Clio is bringing client intake, practice management, and substantive legal work into a unified experience designed to let lawyers direct AI across more of their firm’s operations.
Announced at ClioCon in Boston, the reimagined platform connects Clio Grow, Clio Manage, and Clio Work through a single login and navigation. The new experience will begin rolling out to customers in November 2026.
The shift goes beyond making Clio’s products easier to navigate. The company says its AI will draw on client records, documents, communications, deadlines, legal research, and billing information to answer questions, prepare work, and take supported actions across the platform, subject to each user’s access permissions.
“We transformed the technology you rely on to keep track of your practice into a platform that can actually do the work itself,” Jack Newton, Clio’s CEO and founder, said during his keynote.
For lawyers, that could mean asking Clio to identify matters requiring attention, prepare a strategy briefing, or get bills ready for approval without first assembling the underlying information from separate systems.
“With legal AI, the more context you have, the better the results you can drive,” Newton said. “Context wins. The more complete the picture you give AI, the better the work.”
The company is also introducing agentic Workflows, which allow firms to describe a process in everyday language or start with an existing standard operating procedure. Clio builds the steps, which firms can inspect, adjust, and equip with review points before enabling the workflow.
Unlike a fixed sequence of automated tasks, Clio says these processes can respond to changing matter information. A prospective client’s inquiry could prompt the platform to identify missing details, prepare a consultation, and, following approval, open a matter and organize the initial work.
Lawyers retain control over which actions the platform can perform and where professional approval is required.
“This is what an agentic law firm looks like,” Newton said. “Your process, your standard, your approval, carried out step by step.”
The broader product announcements include Documents Pro, a new document management system designed to handle audio and video alongside traditional documents, with search, transcription, version management, and access controls. Clio is also previewing an opt-in Timekeeping beta that captures work activity and prepares matter-matched time entries for lawyers to review.
Other announcements span AI-assisted drafting, client communications, intake, and firm benchmarking, reflecting Clio’s effort to connect more of the information used to run a practice with the tools used to perform legal work.
Clio also announced the acquisition of Page, a government relations and regulatory intelligence platform. Its horizon scanning technology is set to join Vincent over the coming months, adding monitoring of emerging legislation and regulation to Clio’s legal AI offering.
The central proposition is that a platform with access to both the business and practice of law can do more than answer questions. It can help move work forward, with lawyers deciding what proceeds.