Last updated 11-08-2025
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Clio Work
Clio Work is an AI-powered legal research and case management tool designed specifically for lawyers. It integrates deeply with Clio Manage, a legal practice management platform, to understand the context of each case by analyzing documents, deadlines, tasks, notes, and communications. This allows Clio Work to deliver precise, legally grounded research, analysis, and case strategy tailored to the specifics of each matter.
The tool targets legal professionals who need to streamline their research and case preparation processes. By connecting to a vast global law library of over one billion verified legal documents, Clio Work provides cited and authoritative results, helping lawyers build stronger arguments and documents with confidence.
What sets Clio Work apart is its ability to continuously update its understanding of a case as new information is added, without requiring manual uploads or briefings. It respects user permissions and maintains data privacy by running entirely within Clio's secure environment, ensuring client data is protected and never used to train external AI models.
Clio Work supports both litigation and transactional legal work by analyzing pleadings, contracts, depositions, and correspondence. It identifies relevant precedent, obligations, risks, and facts quickly, helping legal teams work faster and more accurately. The AI replaces traditional keyword searches with conversational understanding, interpreting intent to deliver accurate, cited results on the first try.
The platform also anticipates next steps by monitoring filings, emails, and tasks, flagging risks and prompting users ahead of deadlines to keep cases progressing smoothly. Its integration with Clio Draft further streamlines workflows by turning research and analysis into ready-to-file documents with automated client data filling and e-signature management.
Built on enterprise-grade infrastructure with certifications like SOC 2 Type II, ISO 27001, GDPR, and HIPAA, Clio Work ensures compliance and security. Its proprietary citator, CERT, verifies the legal authority of all cited sources, giving lawyers confidence in the reliability of their research.
Overall, Clio Work offers a personalized, context-aware AI workspace that enhances legal practice by making research faster, more reliable, and deeply integrated with case management.
🔍 Conversational Search: Ask legal questions naturally for accurate, cited answers without complex keywords.
📄 Document Analysis: Quickly review filings, contracts, and transcripts to highlight key facts and risks.
📅 Context Awareness: Automatically uses case details from Clio Manage to provide relevant insights and updates.
⚖️ Verified Legal Sources: Access over one billion legal documents with confidence scoring and direct citations.
⏰ Deadline Alerts: Flags risks and prompts next steps ahead of deadlines to keep cases on track.
Deep integration with Clio Manage for seamless case context awareness.
Access to a vast, verified global legal library ensuring reliable research.
AI continuously updates with case changes without manual input.
Supports both litigation and transactional legal workflows effectively.
Enterprise-grade security and compliance protecting client data.
Pricing details are not publicly disclosed, requiring contact for quotes.
Requires use of Clio Manage for full functionality, limiting standalone use.
How does Clio Work integrate with Clio Manage?
Clio Work connects directly with Clio Manage to access your case documents, tasks, deadlines, and communications, allowing it to provide context-aware legal research and analysis without extra uploads.
Can Clio Work handle both litigation and transactional legal work?
Yes, Clio Work adapts to various legal tasks including analyzing pleadings, contracts, depositions, and correspondence across different matter types.
How does Clio Work ensure the legal research is reliable?
It draws from the Clio Library, a curated database of over one billion verified legal documents, and uses the proprietary CERT citator to confirm that cited authorities remain good law.
Does Clio Work require manual updates to understand my cases?
No, Clio Work continuously evaluates your case materials and updates its understanding automatically as new information is added in Clio Manage.
Is client data used to train Clio Work's AI models?
No, Clio Work runs entirely within Clio’s secure environment and your client data is never exported, shared, or used to train external AI models.
What kind of security certifications does Clio Work have?
Clio Work is backed by industry-leading certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA to ensure data privacy and compliance.
Can Clio Work help me meet deadlines and manage case risks?
Yes, it monitors filings, emails, notes, and tasks to flag risks, highlight gaps, and prompt you ahead of deadlines to keep your case progressing smoothly.