Here’s A Guide To Help You Make Sense of Clio’s New Line Up of Products and Features

Platform
Layer
The
Intelligent
Legal
Work
Platform New
architectural
foundation
turning
Clio
into
a
“system
of
action”
—
AI
that
anticipates
and
performs
tasks
across
the
full
client
lifecycle. Connects
Clio
Manage,
Grow,
Draft
and
new
Clio
Work
into
one
context-aware
ecosystem.
Context
Engineering AI
“understands”
matter
context
(facts,
law,
communications,
deadlines)
for
precise,
proactive
actions. Powers
AI
reasoning
across
all
modules.
Practice
of
Law
Layer
Clio
Work
(New
Core
Product) AI
workspace
for
research,
reasoning,
and
drafting;
unites
matter
data
and
Clio
Library
law
data. Adds
a
fourth
core
product
beside
Manage,
Grow,
Draft;
embeds
Vincent
and
Clio
Library.
Vincent
by
Clio Enterprise-grade
legal
AI
grounded
in
vLex
data
(1
B+
docs,
110
jurisdictions).
3.7×
more
accurate;
38
%
productivity
lift. Brains
behind
Clio
Work
and
Enterprise
AI
features.
Vincent
Studio No-code
environment
to
build
custom
AI
tools
and
workflows. Extends
Vincent
for
firm-specific
processes.
Vincent
Drafting Generates
complex
contracts
and
agreements
from
precedents
or
templates. Embedded
in
Clio
Work
and
Operate
for
transactional
use.
Clio
Library Global
legal
knowledge
base
from
vLex
+
Fastcase
data
(1
B+
documents). Legal
data
foundation
for
AI
research
and
citations.
Clio
Docket Unified
court-data
and
litigation
management
system. Provides
structured
filings
and
case
tracking
within
the
platform.
Business
of
Law
Layer
Clio
Manage
AI Automates
practice-management
tasks
(deadline
extraction,
billing,
client
updates,
expense
logging). Evolves
Manage
into
an
“AI
teammate.”
Clio
Grow
AI Handles
intake
end-to-end
(screening,
conflicts,
scheduling,
follow-ups). Turns
lead
management
into
self-moving
workflow.
Clio
Draft
AI Builds
documents
and
questionnaires
in
minutes
using
firm
templates. Links
Draft
with
Work
for
research-to-document
continuity.
E-Filing
Dashboard
+
E-Service Centralized
view
of
filings
and
digital
service
of
documents. Expands
Manage
into
court
workflow
automation.
Custom
Reporting
&
Roles Fully
customizable
views
and
permissions
within
Manage. Strengthens
data
visibility
and
governance.
Automated
Workflows Template-based
process
automation
(saves
2–5
hours
per
user
weekly). Entry-level
“system
of
action”
capability.
Enterprise
Layer
Clio
for
Enterprise
(Division) Dedicated
unit
serving
large
law
firms
and
corporate
legal
departments. Formalizes
Clio’s
expansion
beyond
SMB
market.
Clio
Operate Adaptive
work-management
platform
(built
from
ShareDo
acquisition). Core
product
for
enterprise
operations
and
governance.
Enterprise
Integrations Deep
connectivity
with
iManage,
NetDocuments,
SharePoint. Embeds
Vincent
and
Operate
within
existing
firm
infrastructure.
FinTech
/
Payments
Layer
Clio
Capital Capital-advance
program
offering
law
firms
fast
access
to
funds
for
growth
or
cash-flow
management. Integrated
inside
Clio
Payments
and
Manage;
trust-account
compliant.
Pay
Later
with
Affirm Allows
clients
to
pay
legal
bills
in
installments;
firms
get
paid
up
front. Embedded
in
Clio
Payments;
improves
access
to
legal
services
and
firm
revenue
predictability.
Always-On
Payment
Plans
+
Text-to-Pay Continuous
subscription-style
billing
and
instant
SMS
payments. Streamlines
collections
and
cash
flow
within
Manage.
Integrated
Compliance
Controls Automatic
trust-account
reconciliation
for
all
payment
features. Ensures
ethical
and
regulatory
alignment.