Clio
Founded Year
2008Stage
Series F | AliveTotal Raised
$1.316BValuation
$0000Last Raised
$900M | 7 mos agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+83 points in the past 30 days
About Clio
Clio provides software solutions for the legal industry. The company offers a suite of tools that facilitate law practice management, client intake, billing, and document management, designed to streamline operations for legal professionals. It products are help the law firm productivity and client services, adhering to legal industry compliance standards. It was founded in 2008 and is based in Burnaby, Canada.
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ESPs containing Clio
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The legal practice & case management software market provides software solutions to streamline and manage legal practices & cases for law firms, legal departments, and other legal professionals. These software platforms offer features such as case search, case tracking, practice management, calendaring, task management, and communication tools. This legal tech market is driven by the need for effi…
Clio named as Leader among 12 other companies, including Harvey, Casetext, and Filevine.
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Research containing Clio
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Clio in 2 CB Insights research briefs, most recently on Sep 20, 2024.
Oct 10, 2023
The legal tech market mapExpert Collections containing Clio
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Clio is included in 2 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Clio Patents
Clio has filed 30 patents.
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
1/23/2017 | 5/4/2021 | Stem cells, Transcription factors, Developmental biology, Biotechnology, Cardiac arrhythmia | Grant |
Application Date | 1/23/2017 |
|---|---|
Grant Date | 5/4/2021 |
Title | |
Related Topics | Stem cells, Transcription factors, Developmental biology, Biotechnology, Cardiac arrhythmia |
Status | Grant |
Latest Clio News
Jan 13, 2025
CallRail Expands Partnership with Clio Deeper integration demonstrates the company's continued investment in the legal space CallRail, the AI-powered lead intelligence platform, today announced an expansion of their integration with Clio, a global leader in legal technology. This expansion, which now includes Clio Grow, provides law firms even more insights into their marketing performance and lead conversations, demonstrating an unparalleled investment to help legal professionals market with confidence. Solo and small firm lawyers especially struggle to gain insight on what marketing activities drive leads – and to convert them to cases and clients. Clio’s 2024 Legal Trends Report found that firms are losing potential clients from lower lead conversion due to poor client experience, with 73% of prospective clients reporting they wouldn’t recommend the firm they spoke with. Additionally, the report found that firms using client-facing technology saw 52% more revenue and 51% more leads. “The insights that Clio users will be able to access from client conversations will allow lawyers to continuously improve their marketing activities and client experience – and ultimately convert leads faster, manage them more efficiently and drive more revenue,” said Mike Stocker, VP, Partnerships at CallRail. “We’re thrilled to expand our partnership with Clio and continue our investment in the legal industry to better serve the more than 3,300 law firms that leverage our technology.” With the updated integration, mutual customers are able to stay on top of every prospective client throughout their journey, starting from the very first phone call or text message. New capabilities include: More accurate lead attribution that is now available in Clio Grow where Clio users maintain their prospect database Elimination of manual data entry with auto-population of detailed lead records, including contact and interaction data, centralized in the Clio platform AI-powered call summaries from all lead conversations populate directly in the Clio client record so marketers can quickly access key takeaways from every call. “CallRail’s deepened integration with Clio Grow unlocks powerful lead intelligence capabilities for law firms,” said Jonathan Watson, Chief Technology Officer at Clio. “This partnership sharpens the competitive edge for lawyers using Clio, offering actionable insights to drive growth and better serve clients. It’s all about enabling smarter decisions and stronger results for our shared customers.” To learn more about the Clio integration, visit https://www.callrail.com/integrations/clio-grow.
Clio Frequently Asked Questions (FAQ)
When was Clio founded?
Clio was founded in 2008.
Where is Clio's headquarters?
Clio's headquarters is located at 4611 Canada Way, Burnaby.
What is Clio's latest funding round?
Clio's latest funding round is Series F.
How much did Clio raise?
Clio raised a total of $1.316B.
Who are the investors of Clio?
Investors of Clio include JMI Equity, OMERS Private Equity, Technology Crossover Ventures, Sixth Street Growth, New Enterprise Associates and 12 more.
Who are Clio's competitors?
Competitors of Clio include Filevine, Everlaw, LexDock, Headnote, Case.one and 7 more.
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Compare Clio to Competitors
PracticeEvolve specializes in legal practice management software, offering solutions in the legal technology sector. The company provides cloud-based software that integrates matter management, document handling, and legal accounts management to streamline operations for law firms. PracticeEvolve's software is designed to enhance the efficiency and productivity of legal practices by offering customizable tools and services that support case management, document management, and financial management within a secure, cloud-based environment. PracticeEvolve was formerly known as Documatics. It was founded in 2008 and is based in Sydney, New South Wales.
Filevine focuses on legal technology that provides legal case management software. Its main offerings include solutions for case management, document management, lead management, contract management, and business analytics. Filevine also offers AI-powered features, such as automated demand letters and immigration process streamlining, as well as integrations with popular legal tools. It was founded in 2017 and is based in Salt Lake City, Utah.
LexDock is a cloud-based legal management platform that operates in the legal services industry. The company offers a comprehensive suite of tools for legal matter management, project tracking, collaboration, billing, document retention, and performance analytics designed for businesses and attorneys. LexDock primarily serves sectors such as retail, logistics, hospitality, transportation, services, software, manufacturing, and construction. It was founded in 2018 and is based in Tampa, Florida.
Docket provides a centralized platform for legal teams. It centralizes matter intake, manages departmental collaboration, and gains deep analytics into the legal department. The company's platform tracks team key performance indicators (KPIs) and key matter data, prepares for board meetings as well, and helps to make data-driven decisions about legal spending, enabling clients to manage workload and generate reports automatically. It was founded in 2019 and is based in San Francisco, California.
LEX247 is a company that focuses on providing cloud-based legal practice management software in the legal tech industry. The company offers a platform that allows law firms to manage cases, track time, communicate with clients, issue invoices, and integrate with other applications for seamless workflow management. The primary customers of LEX247 are law firms of various sizes, from small and medium-sized firms to large national and international law firms. It was founded in 2015 and is based in Stockholm, Sweden.
Assembly Software is a provider of legal software solutions, focusing on case management and legal practice automation. Their main offering, Neos, is a platform that includes features for case management, client intake, and document management, along with integration with other legal and business applications. Neos incorporates artificial intelligence to assist in document handling and workflow for law firms. It is based in Miami, Florida.
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