Clio launches full AI in case management software

Clio Unveils AI-Powered “Intelligent Legal Work Platform” to Streamline Law Firm Operations

The legal tech giant integrates generative AI across its suite, aiming to automate routine tasks and centralize firm workflows in a single system.

Clio, one of the legal industry’s leading practice management software providers, announced this week the launch of what it’s calling the first “Intelligent Legal Work Platform” which is a unified system that embeds artificial intelligence throughout the firm workflow, from client intake to billing.

The new platform builds on Clio’s existing suite by adding AI capabilities designed to handle repetitive tasks like document drafting, time entry, and invoice generation. According to the company, the goal is to reduce administrative burden and allow attorneys to focus more on substantive legal work. The platform integrates Clio Manage (practice management), Clio Grow (client intake and CRM), and Clio Draft (document automation) into a single environment, with AI acting as a connective layer across modules.

Key Features

Key features include AI-assisted legal research, automated time tracking that captures billable work in the background, intelligent document assembly, and predictive analytics for case outcomes and firm performance. Clio says the system can learn from a firm’s historical data to suggest next steps, flag potential conflicts, and generate client communications in natural language.

The announcement comes amid growing adoption of AI tools across the legal sector, with firms of all sizes experimenting with generative AI for research, drafting, and contract review. Clio’s move represents a broader trend: major legal tech vendors racing to integrate AI not as a standalone feature, but as a core component of everyday practice infrastructure.

Designed for Lawyers

Clio CEO Jack Newton emphasized that the platform is designed with lawyers in mind, noting that many existing AI tools require significant technical expertise or operate in isolation from core practice systems. “Lawyers shouldn’t have to cobble together five different AI tools and hope they talk to each other,” Newton said in the announcement. “We’re building AI into the foundation of legal work itself.”

The platform will roll out in phases, with early access available to select Clio customers before a broader release later this year. Pricing details were not disclosed, though the company indicated it would offer tiered plans based on firm size and feature access.

For Solo Practitioners and Small Firms

For solo practitioners and small firms, Clio’s core user base, the implications are significant. Automated time capture alone could address one of the most persistent pain points in small-firm practice: the lost revenue from unbilled hours. Meanwhile, AI-powered document drafting and client intake could level the playing field, giving smaller practices tools previously accessible only to larger firms with dedicated tech budgets.

Clio’s announcement also signals a maturation of AI in legal tech. Rather than positioning AI as experimental or optional, the company is framing it as essential infrastructure; a shift that may accelerate adoption across the profession as other vendors follow suit.

My Take

This is an excellent step in the evolution of AI in the practice of law.

What Clio is doing here isn’t just adding a chatbot or a research widget; they’re rethinking how law firms operate at a foundational level. By embedding AI across the entire workflow rather than bolting it on as an afterthought, they’re addressing the real problem: fragmentation. Lawyers are drowning in tools that don’t talk to each other, and AI has only made that worse. A unified platform that actually integrates intelligence into the day-to-day grind? That’s the right direction.

And let’s be honest, time tracking and billing are soul-crushing, low-value tasks that eat up hours every week. If AI can capture that work automatically and generate invoices without attorneys having to reconstruct their day from memory, that’s a tangible win for quality of life and revenue. Small firms, in particular, stand to benefit enormously. They don’t have the luxury of back-office staff or big IT budgets, so a platform that automates the boring stuff while keeping everything in one place is a game-changer.

What I also appreciate is the tone Clio is taking: this isn’t about replacing lawyers, it’s about freeing them up to do the work that actually requires legal judgment. That framing matters, especially as the profession continues to grapple with anxiety around AI displacement. The reality is that most attorneys spend too much time on administrative drudgery and not enough on strategy, client counseling, and substantive legal work. Tools like this help correct that imbalance.

If other legal tech vendors are paying attention, and they should be, this is the model to follow. AI shouldn’t be a feature. It should be infrastructure.

Read the full press release here.

Visit Clio here.

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