What it sells
Legal practice software.
Business model breakdown
Buyer: who owns the budget?
UnverifiedHypothesis: firm owners or practice administrators evaluate the purchase; an actual contract signer and budget authority have not been verified.
Trigger: what makes them buy now?
The Canadian pricing page positions higher tiers around reducing billing administration, controlling permissions, tracking profitability and converting incoming leads.
Workflow: what inputs become what output?
Practice-management tiers combine matter/contact/document records, time tracking, billing and client payments; Elite adds intake, scheduling and lead qualification through Clio Grow.
Economics: what it saves and how it charges
Per-user monthly software pricing with optional add-ons; all plans include training and 24/5 support. Cancellation takes effect at the end of the current monthly or annual term. Margin and service delivery cost are unverified.
Distribution: how it reaches customers
Canadian site offers a free trial and demo; referral, channel-partner and consultant directories provide additional acquisition routes.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2025-11-10 | Series G | $500-million USD | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-17.