/Companies

Clio

Vancouver, CA · Delaware LLC · 2,704 employees on LinkedIn · 15 known investors

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Clio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.

Founders & leadership

JNJack Newton
Jack NewtonFounderJack Newton is the CEO and founder of Clio, which provides cloud-based legal practice management and client communication software for law firms. He is the author of the book "The Client-Centered Law Firm" and speaks on legal technology and AI.
RGRian Gauvreau
Rian GauvreauFounder
SK
Sergey KonchakovskiyDirector, Chief Executive Officer
RW
Ryan WongFounder

Board

JS
Julian SteinbergBoard director
JB
John BushBoard director
AF
Alyssa FerenzBoard director

Investors · 15

Funding

SEC filings, press & company announcements

$532.9M disclosed across 5 of 6 rounds · 2018–2025

▶$17.8MraisedSep 2022 · 13 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • Rafael RodasExecutive Officer
  • John BushDirector
  • John ThompsonExecutive Officer
  • Alyssa FerenzDirector
  • John McGuckinExecutive Officer
  • Sergey KonchakovskiyExecutive Officer, Director, Promoter
Offering amount
$20M
Amount sold
$17.8M
Proceeds to insiders
$700K
First sale
Sep 2022
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedMay 2020 · 5 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Alyssa FerenzDirector
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
Offering amount
$8M
Amount sold
$5M
First sale
May 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedApr 2019 · 8 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
  • Alyssa FerenzDirector
Offering amount
$5M
Amount sold
$5M
Proceeds to insiders
$1M
First sale
Apr 2019
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedJul 2018 · 1 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
  • Trevor NelsonDirector
Offering amount
$5M
Amount sold
$5M
First sale
Jun 2018
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Founder mafia

4 people who came through Clio went on to found or lead other companies.

Related companies · 1

Companies working in the same space as Clio.

Acquisitions · 2

Early investors' stakes continue via these deals
Lawyaw

Lawyaw developed legal document automation software that let law firms auto-fill court forms and generate documents from templates. Acquired by Clio in 2021, it now operates as Clio Draft.

Sharedo

ShareDo built cloud-based case and matter management software for mid-to-large law firms in the UK, US, Canada, and Australia.

In the news

Frequently asked questions

What does Clio do?
Clio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.
Who founded Clio?
Clio was founded by Jack Newton, Rian Gauvreau.
Who are Clio's investors?
Clio's investors include Acton Capital, Bessemer Venture Partners, CapitalG, Intrepid Growth Partners, JMI Equity, New Enterprise Associates (NEA), Point Nine, Sixth Street and 7 more.
How much funding has Clio raised?
Clio has disclosed $532.9M raised across 5 of its 6 known rounds.
Where is Clio headquartered?
Clio is headquartered in Vancouver, CA.