Firm Factor

Top Takeaways from Clio Con 2025


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John just got back from ClioCon 2025, and he’s got some serious insights to share about the event. The main thing? Clio is making big moves into the enterprise world with products like Managed AI, designed to streamline processes for law firms. But there’s a catch — while the tech sounds impressive, John raises concerns about reliability and the risk of errors multiplying across practices.

He also dives into Clio’s new Buy Now, Pay Later option, which could reshape how clients pay for legal services, making access to representation more affordable. We’re breaking down all these developments and what they mean for law firms, so stick around!

The conversation kicks off with Rebecca and John unpacking John’s experience at ClioCon 2025. They explore the major product launches, highlighting Clio’s acquisition of Sharedo, an enterprise case management platform for larger firms. John notes how this marks a clear shift from Clio’s traditional small-firm focus. They also discuss the debut of Managed AI and Clio’s hints at expanding into legal research — potentially competing with Thomson Reuters and LexisNexis — though the details remain early-stage.

Despite the excitement, John expresses mild disappointment that this year’s conference repeated many of last year’s AI talking points without offering new, practical insights for practitioners. He stresses that law firms must learn to use these tools wisely rather than chase every shiny new tech feature.

Takeaways:

  • Clio’s new enterprise focus was evident through the Sharedo acquisition and Managed AI rollout.
  • The Buy Now, Pay Later option (via Affirm) could make client onboarding easier.
  • AI’s potential is enormous, but uncritical reliance could introduce malpractice risks.
  • Clio’s move into legal research hints at bigger ambitions, though outcomes are still uncertain.
  • While AI innovation continues rapidly, firms must balance adoption with careful oversight.

Companies mentioned:

  • Hemmat Law Group
  • Clio
  • Sharedo
  • Affirm
  • Thomson Reuters
  • LexisNexis

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Firm FactorBy Thyme.org Media