Looking Ahead wirth Clio + VLex

1. With the addition of vLex, how do you see this expanding Clio’s role in supporting legal professionals?

With the addition of vLex, Clio is uniting the business and practice of law in a single platform. vLex significantly broadens our ability to support the full legal workflow by adding world-class legal research and intelligence to Clio’s robust operational foundation. This move complements our system of record approach, enabling legal professionals to move from insight to action seamlessly, without switching tools or breaking focus. It aligns with how the profession wants to work going forward: simpler, smarter, and more connected.

2. Is Clio moving toward a fully unified platform?

Yes, we see a world where Clio offers a fully unified experience for firms that want it, delivering an integrated platform across operations, legal research, AI, and more. This approach brings significant benefits, particularly for smaller law firms looking to simplify and consolidate their tools. We also see a massive need and opportunity to meet customers how they want to work, and we will continue to fully support and enable stand-alone vLex experiences and products, along with modular solutions for larger firms. Our ultimate goal is to build an intelligent legal operating system that adapts to firms’ diverse needs.

3. Where does Agentic AI fit into Clio’s vision?

Agentic AI is a natural extension of our platform that empowers legal professionals to work more efficiently while staying in full control. Our approach to AI is purposeful and focused on delivering real value through time savings, better decision-making, and enhanced client service. Combined with vLex’s unparalleled legal research and our comprehensive system of record, Agentic AI helps lawyers focus on high-value legal work by handling repetitive tasks, delivering proactive insights, and suggesting the next best actions. We’re just getting started. Our AI roadmap is robust and deeply aligned with the way legal workflows actually function, positioning us to continue driving meaningful innovation for the profession.

4. How do you see Clio’s journey today especially as it relates to innovation?

Clio’s journey has always been rooted in innovation, but never innovation for its own sake. For over a decade, we have evolved by focusing on meaningful advancements that truly drive better outcomes for law firms and their clients. Today, we operate at the unique intersection of legal operations, research, and intelligence. With the addition of vLex and the power of Agentic AI, we are entering a new era of legal technology that is faster, smarter, and more complete, reimagining the legal experience in ways that matter.

5. How should law firms consider/approach decisions around tech stack consolidation?

Law firms that are truly forward-thinking are prioritizing integrated, more unified experiences over a proliferation of point end solutions. The goal isn’t just to reduce the number of tools, but to ensure that each one delivers maximum value and contributes to a seamless, connected workflow. By consolidating their tech stack around platforms that work together intelligently, firms are seeing robust usage and greater impact. In an era where AI and data-driven workflows are becoming central to legal work, firms need solutions that are secure, reliable, and able to evolve with their needs.

Ronnie Gurion is the Chief Operating Officer at Clio. With 20 years of experience leading marketplace, e-commerce, and SaaS businesses to achieve rapid global expansion and growth, Ronnie is playing a pivotal role in shaping Clio’s next chapter. As the previous GM and Global Head of Uber for Business (U4B), Ronnie Gurion brings a wealth of global market activation experience having grown the business rapidly in his tenure.