Clio
Also known as: Themis Solutions, Clio Work, Clio Manage
Legal practice-management leader whose Manage AI turns workflows (deadlines, invoicing, client updates) into completed actions across 200K+ firms.
Clio is the cloud practice management platform used by more than 150,000 legal professionals, sold by Themis Solutions Inc. of Burnaby, British Columbia.
Clio Manage runs the firm: matters, contacts, documents, calendaring, time and billing, trust accounting and a client portal, with AI built into the Core plan and above that drafts bills on schedule, turns incoming documents into calendar events and tasks confirmed against the source, drafts client updates from matter activity and prioritizes work, all reviewed and approved by the user before anything reaches a client or a court.
Clio Work, launched as a standalone product in 2026, is an AI workspace over the matter that reads the whole file, builds a timeline, surfaces jurisdiction specific authority through a built in citator, pressure tests arguments and drafts motions and contracts with every output cited to its source, and it works inside Microsoft Word through Clio for Word. Clio Grow adds AI phone, web chat and email agents for client intake.
Firms get SAML single sign on, custom roles and permissions, a log of every action the AI takes, hosting choice across Canada, the United States, Europe and Australia with AI processed in region, annual SOC 2 Type II and SOC 1 Type II reports, and a public API with reference documentation for Clio Manage and Clio Grow behind a 300 plus app directory. Plans start at $49 per user per month with a free trial; higher tiers and Clio Work are quoted separately.
Vendor details
Canonical URL
https://clio.com
Category
Enterprise operations agent
Subcategory
Legal — practice management + AI (Manage AI)
Company status
independent
Use cases & customers
Primary use cases
Target customers
Deployment options
In practice
A court deadline lands in an email and someone has to remember to calendar it. Clio's Manage AI turns that into a completed action, moving deadlines to the calendar without a manual step.
Invoicing and client updates pile up as admin nobody gets to. Clio's Manage AI handles the workflow end to end, from invoicing and approvals to client updates and file organization.
Legal research means leaving your practice tools to dig through databases. Clio's Vincent AI runs research across more than a billion documents from inside the platform you already manage matters in.
Agentic Index coverage score
10.5 / 14 capabilities · 75%
| Integrations & Tool Calling | Full |
|---|---|
|
A named integration catalog of more than 300 apps in the Clio App Directory, plus native Gmail and Outlook, QuickBooks, Xero and TrustBooks accounting, court e filing and online payments, with a public API through which partners and firms build their own connections. SourceClio, clio.com/app-directory and clio.com/pricingread 2026-09-06 |
|
| Workflow Orchestration | Full |
|
Clio Work runs multi step legal work from a matter: it reads the whole file, builds a timeline, surfaces authority through a citator, pressure tests arguments and drafts motions grounded in the result, and Clio Manage adds automated workflows on Signature and above that draft bills on schedule, turn documents into tasks and events and draft client updates from matter activity. SourceClio, clio.com/work and clio.com/pricingread 2026-09-06 |
|
| Knowledge Grounding & RAG | Full |
|
The AI is grounded in the firm's own matters, contacts, documents and billing records held in Clio, and Clio Work extends that with a maintained legal library matched to the jurisdiction, returning cited results with a built in citator that confirms every authority is current. Both the matter corpus and the legal library persist and can be queried. SourceClio, clio.com/workread 2026-09-06 |
|
| Human Oversight & Guardrails | Full |
|
The user reviews and approves everything before it reaches a client or the court, according to Clio's pricing FAQ, with the AI handling the first pass. The Core plan turns documents into calendar events and tasks confirmed against the source. SourceClio, clio.com/pricingread 2026-09-06 |
|
| Security, Identity & Governance | Full |
|
On its own security page, Clio documents annual SOC 2 Type II and SOC 1 Type II examinations with reports at trust.clio.com and annual third party penetration tests, plus a customer facing access surface of SAML single sign on through Clio Identity, MFA, role based permissions with unlimited custom roles on the Signature plan, password and login policies, and per user session and activity logs. AI is bound to the firm's existing user permissions. SourceClio, clio.com/security and clio.com/pricingread 2026-09-06 |
|
| Observability & Auditability | Full |
|
The security page states a firm can see a log of every action taken by AI within the firm, alongside session logs recording the IP address and actions of every user, with active sessions reviewable and terminable. That per action AI log lets a firm reconstruct what the AI did. SourceClio, clio.com/securityread 2026-09-06 |
|
| Memory & State Persistence | Partial |
|
Clio Work is a conversational workspace over a matter, which carries session state, and the security page states the AI processes data in real time and does not store or reuse it. No memory layer with a stated scope and lifetime is documented; the matter record is the application's data model rather than agent memory. SourceClio, clio.com/work and clio.com/securityread 2026-09-06 |
|
| Deployment & Data Residency | Full |
|
Firms choose where their data is hosted: Canada, the United States, Europe or Australia, on AWS. Clio states that all data used by its AI is processed in the customer's region (US, Canada, EMEA or APAC). SourceClio, clio.com/securityread 2026-09-06 |
|
| Prebuilt Agents, Templates & Packs | Full |
|
Customer adoptable packaged assets are documented by several routes: Grow AI's named prebuilt phone, web chat and email agents, which each work alone; document templates and matter templates on Core and above; a court forms library and court calendaring rule sets; and a 300 plus app directory. The agents inside Clio Manage and Clio Work are functions of those products rather than selectable assets. SourceClio, clio.com/pricingread 2026-09-06 |
