Company Research Report: Clio

Company Overview

Name, Mission of the Company:

• Name: Themis Solutions Inc. (Clio)

• Mission: Transform the legal experience for all by providing cloud-based and client-centered technology solutions that enable lawyers to manage and grow their firms more effectively, more profitably, and with better client experiences.

Founding:

• When Founded: 2008

• Founders: Jack Newton, Rian Gauvreau

Key People:

• Chief Executive Officer and Founder: Jack Newton

• Chief Operating Officer: Ronnie Gurion

• Chief Financial Officer: Curt Sigfstead

• Chief Marketing Officer: Reagan Attle

• Chief People Officer: Marina Harris

• Chief Technology Officer: Jonathan Watson

• Chief Product Officer: Hemant Kashyap

• SVP Global Sales: Jenny Dingus

• SVP, Customer Success: Nick Anderson

• VP Engineering: Seejo Pylappan

• VP Revenue Operations: Noelle Uglesic

• VP Corporate Development: Shubham Datta

• VP Corporate Controller: Alex MacGillivray

• VP Growth Marketing: Alex Shipillo

• VP Business Operations: Meggie Javid

• VP Finance: Navneet Gill

• VP Channel Partnerships: Lisa Del Real

• VP Legal: Niamh Pollak

• VP Business Development: Harsha Chandra Shekar

• VP Product Management: Michelle Dunlea

• VP Product Design: Amy Hedrick

• VP, Legal Content & Migrations: Chris Stock

Headquarters:

• Location: Vancouver, Canada

Number of Employees:

• Employees: Over 1,000

Revenue:

• Revenue: No information is available

Known For:

• Known For: Leading provider of cloud-based legal technology globally, known for redefining how lawyers manage their firms.

Products

Product Offerings:

• Clio Complete: Comprehensive suite for legal practice management.

• Clio Manage: Case management, time tracking, and billing solution.

• Clio Grow: Client intake and client relationship management (CRM) tool.

• Clio Accounting: Legal accounting software designed for intuitive financial management.

• Clio for Clients: App designed for client-lawyer communication and document sharing.

• Clio Draft: Formerly known as Lawyaw, helps draft legal documents efficiently.

High-Level Description and Key Features:

Clio Complete

• Description: A complete suite of legal practice management tools in one platform.

• Key Features: Practice management, time tracking, billing, and integration with other tools.

Clio Manage

• Description: Handles the end-to-end case management process.

• Key Features: Case management, time tracking, billing, document management, and task management.

Clio Grow

• Description: Facilitates client intake and relationship management.

• Key Features: Client intake forms, scheduling, task automation for new client onboarding.

Clio Accounting

• Description: Specialized accounting software for legal practices.

• Key Features: Transaction matching, account reconciliation, financial statement preparation, integration with Clio Manage.

Clio for Clients

• Description: Allows clients and lawyers to communicate securely and share documents.

• Key Features: Secure messaging, document sharing, task tracking for clients.

Clio Draft

• Description: Streamlines the process of drafting legal documents.

• Key Features: Document automation, template creation without coding, Microsoft Word integration.

Recent Developments

New Products Launched:

• Clio File: E-filing service available in Texas.

• Clio Draft: New branding for Lawyaw, integrating document automation tools.

New Features:

• Accounting Features: Enhanced Clio Accounting for comprehensive financial management.

• Voice Command for Timers: Start and stop timers using voice commands.

• Digital Wallet Payments: Accept payments via Apple Pay and Google Pay.

• Multilingual Support: Intake forms available in multiple languages including Spanish, Portuguese, German, and French.

• Google’s Local Services Ads: Integration to help law firms attract qualified leads.

• Split Billing: Flexibility to split invoices across multiple payers.

Partnerships:

• Bar Associations Growth: Reached milestone with over 100 bar partnerships worldwide.

• Legal Industry Support: Partnerships with bar associations, legal clinics, and law schools to offer educational resources and financial aid.

• Pro Bono Initiatives: Collaborations with ABA, NYSBA, Paladin, and LegalZoom to create pro bono portals.

Notable Investments:

• Investment: Raised US $900M investment at US $3B valuation led by NEA, with participation from Goldman Sachs Asset Management, Sixth Street Growth, CapitalG, and Tidemark.

Summary

Clio, founded in 2008 by Jack Newton and Rian Gauvreau, is headquartered in Vancouver, Canada, and is the leading provider of cloud-based legal technology designed to transform the legal experience for all. The company offers a range of products such as Clio Manage, Clio Grow, Clio Accounting, and Clio Draft, with a focus on automating legal practice management through client-centered and cloud-based solutions. Recent developments include new product launches and features, strategic partnerships, and significant investment funding.