Clio unveils unified legal platform with agentic workflows, AI phone system and new DMS
Clio announced a consolidated interface that unites Clio Grow, Clio Manage and Clio Work and adds agentic end-to-end workflows, an AI-native business phone system called Clio Phones, automated time capture and a new Documents Pro document management system; the company also highlighted a global legal library of more than one billion primary and secondary legal documents and introduced Vincent Projects for collaborative AI-assisted work.
Summary
AI-assisted summary of the linked sourceClio said the new single view will let users move from client intake through matter management inside one interface and will shift responsibility for coordinating work from individuals to the platform, enabling agentic workflows that can assess inquiries, prepare consultations, open matters and coordinate subsequent legal steps.