Clio Launches Clio Operate to Revolutionize the North American Legal Market

In a groundbreaking move for the legal industry, Clio, a global leader in legal AI, has officially launched Clio Operate at the renowned Legalweek New York event. This launch represents a significant advancement in Clio's efforts to cater to large law firms in North America, following the acquisition of ShareDo in March 2025. The transformation of ShareDo into Clio Operate highlights the platform’s powerful capabilities for legal workflow management and operational orchestration, tailored specifically for mid-sized to large legal firms navigating increasingly complex service models.

A Game-Changer for Large Law Firms

With the legal sector facing mounting pressures, Clio Operate emerges as a vital solution addressing the complexities inherent in managing large legal operations. The legal landscape has been transformed by decades of technology upgrades that have created what’s known as technical debt, where data becomes siloed across disparate systems. Lawyers often find themselves losing valuable hours in manual processes and navigating the hurdles of context switching. Clio Operate aims to address these inefficiencies by providing a cohesive platform that centralizes legal operations, thereby enhancing visibility, coordination, and control.

Jack Newton, CEO and Founder of Clio, elaborated on this strategic move: “Clio for Enterprise reflects our deep commitment to the large law segment. With Clio Operate, firms gain a single pane of glass to manage their legal operations with greater visibility, coordination, and control.”

The Current Landscape of Law Firms

As the demand for speed and efficiency rises, many firms acknowledge that the next five years will favor those equipped with modern and interconnected data environments. Yet, the challenge remains; transformation efforts often stall due to legacy systems and slow implementation cycles. According to James Harrison, a Partner and IT Director at Leigh Day, the previous systems had been more of a hindrance than a help, and it was imperative to adopt something more intuitive and adaptable.

Nina Jack, General Manager, US Enterprise at Clio, noted the shifting expectations within the enterprise legal market, stating, “Firms are no longer asking whether they should modernize; they are inquiring how to do it while minimizing disruptions and risks.”

Comprehensive Operational Insights

Clio Operate stands out as a central operating system designed specifically for legal workflows. It integrates best-in-class technologies while offering native tools essential for law firms. This structure allows firms to effectively translate their expertise into standardized, scalable workflows, resulting in enhanced performance metrics. Firms that have adopted Clio Operate have reported reclaiming an impressive two billable hours daily per fee earner, while also noting significant reductions in case lifecycles and improvement in matter creation efficiency.

Newton further explained how Clio Operate alleviates visibility and control challenges: “Instead of piecing together information from disconnected platforms, our customers can access workflows, data, and performance metrics from a single interface.” This innovation helps firms overcome operational drag, activating their capacity for greater efficiency.

Scalable and Flexible Solutions

Developed with scalability in mind, Clio Operate is particularly advantageous for firms operating across different jurisdictions and practice areas, featuring low-code and no-code configurations that empower internal teams to design intricate workflows without relying on traditional development timelines. Its robust architecture allows for seamless integration of various matter types while maintaining data integrity and flexibility.

Ben Nicholson, General Manager, UK Enterprise at Clio, commented, “Large law firms are ready for a different conversation about technology. They desire platforms that enable rapid growth while ensuring control.” With Clio Operate, firms can modernize effectively without burdening their existing systems.

Conclusion

Clio Operate is now available for mid-sized and large law firms across North America, with demonstrations and briefings taking place during Legalweek New York at the Clio booth. As Clio pioneers this initiative, it stands poised to reshape the operational landscape of large law firms, offering powerful resources to navigate the complexities of modern legal work. To explore further, visit clio.com/operate.

About Clio

Clio is recognized globally for its innovative legal AI solutions, equipping law firms and corporate legal departments with technologies designed to keep pace with the evolving legal landscape. With adoption by leading global law firms, Clio is setting the standard for technology in legal service delivery.