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.
Work here?Claim your company
Industries
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$2.2B
Headquarters
Burnaby, Canada
Founded
2008
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$2.2B
Above
Industry Average
Funded Over
9 Rounds
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.
Clio has bought Learned Hand, a startup building AI tools for judges and law clerks.
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.
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.
Clio, the global leader in legal AI technology, today announced it has completed its US$1 billion acquisition of vLex, one of the most significant transactions in legal technology history. The completion of the deal coincides with the closing of Clio’s US$500 million Series G funding round, led by New Enterprise Associates (NEA), valuing the company at US$5 billion. The round also includes other current investors: TCV, Goldman Sachs Asset Management, Sixth Street Growth, and JMI Equity.
Find jobs on Simplify and start your career today
Industries
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$2.2B
Headquarters
Burnaby, Canada
Founded
2008
Find jobs on Simplify and start your career today