Clio
Vancouver, CA · Delaware LLC · 8 known investors
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


Board
Investors · 8
Reported raises · per SEC filings
Form D private placements$32.9M disclosed across 4 rounds · 2018–2022
▶$17.8MraisedSep 2022 · 13 investors · OtherRule 506(b)
- 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
▶$5MraisedMay 2020 · 5 investors · OtherRule 506(b)
- 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
▶$5MraisedApr 2019 · 8 investors · OtherRule 506(b)
- 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
▶$5MraisedJul 2018 · 1 investors · OtherRule 506(b)
- 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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Clio went on to found or lead other companies.
Competitors · 1
by search overlapCompanies competing with Clio for the same Google search keywords, organic and paid, via search-intersection analysis.
Acquisitions · 1
Early investors' stakes continue via these dealsClio Draft is AI-powered legal drafting software that automates document creation for law firms, from client intake to final drafting, and provides access to up-to-date court forms. The product serves legal practitioners seeking to reduce time spent on routine document work.
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, Sixth Street, Tidemark, Point Nine.
- How much funding has Clio raised?
- Clio has disclosed $32.9M raised across 4 rounds.
- Where is Clio headquartered?
- Clio is headquartered in Vancouver, CA.