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Clio

Clio

Clio is a legal technology company that provides cloud-based practice management software and legal AI tools for law firms and solo practitioners. Its products (Clio Manage, Clio Grow, and Clio Work) help legal professionals manage client intake, matters, billing, and firm operations.www.clio.com

Search complete. 164 mentions across 30 episodes found for "Clio".

Sep 18, 2026

Eli GillGUEST
12:06
And just like us, that's what we think is one of our advantages.
Eli GillGUEST
12:10
We connect to many of your legal systems in the background so that when your workflows are happening, you know, if you're trying to update something in Clio, our system is able to go in and touch that and make that update.
Eli GillGUEST
12:21
In a similar way, Astra has more connections to legal providers than their default models do.
Eli GillGUEST
12:29
Actually, there's four things.

5 MINS LATER

Bill HauserHOST
17:44
Yep.
Bill HauserHOST
17:45
Vilevine's completely finished.
Bill HauserHOST
17:46
Clio's completely finished.
Bill HauserHOST
17:47
MyCase, Lawmatics, Thompson Reuters, Practice Panther.
RJon RobinsGUEST
34:58
Yeah.
RJon RobinsGUEST
34:58
Most of the merchant service providers these days give you the ability to auto charge a monthly subscription or a monthly retainer through All of the major law office management software programs, go Clio rocket matter.
RJon RobinsGUEST
35:19
Um, my case, they all have the ability to, to set up a monthly recurring charge.
RJon RobinsGUEST
35:26
And you can also set up a monthly recurring ACH.
Lisa ZarzecznyGUEST
25:26
And then Canadian icons.
Lisa ZarzecznyGUEST
25:29
We've got the chief financial officer and the Canadian country manager for Cohere, Jack Newton, Clio, Christian Weedbrook, Xanadu, leaders from Kepler, Borrowell, Dominion Dynamics.
Lisa ZarzecznyGUEST
25:44
The list literally goes on and on until you've counted to 265.
Lisa ZarzecznyGUEST
25:48
Yeah, that's a lot.
Conrad SaamHOST
1:51
So if you are a CallRail user, listen in.
Conrad SaamHOST
1:53
Specifically, if you are considering or work with Clio, Smokeball, Lawmatics, Docketwise, or Smart Advocate, we've got some nuggets coming up for you to stay tuned to.
speaker_3ADVERTISER
2:04
Solo lawyers are busy.
speaker_3ADVERTISER
2:07
You're answering emails, updating your website, chasing invoices, and keeping every detail on track.
Chris NelsonGUEST
5:12
Yeah, absolutely.
Chris NelsonGUEST
5:13
Thank you for having me.
Chris NelsonGUEST
5:16
We've launched multiple integrations, either enhancements to current integrations that we've had with partners within the legal industry like Clio or Lawmatics, in addition to some new ones that we've brought on board with Smokeball, with Docket Wise, with Smart Advocate, where we've tried to expand where we are and the lawyers that we can reach and work with within legal industries.
Chris NelsonGUEST
5:36
It's really just been a combination of taking those core platform capabilities that we have and adding new integration partners who might be partners who are working with another group of lawyers and law firms.
Carl SeelbachGUEST
32:18
And so I use Claude a lot.
Carl SeelbachGUEST
32:21
I also use a legal tech specific solution built by Clio called Clio Works, sometimes called Vincent.
Carl SeelbachGUEST
32:27
I don't know which one they're ultimately going to settle on.
Carl SeelbachGUEST
32:29
They're very similar.
Carl SeelbachGUEST
32:30
Seem to overlap to me.
Carl SeelbachGUEST
32:32
Clio's tool, for those of you who may use Clio, is your practice management system tool.
Carl SeelbachGUEST
32:36
Clio's tool is built on OpenAI's latest version of ChatGPT.
Carl SeelbachGUEST
32:42
As of the date of this presentation, I believe that's GPT 5.6 sole, if you're keeping track.
Kathleen KillenGUEST
0:13
So I'm Kathleen Killen.
Kathleen KillenGUEST
0:15
I lead the enterprise marketing segment here at Clio.
Kathleen KillenGUEST
0:18
I'm based in Toronto and I've been in legal tech for over 12 years now.
Kathleen KillenGUEST
0:24
