Clio
Suite 300 4611 Canada Way,
Burnaby, V5G 4X3, BC,
Canada
Burnaby, V5G 4X3, BC,
Canada
1 888-858-2546
Professional Services
Clio Technographics
Clio Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clio and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Clio employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clio has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2015, ALB Time Entry Cleansing for Legal Time and Billing in 2021, Zendesk Chat for Chatbots and Conversational AI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clio is running and its propensity to invest more and deepen its relationship with Greenhouse , Culture Amp , Lattice or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Clio revenues, which have grown to $300.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Clio intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Clio Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, Clio implemented Greenhouse ATS as its Applicant Tracking System for recruiting and hiring. The Greenhouse ATS is embedded on Clio's public careers site to capture candidate applications and to standardize intake across the company's hiring channels, supporting corporate recruiting for a 1,200 employee professional services organization.
The implementation emphasized core Applicant Tracking System capabilities including career site integration and job posting, candidate tracking and profiling, structured interview orchestration, offer and pipeline management, and recruiting analytics. Deployment focused on configuring hiring workflows and interview scorecards to align with talent acquisition governance, centralizing process ownership within recruiting, and instrumenting the career site to feed candidate data directly into Greenhouse ATS.
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Employee Experience | HCM |
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2018 | 2018 |
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Performance and Goal Management | HCM |
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2017 | 2017 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Accurate Legal Billing | Legacy | ALB Time Entry Cleansing | Legal Time and Billing | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021 Clio announced an API integration with Accurate Legal Billing to deliver ALB Time Entry Cleansing, focused on legal billing/finance processes. ALB Time Entry Cleansing was positioned for same-year availability via the Clio integration and is described as an embedded service within Clio billing workflows.
The implementation centered on ALB Time Entry Cleansing modules for time entry normalization, automated compliance validation against outside-counsel billing guidelines, and cleansing of fee descriptions and time increments. The announced capability set implies automated flagging of non-compliant entries and rule-based normalization to align firm time entries with client billing requirements.
The integration is implemented as an API linkage between Clio and Accurate Legal Billing so cleansed time entries surface directly in Clio billing and invoice preparation flows. Operational coverage in the announcement targeted law firms in North America with stated intent to extend support for global firms, and the solution is intended to operate within Clio’s billing and outside-counsel invoice workflows.
Governance and rollout were framed as a vendor partnership coordination, with delivery through Clio platform controls and firm-level workflow configuration expected during 2021. The announcement emphasized improving compliance with outside-counsel billing guidelines as the primary business objective, without specifying quantified outcomes.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, Clio deployed Zendesk Chat on its website. Zendesk Chat, a Chatbots and Conversational AI application, was used to provide real time customer engagement and web based support for Clio's professional services customer base.
The implementation concentrated on embedding the Zendesk Chat widget into the public site to capture inbound inquiries, route conversations into existing support workflows, and create transcripts for case handling. Configuration emphasized live chat, proactive messaging and canned responses, reflecting typical Chatbots and Conversational AI modules, while governance focused on agent access controls and standardized conversational templates to support the customer support function.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2014 | 2014 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2014 | 2014 |
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Customer Support | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Clio
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Clio Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Clio IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Clio digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Clio Technographics
Clio is a Professional Services organization based in Canada,
with around 1500 employees and annual revenues of $300.0 million.
Clio operates a diverse technology stack with applications such as
Greenhouse ATS, ALB Time Entry Cleansing and Zendesk Chat,
covering areas like Applicant Tracking System, Legal Time and Billing and Chatbots and Conversational AI.
Clio has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Greenhouse, Accurate Legal Billing and Zendesk.
Clio recently adopted applications including
6sense Account Engagement Platform in 2023, Dropbox Sign API (formerly HelloSign API) in 2022 and Zoominfo Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Clio’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Clio’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Clio technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.