Clio is giving law firms a new way to turn institutional knowledge into reusable AI workflows.
The Vancouver-founded legaltech company today introduced Skills in Clio Work, a new capability designed to help legal professionals define how certain legal tasks should be completed and have those preferences applied consistently to future matters.
According to Clio, Skills enables its legal AI to learn how lawyers and legal teams handle specific types of work, including tone, structure, formatting, and firm standards. That could include how a partner prefers demand letters drafted, how redline analysis should be written, or how a matter summary should be formatted.
“Legal professionals shouldn’t have to re-introduce themselves to their AI every morning,” said Robin Chesterman, Senior Director of Product at Clio. “Skills changes that relationship. Clio Work now remembers how you want your work done and matches the approach every time after that. As your practice evolves, you tell it to update the skill in conversation, and it does just that.”
Clio said Skills are available in two forms. Custom Skills allow legal professionals to save their own way of working in plain language, while pre-loaded Skills built by Clio are available through a skill library, including examples such as discovery review and memo drafting.
The company says creating a Skill does not require technical setup or prompt engineering. Users can tell Clio Work to “remember this for next time” or “save how you did that,” and the system will create a reusable Skill, asking follow-up questions when it needs clarity.
Skills can be kept private to individual users or shared across a firm, allowing firms to standardize preferred approaches and apply expertise more broadly across teams.
“When a skill runs in Clio Work, it executes on Clio’s library of more than one billion legal documents,” the company said. For firms using Clio Manage, Clio Work can also draw on matter context including related documents, contacts, communications, notes, tasks, and deadlines.
“The most valuable knowledge in a firm shouldn’t be restricted to a handful of lawyers,” added Chesterman. “Skills help firms operationalize that expertise so it can be applied more broadly, more reliably, and with far less repetition.”
Skills are available now to all Clio Work customers.