Clio AI

Legal practice management with built-in AI, plus vLex's Vincent for research

Business & Finance Subscription Has API
Researched · Published · Reviewed
RECATOOLS Score
6.6 / 10
Capability
6
Value for money
7
Ease of use
8
ASEAN readiness
4
API quality
7
Founded
2024
HQ
Vancouver, Canada
Users
150000+ legal professionals
Launched
2008
Developer
Jack Newton, Rea Regan

Overview

Clio AI covers the AI inside Clio, the Vancouver legal software company: billing, deadline and client-update automation in Clio Manage (included from the Core plan), and Clio Work, a matter-aware research and drafting product built on vLex's Vincent AI and legal library after Clio's US$1 billion acquisition of vLex closed in November 2025. Only the Starter plan, which lacks the AI, has a public price.

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Pricing

Pricing shown for reference only. These figures reflect RECATOOLS research as of 14 Oct 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.

Starter
$49 USD/user/month
Clio Manage; billing term monthly or annual
  • Matters, contacts, documents, calendar and tasks
  • Time and expense tracking with online payments
  • Trust and operating account reconciliation
Core
Quoted on request
Clio Manage with AI
  • AI-drafted bills on schedule
  • Court documents turned into calendar events and tasks
  • AI-drafted client updates and a client portal
Elite
Quoted on request
Clio Manage plus Clio Grow
  • Everything in Signature
  • Grow AI lead capture and intake forms
  • Review requests and referral tracking
Clio Work
Quoted on request
Per-user legal AI, alone or connected to Manage
  • Matter-based research with cited passages
  • Clio Library of 1B+ documents and Cert citator
  • Clio Docket court alerts and filing search
Signature Work / Elite Work
Quoted on request
Bundles of Manage and Work (Elite Work adds Grow)
  • Clio Manage and Clio Work together
  • Data migration included

Use cases

Automatically capturing billable time for client calls and document reviews without manual logging Summarising a complex case file for a new attorney joining the matter Automating routine client status update communications based on matter progress

What you can produce with Clio AI

  • Draft invoices generated on schedule from billing rules you set
  • Deadlines extracted from court documents into calendar events and tasks
  • Client status updates drafted from real matter activity
  • Cited legal research across 1B+ documents, checked through the Cert citator
  • First-pass summaries, timelines and arguments drafted from matter documents
  • Live US docket alerts and court-record research through Clio Docket and Docket Insights
  • AI-built profitability and productivity reports on the Signature plan
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RECATOOLS Verdict

Clio now has two AI layers worth separating. The AI in Clio Manage handles the business of a practice, drafting invoices, extracting deadlines from court documents and writing client updates, and it comes with Core and higher plans rather than as a paid add-on. Clio Work, built on vLex's Vincent and a library of over a billion documents with citator checks, is the research and drafting engine, sold alone or bundled.

The catch is price transparency: only the $49 USD Starter plan, which has no AI, is published, and everything with AI is quoted. Strong for common-law firms that want practice management and research in one place; Asian firms should test local coverage in the trial.

Desk research by RECATOOLS from public sources, written with AI assistance — not a hands-on test. How we review

What we found

Clio is a Canadian legal software company, headquartered in Vancouver, that Jack Newton and Rian Gauvreau set up in 2008 as cloud practice management for small firms. Its AI came much later. Clio Duo, an assistant built into Clio Manage, was unveiled in October 2023 for release in 2024 and sold as a paid add-on. That name has since gone: the old Duo page now redirects to a page about AI in Clio Manage, and Clio's pricing FAQ says AI is included on Core and higher plans rather than sold separately. Inside Manage it drafts invoices, turns court documents into calendar events and tasks, and drafts client updates.

The larger AI product arrived by acquisition. On 10 November 2025 Clio closed its US$1 billion purchase of vLex, the legal research company behind the Vincent AI assistant, alongside a US$500 million Series G led by NEA at a US$5 billion valuation and a US$350 million debt facility. vLex's library and Vincent now sit inside Clio Work, which reads a firm's matters, researches across more than a billion legal documents from over 100 countries, checks citations with a citator called Cert and drafts summaries, timelines and arguments.

Growth has continued. Clio said in May 2026 that it had passed US$500 million in annual recurring revenue, opened a US headquarters in New York in June, announced Docket Insights, live US court records inside Vincent, and a new judiciary business on 25 August, and bought Learned Hand, a start-up building AI tools for judges, on 30 September.

Pricing is only partly public. Starter costs $49 USD per user per month and does not include the AI; Core, Signature, Elite, Clio Work and the bundles are all quoted. Clio says it serves customers in more than 130 countries, but its docket data is US-only and it lists no office in Asia, so Singapore and Hong Kong firms should test local research coverage during the trial.

Compiled by RECATOOLS from public sources: vendor documentation and pricing, code repositories and published reporting.

Notable facts

  • Clio was the first cloud-based legal practice management software, launching in 2008 when most law firms stored client data exclusively on local servers.
  • The company's annual Legal Trends Report is the most widely cited data source on how law firms are adopting technology, used by legal associations worldwide.
  • Clio's AI time-capture feature recovers an average of $10,000 per attorney per year in previously untracked billable work.

Frequently asked questions

Free trial available. Plans start at $49/month per user.
Clio's conversational AI assistant that can summarise cases, draft communications, and answer questions about matters.
Yes. Document templates and automated drafting are available on higher tiers.
US, Canada, UK, Australia, and other English-speaking markets.
Clio is practice management software with AI features. Harvey is an AI-only research and drafting tool.

About this listing

Researched on
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Last reviewed

This entry was compiled from publicly available data including Clio AI's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Clio AI unless explicitly stated.

Data accuracy

Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.

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