows and built for teams with dedicated research budgets. Clio Work now eliminates those barriers. For mid-market firms and lean legal teams, this is a meaningful shift in what’s possible.”

Analyze relevant filing and precedents in minutes 

Attorneys now have access to thousands of legal exhibits and transactional precedents drafted by top firms and filed by public companies within Clio Work. 

Previously, gathering and reviewing relevant filings required significant time and manual effort. Clio Work compresses that process into minutes, allowing smaller teams to quickly find the information they need for analysis and due diligence without dedicated research staff.

With Clio Work, lawyers can leverage agentic capabilities to surface a company’s risk factors, compare disclosure language, and find clause examples from filed agreements. That information helps identify market norms and benchmark drafting language across sectors. Every response includes references to underlying filings, facilitating rapid verification and giving legal professionals confidence in their analysis. 

Unlike standalone research tools or general-purpose AI platforms, the ability to explore SEC filings is natively built into Clio Work. Answers are structured and sourced, and connected to the firm’s full matter context including documents, notes, communications, tasks, and deadlines. Lawyers can move from a client question about a public company to a sourced answer or clause example without leaving the same workspace where they manage matters, build strategy, and draft work product.

At launch, the initial offering provides access to 10-K (Annual reports), 8-K (Current reports), and 8-K exhibits. Future updates will expand filing coverage and deepen drafting workflows, enabling attorneys to move directly from a filing insight to a client-ready draft in Clio Work.