Key facts
- FoundedEstimate
2007 per Wikipedia infobox (category tags say 2008)
- FundingReported
Series E US$110M, Apr 27 2021, at US$1.6B (investors including OMERS Growth Equity)
- ValuationEstimate
US$5B valuation with the vLex acquisition (US$1B), announced Nov 2025
- Estimate
Grow (CRM/intake) comes from the Lexicata acquisition, Oct 2018
- Company says
Lists 300+ integrations; commissions mentioned, no rates given
What they sell
- Clio Manage (practice management)
- Clio Grow (CRM/intake)
- Clio Duo (AI)
- Clio Work Certified Expert / Certified Administrator (Clio Academy training credential)
Sells to: Law firms of all sizes, all practice areas, Canada/US/global
Price
EasyStart $39, Essentials $79, Advanced $119, Complete $149 per user/month, billed annually
How they sell
- Channel
- Certified Consultant / Channel Partner program (entry via Affiliate Partner first); developer program and App Directory (free dev accounts); ClioCon Boston 26-28 Oct 2026; appears at BCLMA, TLOMA, NALA, AAJ and GA Solo & Small 2026 events; Clio Community forum; annual Legal Trends Reports
Mentioned on
- Accountants and IT providers as AI sellers
- Buyers: adoption, pain and where owners gather
- Canada's AI automation agencies
- Enterprise and boutique implementers, and the forward-deployed-engineer wave
- How the best sell AI automation to small firms
- Niche by niche: who sells AI to law, immigration, mortgage, insurance and the mature verticals
- Price benchmarks across the market
- The common menu of AI offers
- The market map: six tiers, three countries
- Vertical software adding AI
Sources
- https://www.clio.com
- https://en.wikipedia.org/wiki/Clio_(software_company)
- https://bnnbloomberg.ca/business/2024/07/23/goldman-alphabet-back-canadian-legal-software-firm-in-900-million-raise
- https://thelogic.co/briefing/clio-reaches-us1-6-billion-valuation-after-funding-round/
- https://toolsforhumans.ai/ai-tools/clio
- https://toolradar.com/tools/clio/pricing
- https://www.clio.com/partnerships/certified-consultants/
- https://www.clio.com/partnerships/channel-partners/
- https://docs.developers.clio.com/
- https://help.clio.com/hc/en-us/articles/52382698193435-Clio-Work-Certified-Expert-Program
- https://community.clio.com/events/cliocon-2026-142
- https://www.clio.com/events/bclma-2026/
- https://www.clio.com/about/press/legal-trends-solo-small-law-firms-2025/
- https://canadianlawyermag.com/news/general/solos-and-small-firms-lag-with-ai-adoption-clio-report/392441
- https://www.prnewswire.com/news-releases/clios-2026-legal-trends-report-reveals-record-gains-in-billable-time-as-ai-reshapes-law-firm-economics-302918898.html