For legal technology company Clio, this was a particularly significant year, marked by major announcements – including its $1 billion acquisition of vLex – that many saw as transformative for the company. This was on full display at the company's ClioCon conference in October, where CEO Jack Newton gave a keynote laying out the company's vision for a new era of AI-driven legal work in which Clio becomes an "intelligent legal work platform" that serves not as a system of record, but as a system of action, powering lawyers through their workdays by automating much of what they do.

In today's episode, recorded live at ClioCon, host Bob Ambrogi sits down with the two key executives leading Clio's product and technology vision: John Foreman, who joined as chief product officer in May, bringing experience from major SaaS companies including MailChimp and Podium, and Jonathan Watson, the chief technology officer who's been with Clio for eight years.

They explore the company's ambitious vision to develop AI and expand into larger law firms, discuss how vertical software creates advantages for AI implementation, and explain why understanding the complete client journey enables more powerful automation. Foreman and Watson share insights on moving beyond simple chatbots to AI that can actually take action, the challenges and opportunities of expanding into the enterprise market, and what's next as they work to "finish drawing the owl."

"We've started to draw the owl for folks," Foreman says, "and we're going to finish drawing the owl, and it's going to be a beautiful owl."

Note: As of this recording, Clio had not yet closed its acquisition of vLex. The deal did finally close on Nov. 10.

Thank You To Our Sponsors

This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.

Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.
Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).
Eve, taking care of the tasks that slow you down so you can operate at your highest potential

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.