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Clio AI Assistant

Clio, the leading legal practice management CRM, launched its Clio AI Assistant in late 2025. This new feature set uses generative AI to draft pleadings, contracts, and discovery requests directly within the platform. It also automates client intake workflows, suggests next actions based on case timeline, and generates custom invoices from voice notes. The AI Assistant integrates with Clio’s existing document management, scheduling, and payment processing. Firms report 30% faster document turnaround and a 20% reduction in data entry errors. Available as a paid add-on to existing Clio plans.

Score: 85/100From $39/mo
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Key Features

  • Generative AI document drafting
  • Voice-to-text invoice creation
  • Automated client intake and triage
  • Smart case timeline suggestions
  • Integration with Clio's full practice management suite

Pros

  • +Easy to use
  • +Good support
  • +Regular updates

Cons

  • -Learning curve
  • -Pricing could be clearer