Clio Named Top-Tier Software Vendor by APPS RUN THE WORLD in the APPS and CLOUD TOP 500 Market Report

Clio Strengths, Domain Expertise, and Key Differentiators

Clio's Software as a Service (SaaS) practice management tools are tailored to meet the needs of solicitors, barristers, and legal professionals aiming to optimize operational efficiencies within their practice and enhance external collaboration capabilities.

Clio Recent Developments

Clio announced a range of new features at the 2023 Clio Cloud Conference. These enhancements allow legal professionals to customize their technology within Clio's centralized platform, trusted by over 150,000 professionals worldwide. The updates include a Personal Injury Add-On, Clio File for electronic filing, and Clio Duo, an AI-powered assistant. Additionally, Clio offers discounted plans for legal aid organizations. Other updates include enhancements to Clio Grow and Clio Manage, as well as payment solutions like Apple Pay and Google Pay. Lawyaw, Clio's document automation software, introduces questionnaires and exclusive contact packages with the New York State Bar Association.

In October 2021, Clio launched the new Clio Payments platform, a foundational payments technology built for the legal industry's most advanced legal tech solution. Clio Payments enables lawyers to facilitate client-centered payment options, easing the billing and collections process while offering secure and compliant online payment choices for their clients.

In January 2019 Clio released Clio Grow, the company’s new client intake and legal customer relationship management (CRM) software. Together with Clio Manage, Clio’s existing practice management software, the two products form the Clio Suite, the legal industry’s most comprehensive end-to-end software solution focused on enhancing the client experience—which will shape the roadmap for development in the coming year. Based on Clio's ongoing research into the most pressing challenges faced by law firms today, it was clear that lawyers needed a solution to manage the entire client journey.

Clio acquired Lexicata in late 2018, which laid the foundation for Clio Grow and an end-to-end suite experience.

Clio Grow offers legal professionals a new way to organize, nurture, and acquire new clients from one convenient platform. By automating the intake process, legal professionals can deliver more personalized and efficient client experiences—while using advanced data reporting to determine their firm’s most valuable sources for new business.

In October 2017, Clio introduced the new Clio experience. Clio’s reinvention features over 220+ enhancements and incorporates nine years of customer feedback to further advance the leading practice management platform. One of its key focuses is Clio’s Campaign Tracker for law firms to track and convert leads while getting a better handle on new revenue opportunities, marketing initiative expenses as well as campaign ROI.

Clio Mergers and Acquisitions (M&A) Activities

Clio, a provider of cloud-based legal technology solutions, has officially rebranded Lawyaw, a legal tech firm acquired in 2021, as Clio Draft. This strategic move aligns with Clio's commitment to optimizing legal document workflows through enhanced product integration within its acclaimed platform. Clients can anticipate seamless access to familiar features and dependable support, leveraging Clio's renowned customer service expertise.

Clio Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Clio applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Clio and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Clio Suite, Clio Manage, Clio Grow, Clio Payments, customers.

Clio Key Enterprise and Cloud Applications

Clio Suite, Clio Manage, Clio Grow, Clio Payments,

Clio Revenues, $M:

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Clio Direct vs Indirect sales

Clio Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified Clio Customers

No. of Clio Customers: 150000

No. of Clio Enterprise Applications Customers: 150000

No. of Clio Cloud Customers: 150000

No. of Clio Cloud Subscribers: x

Clio boasts over 150,000 customers across approximately 100 countries. Notable among these customers are Kel LLC, New York State Bar Association, Warnken LLC, Sipser, Weinstock, Harper and Dorn LLP, The Law Offices of Gonzales Gonzales and Gonzales, Utah Family Law, and numerous others.

Clio Market Opportunities, M&A and Geo Expansions

The pursuit of market expansion in Australia, augmented product development specifically tailored to the Australian legal market, fostering sales growth and strategic partnerships within the region, prioritizing customer success and support, fostering professional development within Clio's expanding regional team, and actively engaging with the local ecosystem for networking and collaboration, all serve to collectively contribute to the company's overarching growth objectives.

In November 2021, Clio unveiled a significant expansion to its executive leadership team, including a new Chief Operating Officer, Chief People Officer, Chief Technology Officer, and Chief Marketing Officer. This new structure will see the C-suite double in size and bring on new leaders from high growth stage and public companies, while also further leveraging the tenure and deep experience of existing engineering and marketing leads.

In April 2021, Clio announced a new valuation of US$1.6B after raising US$110M in its Series E. The funding round was led by funds and accounts advised by T. Rowe Price Associates and also included OMERS Growth Equity. This investment signals a historic moment in the growth of legal technology, with Clio becoming the first legal practice management unicorn globally.

In October 2018, Clio acquired Lexicata, legal client intake, and client relationship management (CRM) solution. Clio’s acquisition of Lexicata is a defining moment for the legal industry. As long-time integration partners, with more than half of Lexicata’s existing customer base already using Clio, the two companies have already been working together to meet the different needs of law firms.

Clio Risks and Challenges

Clio announces the appointment of Sarah Murphy as General Manager of EMEA and Hemant Kashyap as Chief Product Officer. Murphy will lead strategic growth initiatives, while Kashyap will oversee product strategy and development.

Clio’s attempts to disrupt the legal practice management applications market with Cloud-only products are going to be tested by escalating Cloud push by deep-pocketed incumbents such as Thomson Elite. A price war could ensue.

Clio Ecosystem, Partners, Resellers and SI

Clio has partnered with the Black Professionals in Tech Network (BPTN), an organization dedicated to advancing opportunities for Black technical and business professionals, aiming to address the talent gap within the tech industry. Through this collaboration, Clio and BPTN will engage in ongoing learning, discussions, and support, demonstrating a shared commitment to fostering a more diverse, inclusive, and equitable future in the North American tech sector.

Clio Cloud Infrastructure Insights

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Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link: