Clio — Valuation, Funding & Investors

Clio is a legal technology company headquartered in Burnaby, British Columbia. It offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting. Jack Newton and Rian Gauvreau established the company in 2007, and Clio launched the first cloud-based practice management software developed for law firms.

Clio announced that it had acquired client intake software provider Lexicata and that the Lexicata product would be converted into a new product called Clio Grow, and Clio Work is the only AI that understands your cases, their context, and the law - delivering research, document and file analysis, and case strategy. On September 5, 2024, the Vancouver Canucks announced Clio as their inaugural away jersey sponsor, in a multi-year partnership with the company.

Listed funds carry late-stage private names. A fund's latest schedule of investments shows whether it holds Clio.

Often trade at a premium or discount to NAV.

Platforms match existing holders with buyers. Clio availability at any moment is set by the holders.

High minimums, transfer approval, company right-of-first-refusal.

Valuations, rounds and IPO status for every company in the directory — Clio included.

The last valuation is $5B (post-money, May 2026).

Lead investors for each round are in the funding timeline.

The closest legal technology (law practice management software) peers are on the competitors page.

The routes section explains what is realistically available for a company at this stage.