|
| Triggers & Channel Coverage | Full |
|
Work reaches Clio's AI on schedules, events and inbound channels: AI drafts bills on a set billing schedule, documents are turned into calendar events and tasks as they arrive, performance reports are scheduled to the inbox, and Grow AI runs phone, web chat and email agents that engage and screen every inbound lead. SourceClio, clio.com/pricingread 2026-09-06 |
|
| Model Flexibility & Routing | Not documented |
|
The model provider behind Clio's AI is not named; Clio Work states client files are processed under zero data retention agreements, which implies external providers without identifying them, and no customer or admin model selection is documented. SourceClio, clio.com/work and clio.com/securityread 2026-09-06 |
|
| APIs, SDKs & MCP Extensibility | Full |
|
API reference documentation is published for Clio Manage and Clio Grow, listing endpoints, data and actions, alongside two developer portals with free developer accounts, a private app route for a single firm's own integrations, and guides including single sign on with Clio Identity. The API covers the core platform; no API specific to the AI layer is described. SourceClio, docs.developers.clio.comread 2026-09-06 |
|
| Testing, Debugging & Optimization | Not documented |
|
Clio Work's pressure testing of arguments and gap identification evaluates the customer's legal position, not the agent, and no evaluation harness, test cases, quality gate or optimization loop for the AI is documented. SourceClio, clio.com/work and docs.developers.clio.comread 2026-09-06 |
|
| Browser & Computer Use | Not documented |
|
No browser, desktop or computer control is documented; Clio for Word is an add in running inside Microsoft Word and the mobile apps are the product's own surfaces, neither of which is an agent operating an interface. SourceClio, clio.com/workread 2026-09-06 |
|
The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Recent platform changes
Clio launched Visualizations in Clio Work, where a legal professional describes a tool or view, such as a case chronology, a settlement calculator or a firm performance dashboard, and Clio Work picks the relevant data, writes and runs the code and builds it inside the platform. Views can draw on one matter or on data across a client, practice area or the whole firm.
Bears on: Agent capability
View sourceClio added Canadian case law and legislation to Vincent for research, drafting, analysis and citation verification. The integrated collection includes more than 567,000 judicial decisions plus federal and provincial legislation across Canada's common law provinces. Quebec and Nunavut legislation remain in progress and are outside the announced completed coverage.
Bears on: Agent capability
View sourceClio released its August update for Vincent and Studio, integrating the Vincent AI directly into Clio Operate to reason over live matters and permissions. The release also adds Docket Insights for researching live US court records, a natural language workflow builder in Studio, a model selector to choose between Claude, GPT, and Gemini, and live conversation status tracking.
Bears on: Workflow orchestration
View sourcePricing
From $49/user/mo (Starter); AI included on Core and above
seats
Included quota
Starter, $49 per user per month, is the core practice management plan without AI; AI is included from Core upward.
What is public
Clio Manage publishes four plans: Starter, Core, Signature and Elite. Only Starter carries a public list price, $49 per user per month; Core, Signature and Elite are Get pricing or Book a demo. AI is included on Core and above and is not sold as a separate add on. Clio Work has its own pricing page and its own free trial.
Billing mechanics
Per seat subscription by plan; Starter is listed and the three higher plans are quoted; Clio Work is priced on its own page.
Cost watchouts
AI is only on Core and above, which are quoted; Clio Work is a separate product with its own pricing.
Variable cost rationale
Per seat pricing on the listed plan; no usage metering is published.
Additional watchouts
The $49 Starter plan does not include AI; the plans that include AI are quoted, so the AI price is not the advertised starting price.
Sales call required
Mixed (some tiers require a call)
Free / trial
Free trial on Starter through Signature; no free tier
Lowest paid plan
Starter, $49 per user per month; Core, Signature and Elite by quote
Commercial notes
Free trial on Starter through Signature; Clio Work has its own trial.
Key ambiguities
Only the entry plan is priced publicly; the plans that include AI are quoted.
Support SLA / resale
Priority support on Advanced+; standard support on lower tiers; dedicated onboarding for larger firms
Missing data
Core, Signature and Elite prices are quoted, not listed. The earlier tier figures and the $39 to $59 AI add on price came from third party sources and are withdrawn.
Related vendors
- 11th Estate — Agentic platform whose AI engine scans markets, matches an…
- Adopt AI — AI CPA firm whose agents run reconciliations, close, AP and AR, and…
- Aera Technology — Decision intelligence platform where an always on agent executes…
- Akro AI — On premise operational intelligence that automates document heavy…
- alfred_ — AI executive assistant that triages the inbox overnight and scores…
- Alloy.ai — Commerce intelligence system for consumer brands that unifies four…
Alternatives to Clio
The closest documented capability profiles to Clio among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Nanonets11.0 / 14Adds documented Testing, Debugging & Optimization
- Coupa9.5 / 14A lighter documented profile than Clio
- Coworker11.5 / 14Adds documented Model Flexibility & Routing
- Legora10.5 / 14Adds documented Model Flexibility & Routing
- Workday10.5 / 14Adds documented Testing, Debugging & Optimization
- ControlUp10.0 / 14Adds documented Model Flexibility & Routing
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded