U.S. FEDProduct launches
Clio merges its products into one AI platform and adds agentic workflows
Clio said at ClioCon 2026 in Boston on October 26, 2026, that it is consolidating Clio Grow, Clio Manage and Clio Work into a single interface with one login, starting in November. The company also introduced a platform-wide AI assistant, agentic workflows that carry out multistep legal tasks, a built-in phone system, a document management system and an automatic timekeeping beta.
Announcement (Legaltech News) → · LawSites
Key points
- Clio Grow, Manage and Work now share one interface and login; the rollout begins in November.Legaltech NewsLawSites
- A platform-wide AI assistant answers questions and takes actions using the matter, document and billing data a user can access.LawSites
- Agentic Workflows builds multistep processes from plain-language descriptions or uploaded procedures, with firm-set approval points.LawSites
- New products include Clio Phones, the Documents Pro document management system and an opt-in timekeeping beta.Legaltech NewsLawSites
- Clio Work adds a drafting experience with more than 40,000 fillable court forms; Clio said 10,000 firms use Clio Work.Legaltech NewsLawSites