| Platform Layer |
The Clever Authorized Work Platform |
New architectural basis turning Clio right into a “system of motion” — AI that anticipates and performs duties throughout the complete shopper lifecycle. |
Connects Clio Handle, Develop, Draft and new Clio Work into one context-aware ecosystem. |
| Context Engineering |
AI “understands” matter context (information, regulation, communications, deadlines) for exact, proactive actions. |
Powers AI reasoning throughout all modules. |
| Apply of Legislation Layer |
Clio Work (New Core Product) |
AI workspace for analysis, reasoning, and drafting; unites matter information and Clio Library regulation information. |
Provides a fourth core product beside Handle, Develop, Draft; embeds Vincent and Clio Library. |
| Vincent by Clio |
Enterprise-grade authorized AI grounded in vLex information (1 B+ docs, 110 jurisdictions). 3.7× extra correct; 38 % productiveness raise. |
Brains behind Clio Work and Enterprise AI options. |
| Vincent Studio |
No-code surroundings to construct customized AI instruments and workflows. |
Extends Vincent for firm-specific processes. |
| Vincent Drafting |
Generates complicated contracts and agreements from precedents or templates. |
Embedded in Clio Work and Function for transactional use. |
| Clio Library |
International authorized data base from vLex + Fastcase information (1 B+ paperwork). |
Authorized information basis for AI analysis and citations. |
| Clio Docket |
Unified court-data and litigation administration system. |
Supplies structured filings and case monitoring throughout the platform. |
| Enterprise of Legislation Layer |
Clio Handle AI |
Automates practice-management duties (deadline extraction, billing, shopper updates, expense logging). |
Evolves Handle into an “AI teammate.” |
| Clio Develop AI |
Handles consumption end-to-end (screening, conflicts, scheduling, follow-ups). |
Turns lead administration into self-moving workflow. |
| Clio Draft AI |
Builds paperwork and questionnaires in minutes utilizing agency templates. |
Hyperlinks Draft with Work for research-to-document continuity. |
| E-Submitting Dashboard + E-Service |
Centralized view of filings and digital service of paperwork. |
Expands Handle into courtroom workflow automation. |
| Customized Reporting & Roles |
Totally customizable views and permissions inside Handle. |
Strengthens information visibility and governance. |
| Automated Workflows |
Template-based course of automation (saves 2–5 hours per consumer weekly). |
Entry-level “system of motion” functionality. |
| Enterprise Layer |
Clio for Enterprise (Division) |
Devoted unit serving massive regulation corporations and company authorized departments. |
Formalizes Clio’s enlargement past SMB market. |
| Clio Function |
Adaptive work-management platform (constructed from ShareDo acquisition). |
Core product for enterprise operations and governance. |
| Enterprise Integrations |
Deep connectivity with iManage, NetDocuments, SharePoint. |
Embeds Vincent and Function inside current agency infrastructure. |
| FinTech / Funds Layer |
Clio Capital |
Capital-advance program providing regulation corporations quick entry to funds for progress or cash-flow administration. |
Built-in inside Clio Funds and Handle; trust-account compliant. |
| Pay Later with Affirm |
Permits purchasers to pay authorized payments in installments; corporations receives a commission up entrance. |
Embedded in Clio Funds; improves entry to authorized companies and agency income predictability. |
| All the time-On Fee Plans + Textual content-to-Pay |
Steady subscription-style billing and prompt SMS funds. |
Streamlines collections and money circulation inside Handle. |
| Built-in Compliance Controls |
Computerized trust-account reconciliation for all fee options. |
Ensures moral and regulatory alignment. |