Prior to legal tech, I was a practicing lawyer and I have, I'm very, very proud mom of four young children.
David WoolstencroftHOST
1:24
Amazing.
Kathleen KillenGUEST
1:24
And in the Canadian market.
Kathleen KillenGUEST
1:26
And yeah, then I had a few other legal tech stops until I got to Clio.
David WoolstencroftHOST
1:30
And what an amazing company Clio is.
Thomas G. MartinGUEST
27:35
And I love the opportunity to that we're handed every year to get everyone together and to have that experience together, because it's really special.
Thomas G. MartinGUEST
27:44
And yeah, for anyone out there that hasn't attended, if you're going to the Clio Cloud Conference, which we usually pair with, it's actually right before ClioCon starts on Monday.
Thomas G. MartinGUEST
27:56
So it's on Sunday, October 25th, 2026.
Thomas G. MartinGUEST
28:00
And so if you're going to be in town for Clio, you might as well come.
Thomas G. MartinGUEST
28:03
We have this great early bird discount right now.
Thomas G. MartinGUEST
28:06
And so if you go to AmericanLegalTechnology.com, like Matthew said, you can get early bird tickets.
Matthew KirbisHOST
28:55
It's half that if you don't care about the enterprise stuff.
Matthew KirbisHOST
28:59
Yeah, I mean, gosh, I mean, we couldn't run out on legal tech a little bit, but I'm gonna ask you a little bit more about the American legal tech awards first.
Matthew LanghouseGUEST
8:25
That was my central computer system, which is, well, not good, particularly if you're gonna have a firm.
Matthew LanghouseGUEST
8:34
You need to have... you know, an application, a software program, like we use Clio.
Matthew LanghouseGUEST
8:41
There's probably a lot of people who know what Clio is.
Matthew LanghouseGUEST
8:44
I think there's other ones like they're called Smokeball or, you know, various other...
Matthew LanghouseGUEST
8:50
Lawmatics or Silkrock.
Matthew LanghouseGUEST
9:31
But if somebody had to come in here and say, well, what's the centralized system? Let's try and figure out what Matt was up to.
Matthew LanghouseGUEST
9:36
Nobody would be able to do it.
Matthew LanghouseGUEST
9:39
So having Clio and Having things centralized was, you know, it's not only good for a firm that's necessary.
André Noël ChakerGUEST
0:45
Finding new ways, new opportunities has never been more exciting than it is today.
Rob HannaHOST
0:52
On today's Legally Speaking podcast, sponsored by Clio, I'm delighted to be joined by Andre Noel Chaker.
Rob HannaHOST
0:58
Andre is an entrepreneur, internationally recognized keynote speaker, and author.
Rob HannaHOST
1:03
He is one of the leading voices on communication, leadership, and artificial intelligence.
Julien RoethlisbergerHOST
18:41
the fact that you are working with AI to your customers? Or is it something that is still complicated to do? This is something that people are arguing, and I don't think that's much of an argument.
Damien RielGUEST
18:52
Because if you hire me as a client, I don't tell you that I use Westlaw or Lexis or Clio for my legal research.
Damien RielGUEST
19:00
I don't tell you that I use Grammarly to check my grammar.
Damien RielGUEST
19:03
I don't tell you that I use Microsoft Word.

11 MINS LATER

Damien RielGUEST
29:35
So as they leapfrog each other, and as open weights kind of come close behind, where they used to be nine months behind, then they became six months behind, now arguments are that maybe they're two or three months behind.
Damien RielGUEST
29:47
So as they now catch up with the foundational models, I think that we as consumers are the beneficiaries of this competition because now what is the best at the law is a moving target, which is great for us because now we could be able to choose the model that is best for the tools that we do.
Damien RielGUEST
30:04
And if we build our tools correctly, like we're building at Clio, we want to be able to say we are agnostic as to the provider.
Damien RielGUEST
30:12
We might use OpenAI for this thing, but we'll use Anthropic for that thing, and we'll use Gemini for another thing.

20 more episodes mention Clio.

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