Clio unveils new legal AI capabilities to take on more work across the practice
Unveiled at ClioCon 2026, new products 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, announced new products and 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.”
One connected experience across the practice
Clio is introducing a new connected experience designed to put all the capabilities legal professionals need across the business and practice of law in one place, all powered by AI. It brings client intake, matter management, and legal work together through a single login and shared navigation, creating a more consistent way for legal professionals to move across their practice.
The result is a more cohesive experience that reflects how legal work unfolds, from the first client interaction through the ongoing management of a matter, with the information and capabilities firms rely on more closely connected throughout.
The redesigned experience starts with Today, a personalized home screen that brings important tasks, upcoming commitments, and matter activity into focus, with frequently used tools close at hand. That continuity extends beyond the desktop, with Clio Grow joining the Clio mobile app so legal professionals can review new leads and begin client intake wherever they work.
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 Manage and Clio Grow, 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 also expanding document management across Clio Manage and Clio Work, making it easier for firms to find and use information captured in documents, audio, and video recordings. New capabilities will allow firms to search and examine material across these sources, with automatic transcription, version management, advanced organization, and access controls helping them make better use of the information they already have while preserving 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.
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, initially available to pilot customers. 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.
Building on capabilities available in Clio Work, Skills add another layer of firm-specific expertise, allowing legal professionals to save preferred methods, instructions, and standards that guide how AI performs particular tasks. Within a Workflow, a Skill can specify how an analysis or document should be prepared, while the Workflow establishes how the process moves forward and where a person needs to become involved.
For example, a signed engagement letter in Clio Grow can initiate matter creation in Clio Manage and prompt Clio Work to prepare a case-start brief following the firm’s instructions. For more substantive work, a Workflow can examine medical records, prepare a chronology, identify gaps, and route outstanding questions to the appropriate team member before presenting the completed analysis for approval. Firms can review how each process unfolded and refine their Workflows and Skills as their requirements change.
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.
Extending these capabilities into the courts, eFiling with Clio Work expands Clio’s eFiling beyond the courts integrated with Clio File in Clio Manage, beginning with supported court portals in additional U.S. jurisdictions. Clio fills in each filing 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.
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 AI native document editor 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 visualization 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.
Once a matter is underway, 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.
With greater visibility into their matters, clients can approach conversations better informed, leaving more room for the decisions that require their lawyer’s guidance. When the work is complete, firms can use Clio Grow to request reviews, helping prospective clients make informed choices about their own legal representation.
For more information on Clio’s product announcements and availability, visit clio.com/press.
