Get oriented without asking
See the key documents and deadlines behind the assignment, with the source a click away.
Move from assignment to reviewed work with the matter intact
Research with the authority attached
Ask the legal question with the matter facts in view, open every citation, and see which later decisions have cited a case.
Skip the blank page
Draft from matter context and cited law, or from an approved template. You verify, refine, and own the final work.
Carry reviews into the next version
Comments, tracked revisions, and approved versions stay connected, so the next draft reflects the feedback.
Keep that history with the matter
Clio can pull recent activity, deadlines, open tasks, and documents into one summary, with the source behind every point ready to open.
Research with the facts and sources in the same line of sight
Clio brings case law, statutes, treatise commentary, and citations into the matter. Research a question in your province, open and check the citations, and have the argument set out against your facts, then keep the result for the draft or advice that follows.
- Follow the citing cases. See which later decisions have cited a case.
- Get a structured memo. Clio can set the argument against the facts on file.
- Keep research on the matter. The reasoning stays available for drafting and review.
Draft from a live matter instead of a blank prompt
A first draft is stronger when it starts with the actual parties, facts, documents, instructions, and law. Clio can prepare motions, agreements, letters, memos, and facts for review, with citations linked to the source, while you decide the argument, structure, and final language.
- Start from a template. Approved templates and document sets fill from the matter.
- Use supported court forms. Start court forms with matter data in place.
- Draft in Microsoft Word. Proposed changes arrive as tracked redlines you accept or reject.
Move through review without losing the thread
Partner feedback makes more sense when the comment, source clause, earlier version, and client instruction stay together. Clio keeps the draft and its review history on the matter, so the reasoning doesn’t scatter across orphaned files and email.
- Keep comments with the draft. Reviewers see the history behind each version.
- Assign the next step. Tasks show who has the draft and when it’s due.
- Save the approved version. The final document returns to the matter.
Keep the client update close to the work that created it
Recent matter activity already shows what changed and what needs attention next. Clio can prepare a client update from that context for your review, so you add the judgment and nuance the relationship needs. Capture time as you work, while you still remember what you did and why.
- Draft the update. Start from recent activity on the matter.
- Share securely. Send messages and documents through the client portal.
- Record time as you go. Log time and expenses against the matter.
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400,000+ legal professionals trust Clio
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1B+ global legal documents
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18+ years serving legal professionals
Clio has helped with increasing billable hours by keeping track of my work and my progress and keeping me accountable!
Associate, KRB Avocats / Lawyers Inc.
Associate lawyer software FAQs
What is associate lawyer software?
Associate lawyer software helps you understand matters, organize documents, research, draft, collaborate through review, manage deadlines, communicate with clients, and capture time. Clio connects those responsibilities to the current matter and to the case law, statutes, and citations behind it. Get a demo.
Can Clio bring me up to speed on an unfamiliar matter?
Yes, on Core and above. Clio can pull the operational detail, recent activity, upcoming deadlines, open tasks, and financial position of a matter into one view, summarize the documents on it, organize a chronology, and surface the issues for your review. The underlying records stay available to open. Get a demo.
Can I check the authority before it goes to the partner?
Yes. Clio’s legal AI researches federal and provincial statutes, case law, and treatise commentary from publishers like Irwin Law and Emond, and every point comes back with the authority cited. Each citation opens the source, and you can see which later decisions have cited a case. Get a demo.
Can Clio give me a first draft with the authority already cited?
Yes. Clio can prepare a motion, agreement, letter, memo, factum, or pleading from the matter’s facts and the law that applies, with case law and statutory citations embedded inline and hyperlinked to the source so you can check each one. You verify, revise the analysis, and finalize the work. Get a demo.
Can I start from a template instead of a blank page?
Yes. An approved template or document set populates from the matter record, and court forms for family and probate work in British Columbia, Ontario, and Alberta begin with the matter data already in place. Your firm’s own precedents can become templates too. Get a demo.
Can Clio set the argument out against my facts?
Yes. Rather than reading across from the authority to the matter yourself, Clio can take the facts already on the file, query the case law, and return a structured memo setting the argument against them. You test the reasoning and decide what survives. Get a demo.
Can Clio work with Microsoft Word?
Yes. You can draft and review in Microsoft Word with the matter’s context available, and proposed changes arrive as tracked redlines you accept or reject. The document and its history come back to the matter. Get a demo.
Can Clio help capture associate time?
Yes. You can record time and expenses against the matter as you work, so research, drafting, calls, and review are captured while you still remember what you did and why, not reconstructed at month end. Get a demo.
Do I need to verify what Clio produces?
Yes. Summaries, research, drafted documents, and suggested next steps are prepared for your review, with the underlying sources available to open and check. You apply the law, choose the argument, and own the final work. Get a demo.