C

Clio

Cloud-based legal practice management software

Overview

Clio provides legal practice management software that helps law firms run more efficiently. It offers two main products: Clio Grow, which improves client intake and engagement, and Clio Manage, which organizes tasks, manages cases, handles documents, and processes payments in one integrated platform. The software is cloud-based and sold on a subscription, giving firms from solo practitioners to large firms a centralized system for intake, matter management, document handling, and billing. Clio differentiates itself by providing two interconnected products tailored to legal work, a broad feature set for the full lifecycle of a case, and a platform used across a range of firm sizes. Its goal is to reduce administrative burdens and support the growth of legal practices by streamlining operations.

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About Clio

Simplify's Rating
Why Clio is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Enterprise SoftwareLegal

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$2.2B

Headquarters

Burnaby, Canada

Founded

2008

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Simplify's take

What believers are saying

  • Clio reached $500 million ARR after its November 2025 Series G and vLex deal.
  • Jurisage acquisition on June 10, 2026 strengthens Canadian data and speeds Clio Work.
  • ClioCon 2026 launches expand enterprise reach, with Vincent shipping in November 2026.

What critics are saying

  • Clio faces Anthropic, Harvey, and Legora as buyers reject single-vendor legal AI lock-in.
  • The October 2026 Ross dispute tests Clio's control over legal-data licensing economics.
  • If courts restrict training-data reuse, Clio's AI moat weakens and vLex costs look overpriced.

What makes Clio unique

  • Clio bundles intake, matter management, billing, and AI inside one legal workflow system.
  • Clio Operate targets firms over 200 users with configurable orchestration across jurisdictions.
  • Vincent embeds context-aware legal AI directly in live matters, not standalone chatbots.

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Funding

Total Funding

$2.2B

Above

Industry Average

Funded Over

9 Rounds

Notable Investors:
Series G funding comparison data is currently unavailable. We're working to provide this information soon!
Series G Funding Comparison Coming Soon

Benefits

  • Company equity
  • 401k
  • Parental leave options and stipend
  • Flexible paid time off
  • Stipend to support WFH
  • Various wellness benefitsand programs

Growth & Insights and Company News

6 month growth

1%

1 year growth

1%

2 year growth

0%
BetaKit
Oct 26th, 2026
Clio acquires Page to support push into proactive legal intelligence

Burnaby, BC, legaltech firm Clio has acquired Kitchener-Waterloo’s Page, which sells AI-powered government relations software to monitor emerging legislation and regulations.

PR Newswire
Oct 14th, 2026
CTM integrates with Clio to link legal marketing spend to billable revenue

CTM, a global conversation analytics company, has launched an integration with legal software provider Clio. It links CTM's call tracking and lead attribution to law firms' client intake workflow. The integration maps inbound calls, texts, and form submissions to the matching Clio contact or matter. Firms can see which channels, campaigns, and keywords bring in the most valuable cases, and no longer need to log call details by hand. It is aimed at Clio's network of more than 150,000 legal professionals, especially solo practitioners and small firms. According to Clio, phone calls remain the top intake channel for new clients in the legal industry. "When a single click can cost more than $500, impressions and lead counts aren't enough," said Chris Lafferty, vice president of product and technology at CTM. CTM will show the integration at ClioCon in Boston on October 26-27.

Business Insider
Sep 30th, 2026
Clio just made an acquisition to deepen its push into the courts

Clio has bought Learned Hand, a startup building AI tools for judges and law clerks.

PR Newswire
Jul 23rd, 2026
CallRail's Voice Assist integrates with Clio to automate legal client intake 24/7

CallRail has expanded its partnership with Clio, integrating its Voice Assist AI tool with Clio Grow and Clio Manage platforms. The integration enables law firms to handle inbound calls and texts 24/7 using AI that can recognise existing clients, qualify new leads, and book consultations automatically. Voice Assist pulls client information from Clio to personalise interactions, greeting returning callers by name and skipping previously answered intake questions. For new callers, it runs standard intake procedures and creates contacts in Clio with full marketing attribution. The system schedules consultations directly into Clio Manage without requiring human intervention, including after-hours calls. CallRail serves more than 225,000 businesses worldwide. The integration is now available to law firms.

BetaKit
Jun 10th, 2026
Clio acquires Jurisage to fuel AI expansion with Canada's largest legal database

Burnaby, BC-based Clio has acquired Toronto legaltech firm Jurisage to bolster its AI capabilities in Canada. The deal gives Clio access to one of Canada's most comprehensive AI-ready legal datasets, covering over 470,000 cases across more than 40 courts. Jurisage's 10-person team is joining Clio, which recently surpassed $500 million USD in annual recurring revenue and holds a $5-billion valuation. Financial terms were not disclosed. The acquisition addresses gaps in Clio's Canadian legal database following its $1-billion USD purchase of vLex in 2025, which offered limited Canadian coverage. A recent Clio report found that 95 per cent of Canadian lawyers are using AI in their work. The move comes as foreign competitors like Harvey and Legora expand into the Canadian market.

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