Manage users in one identity model
Onboard and offboard users, assign roles and groups, and set who administers what.
Bring legal AI into the environment you already govern
Apply matter permissions to AI use
Restricted matters are removed from the request before Clio’s legal AI sees the question.
Connect systems with governed access
Each app authorizes through OAuth with the permissions of the user who connects it, and no further.
Set rollout boundaries first
Define the user groups, permissions, review points, and success measures for each deployment.
Keep sensitive work where your controls apply
When matter files go into unapproved AI tools, you inherit another copy to protect, another provider to assess, and another set of terms to review. Clio gives your firm an approved place to do that work, in one workspace.
- Require MFA. Multi-factor authentication is mandatory for every user.
- Federate sign-in. SAML-based SSO works with Okta, Entra ID, and Google Workspace.
- Keep data out of training. AI runs under zero data retention agreements with model providers.
Enforce access boundaries as AI works
Signing in isn’t permission to use every matter file. Clio keeps matter permissions in force as legal professionals use AI for analysis, drafting, and review. A matter can be limited to a named group or closed to specific users, and the restriction covers AI.
- Wall off sensitive matters. Restrict a matter to a named group.
- Know the boundary. Restrictions apply to the whole matter.
- Assign roles. Role-based administration sets who manages what.
Integrate through validated connections
Your firm may already rely on document management, finance, identity, and collaboration systems. Connect them through 100+ integrations and a documented REST API, with less reliance on manual exports or fragile workarounds.
- Browse integrations. Find supported apps in the App Directory.
- Build on the API. Use the documented REST API for custom work.
- Scope every connection. OAuth limits each app to its user’s permissions.
Migrate context, not only files
A good migration preserves more than files. Clio’s migration specialists move contacts, matters, calendars, tasks, notes, unbilled time and expenses, and current balances at no charge. Documents and historical billing are scoped separately, so you know what moves before you start.
- Plan the cutover. Implementation covers migration, testing, cutover, and training.
- Roll out in phases. Move practice groups or offices in stages.
- Deploy the Word add-in. Push it to the firm from the Microsoft 365 admin centre.
Answer access and approval questions with a clear record
When a support or risk question reaches you, you need to know what happened. The activity record covers the life of the account: who signed in and from where, what changed on a matter, and who finalized the work. A separate log records every AI action, and both export to CSV.
- Review login activity. See the IP address and device for each sign-in.
- Track changes. See who changed bills, permissions, and documents.
- Export the record. Download activity and AI logs as CSV.
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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
When it comes to third party integrations, mobile access, and security, no one is even in the same ballpark [as Clio]. That’s just a fact.
Chief Technology Officer, Locks Law Firm
Legal IT software FAQs
What is legal IT software?
Legal IT software helps the person accountable for a firm’s technology manage identity, access, integrations, data handling, deployment, and audit. Clio brings legal work and AI into one permissioned platform, so those controls apply in one place. See Clio in action.
How is Clio different from a standalone legal AI tool?
Clio’s legal AI works from your firm’s matter records, documents, and communications, inside the same access and review controls. That means fewer unmanaged tools holding copies of client data.
Does Clio support SSO and granular permissions?
Yes. Clio supports SAML-based SSO with Okta, Microsoft Entra ID, and Google Workspace on select plans, plus role-based administration and matter-level permissions. MFA is mandatory for every user. Users are added individually or by CSV, not provisioned from your directory. Get a demo.
Can I keep a sensitive matter closed to most of the firm?
Yes. Restrict a matter to a named group or close it to specific users, and the restriction covers AI too. Restrictions sit at matter level, so a single document inside an open matter can’t be walled off separately.
Can Clio integrate with our existing systems?
Yes. Clio connects with document management, finance, identity, and collaboration systems through 100+ integrations and a documented REST API. Each app authorizes through OAuth with its user’s permissions. Browse integrations.
How does Clio protect customer data?
You can request Clio’s SOC 2 Type II report through the Trust Centre. Clio’s legal AI runs under zero data retention agreements with model providers, so prompts aren’t stored or used for training, and your firm’s data at rest stays in Canada.
Can Clio support migration and phased deployment?
Yes. Clio’s implementation team plans migration, testing, cutover, and training, and supports phased rollouts. Documents and historical billing are scoped separately, so you know what moves before you begin.
Can I see who did what, and when?
Yes. The activity record shows logins with IP and device, document views, user changes, and edits to bills and permissions. A separate log records every AI action, and both export to CSV. Get a demo.