Clio AI
What is Clio AI?
Clio AI is a cloud-based legal practice management platform for law firms that connects intake, case management, documents, billing, and client communication in one workflow. It includes Law Practice Management, Client Intake & CRM, Advanced Document Automation & Forms, Calendaring, and Legal Billing, and adds Manage AI and Clio Work for automation and case-context drafting. It integrates with 300+ app partners and is used by King Law and Williams & Hamilton. Plans run EasyStart starting at $49/user/month, with Essentials, Advanced, and Expand custom.
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At a glance
- Clio AI is best for law firms that want intake, case work, billing, and client communication in one system.
- EasyStart Starting at $49/user; Essentials Custom; Advanced Custom; Expand Custom
What does Clio AI do?
Clio manages legal work by connecting intake, case management, documents, billing, and client communication in one cloud-based workflow. Firms can capture client details with customizable intake forms, move them into matter workflows, generate documents from templates, and keep deadlines, tasks, and calendars aligned. Manage AI adds automated calendar events, prioritized tasks, client updates, and payment-ready invoices, while Clio Work helps lawyers review files, surface relevant precedent, and draft from case context. At scale, Clio says 400,000+ legal professionals use the platform across 130+ countries, supported by 300+ app integration partners. The product is built for firms that want to run securely from any device, and the app directory shows a broad ecosystem around practice management, payments, CRM, and document tools. Customers named on the site include King Law, Williams & Hamilton, and Cage and Miles.
Why use Clio AI?
- Clio combines practice management, intake, drafting, and billing so firms can reduce handoffs between separate tools.
- Its cloud-based workflow lets teams work securely from any device without relying on self-hosted infrastructure.
- The ecosystem includes 300+ app integration partners, which helps firms connect adjacent tools without rebuilding processes.
- Manage AI and Clio Work add legal-specific automation for calendars, tasks, drafting, and matter analysis.
- The platform is used by 400,000+ legal professionals across 130+ countries, which signals broad operational maturity.
Who is Clio AI for?
- Solo and small-firm lawyers who need to manage matters, billing, and client communication in one place.
- Intake and growth teams who want customizable forms, booking, and lead-to-client workflows.
- Litigators who need AI help reviewing files, spotting risks, and drafting from case context.
- Operations managers who want reporting, task automation, and cleaner firm-wide workflows.
- Client service teams who need secure portals, reminders, and organized two-way communication.
What are Clio AI's key features?
Law Practice Management
Manage matters, documents, billing, and client communications in one system used by 400,000+ legal professionals across 130+ countries.
Client Intake & CRM
Capture leads, run conflict checks, and track intake stages with CRM tools that connect to Google Search and Google's Local Services Ads.
Advanced Document Automation & Forms
Build templates, questionnaires, and court forms, then draft faster with AI and Microsoft Word support for PDF or Word exports.
Calendaring
Coordinate deadlines and appointments in a shared calendar, helping firms reduce missed dates while keeping matters organized across teams.
Document Management
Store legal files securely in the cloud, access them from any browser, and share documents for e-signature and collaboration.
Legal Billing
Track time and expenses, create invoices, and accept online payments, giving firms a clearer path from work performed to cash collected.
Client Communications
Use secure client communications and a client portal to exchange updates and documents, with integrations like Ringover and DocuPost.
Firm Insights
Review profitability, productivity, and progress with custom reports, helping firms spot what drives revenue and where work slows down.
What does Clio AI integrate with?
- Google's Local Services Ads
- Google’s Local Services Ads
- Scorpion RevenueMAX
- Philips SpeechLive
- Tuttle
- DocuPost
- Ringover
- IdentityCheck
- easyAML
- Thirdfort
- OurFamilyWizard
- Zapier
- Clio Manage
- Google Search
- Microsoft Word
What are Clio AI's use cases?
Solo lawyer matter management
Solo and small-firm lawyers use Clio AI to keep matters, billing, and client communication in one place. They rely on Law Practice Management and Legal Billing to track work, send invoices, and stay on top of deadlines without juggling separate systems.
Intake to client workflow
Intake and growth teams use Clio AI to turn inquiries into signed clients. They build lead capture with Client Intake & CRM and Advanced Document Automation & Forms, then use Appointment Booking to move prospects from form submission to consultation.
Litigation review and drafting
Litigators use Clio AI to review case files, spot issues, and draft faster from the matter record. They combine Case Management with Document Management and Task Management to organize facts, surface risks, and keep next steps tied to the file.
Firm reporting for operations
Operations managers use Clio AI to monitor productivity and profitability across the firm. With Firm Insights and Financial Reporting, they can see which matters are moving, where time is being lost, and which workflows need automation.
How does Clio AI work?
- Connect your first matter in Law Practice Management and bring over contacts, deadlines, and documents so the file becomes the center of daily work.
- Set up Client Intake & CRM with forms, questionnaires, and Appointment Booking to capture leads, qualify them, and move them into consultations.
- Organize work in Document Management and Advanced Document Automation & Forms, then use templates to generate letters, pleadings, and client packets faster.
- Track time, send invoices, and collect payments through Legal Billing, Time & Expense Tracking, and Online Payments so billing stays tied to active matters.
- Use Client Communications, Legal Client Portal, and Firm Insights to keep clients updated, share documents securely, and review performance across the firm.
How much does Clio AI cost?
EasyStart
Starting at $49/user- Core tools to track time, bill clients and manage documents
- Built-in e-signatures and secure client communications
- Simplified workflows that save hours each week
Essentials
Custom- Work faster with document and matter templates
- Keep clients connected with a secure communication portal
- Work smoothly with 250+ app integrations
Advanced
Custom- Automate task assignments, document and matter creation
- Custom reports on profitability, productivity and progress
- Live onboarding and priority support
Expand
Custom- Capture and convert leads with legal CRM tools
- Automate every touchpoint, from inquiry to invoice
- See the full ROI of your marketing efforts
Frequently asked questions
What is Clio AI?
Clio AI is a cloud-based legal practice management platform for law firms that connects intake, case management, documents, billing, and client communication in one workflow. It includes Law Practice Management, Client Intake & CRM, Advanced Document Automation & Forms, Calendaring, and Legal Billing, and adds Manage AI and Clio Work for automation and case-context drafting. It integrates with 300+ app partners and is used by King Law and Williams & Hamilton. Plans run EasyStart starting at $49/user/month, with Essentials, Advanced, and Expand custom.
How much does Clio AI cost? Is it free?
Clio AI has 4 paid plans: EasyStart at Starting at $49/user, Essentials at Custom, Advanced at Custom.
What is Clio AI used for? Who is it for?
Clio AI is used for Law Practice Management, Client Intake & CRM, and Advanced Document Automation & Forms. It's built for Solo and small-firm lawyers, Intake and growth teams, and Litigators.
Does Clio AI have an API and what does it integrate with?
Clio AI doesn't publish a public API. It integrates with Google's Local Services Ads, Google's Local Services Ads, Scorpion RevenueMAX, Philips SpeechLive, Tuttle, and 10 more.
Editor's read
Check whether EasyStart's core workflow is enough before moving up: the higher tiers add document and matter templates, automation, reporting, and CRM-focused lead capture. If those are required on day one, Essentials, Advanced, or Expand is the relevant starting point.
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