ClioCon2025: Inside Clio’s AI-Driven Legal Suite Transforming How Firms Work

Clio WorksClio Work

What it is: A new AI workspace that understands your matters and the law. It stays in sync with Clio Manage data and reasons over vLex’s global library via Vincent to deliver cited research, analysis, and next‑step strategy. This is a new product.

What the AI adds: Real‑time, matter‑aware guidance with citations from a library of 1B+ verified legal documents across 110 jurisdictions. Clio positions this as AI that goes beyond summarizing to proactive, context‑aware reasoning.

Manage AI

What it is: AI inside Clio Manage that converts routine inputs into finished work. Court documents become calendar events; matter activity becomes client‑ready updates; time and expenses become payment‑ready bills. This is an AI expansion of Manage.

What the AI adds: Suggested and automated next actions that reduce clicks between intake, updates, and billing. Clio emphasizes that enhancements are delivered through system innovation, not by training on client or firm data.

Grow AI

What it is: AI for intake and client development in Clio Grow. It captures lead details, screens for fit, and follows up so fewer opportunities stall. This expands Grow with native AI.

What the AI adds: Automated lead capture and qualification plus consistent, personalized follow‑through with a tighter handoff to Manage.

Draft AI

What it is: AI‑assisted drafting inside Clio Draft to generate first drafts, create templates, and assemble document sets in minutes, then route to e‑signature or filing. This expands Draft with generation and assembly.

Clio foe EnterpriseClio for Enterprise

What it is: A new division for large firms and corporate legal. The suite brings together Clio Operate (adaptive work management, evolved from the March 2025 ShareDo acquisition), Vincent by Clio (legal AI), Clio Library (the research corpus), and Clio Docket (court data and tracking). This is a new enterprise lineup and division.

What’s notable:

  • Operate launches in the United States first after its UK pedigree with ShareDo.

  • Vincent by Clio is already used by 8 of the 10 largest global law firms, with Clio citing 3.7× greater accuracy than general models and a 38% productivity lift in key workflows. New enterprise features include a no‑code Vincent Studio, contract drafting, and integrations with iManage, NetDocuments, and SharePoint.

  • Library draws on 1B+ editorially enriched documents across 110 jurisdictions; Docket centralizes filings, motions, and procedural updates across courts.

Context: This enterprise push builds on Clio’s definitive agreement to acquire vLex for US$1B announced June 30, 2025. That deal unites practice management and a global research platform in one AI‑driven stack.

What’s truly new vs. expanded

  • New: Clio Work; Clio for Enterprise (including Operate, Library, Docket, and new Vincent capabilities like Vincent Studio).

  • Expanded with AI: Manage AI within Manage, Grow AI within Grow, Draft AI within Draft.

Why this matters (and how it could disrupt legal tech)

A system of action, not just a system of record. Clio is explicitly reframing its platform to complete work across the matter lifecycle, not just track it. If delivered, this compresses the swivel‑chair time between intake, research, drafting, docketing, and billing.

Research + operations under one roof. By fusing Vincent and Library with matter context in Manage and Work, Clio is chasing compounding gains that point solutions struggle to match—especially in smaller teams without heavy IT.

A credible enterprise posture. The Operate lineage from ShareDo, plus iManage/NetDocs/SharePoint connectivity and the “8 of 10 global giants” claim around Vincent, gives Clio a clearer story for Big Law and corporate legal than in years past.

Market narrative: Coverage today frames this as the capstone to a year of acquisitions and as a bid to challenge the LexisNexis–Westlaw duopoly while moving upmarket. Analysts see opportunity and friction, especially around entrenched research habits in large firms.

What users stand to gain now

  • Speed with context:

    • Work: cited research and analysis that reflect live matter facts.

    • Manage AI: filings turn into events; activity turns into client updates; time and expenses turn into bills.

    • Draft AI: first drafts and assembled sets ready for review.

    • Grow AI: consistent intake, triage, and follow‑ups.

  • Fewer seams, fewer clicks: Unified workflows reduce hand‑offs and failure points between tools.

  • Security posture clarity: Clio states its platform is not trained on client or firm data, a key procurement checkbox for many firms.

  • Enterprise options: Operate governance and Vincent customization meet scale requirements while integrating with existing DMS stacks.

Practical checklist before you pilot

  1. Data boundaries: Confirm in your MSA/DPA that no client or firm data is used to train foundation models. Clio’s materials state platform enhancements are delivered without training on your data.

  2. Source of truth: Map how Work/Vincent align with your DMS taxonomy and matter numbering; validate iManage/NetDocs/SharePoint mappings.

  3. Human‑in‑the‑loop: Define who approves AI‑generated drafts, client updates, and calendar entries.

  4. Coverage checks: Verify Library jurisdictions and target courts for Docket against your caseload; note Operate rolls out in the US first.

  5. KPIs: Track time from filing to calendar entry, hours per research memo, draft‑review cycles, and intake conversion rate.

What to watch next

  • Packaging and availability details for each AI capability as rollouts progress.

  • Enterprise adoption stories as Operate goes live in the US and Vincent Studio pilots emerge.

  • vLex integration milestones across Library, Vincent, and Work.

Talk to 2b1 Inc.

If you want to translate Clio’s announcements into a working roadmap for your firm, 2b1 Inc. can help. We will:

  • Map Work, Manage AI, Grow AI, and Draft AI to your current intake, matter, and document flows.

  • Stand up a pilot with clear guardrails and 3 measurable KPIs.

  • Coordinate with your DMS, identity provider, and billing stack so lawyers stay in the loop without becoming the bottleneck.

Let’s dig in. Contact 2b1 Inc. to schedule a working session 415-284-2221 or fill out the form below

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