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Clio

Clio

Private
BurnabyEnterprise Softwarehttps://clio.com

Last Round

Series G

Nov 10, 2025

Est. Valuation

$5B

Total Funding Raised

$2.14B

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Clio is a legal technology company that provides a cloud-based practice management and legal AI platform to streamline client management, billing, administration, and communication for legal professionals.

Sector

Enterprise Software

Verticals

Legal Tech, Vertical SaaS, CRM, Document Management, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Application

Keywords

legal practice managementlegal techlegal AIeverything app for lawyerslegal CRMlegal research platformlaw firm softwarelegal billing softwaredocument automationvertical SaaSlegal workflow automationlawyer tech stacklegal practice OSAI legal assistantlegal payments

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Clio Comparables

Compare Clio with similar companies based on industry and business-model similarity.

Clio comparables — related companies by embedding similarity
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AffiniPay
88%
Filevine
84%
CARET
83%

Clio Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series GNov 10, 2025
DebtNov 10, 2025
Series FJul 23, 2024
Series EApr 27, 2021
Series DSep 4, 2019
Series C
Mar 25, 2014

Key People

Founding team and executive leadership

Jack Newton

CEO And Co-founder

Founding Team

Lynn Tam

Lead, Office of the CEO

Executive Team

Jonathan Watson

Chief Technology Officer

Executive Team

Curt Sigfstead

Chief Financial Officer

Executive Team

Clio Investors

Notable investors and investment history

Clio investors
InvestorRounds
OMERSSeries F, Series E
BlackstoneDebt, Series G
Oakley CapitalSeries G
TCVSeries G, Series F, Series D
New Enterprise AssociatesSeries F, Series G
Point NineSeries C, Series B, Seed
Blue Owl CapitalDebt, Series G

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 18, 2026

    Surpassed $500M in ARR in 2026.

  • Jul 28, 2026

    Job posting indicates a new market expansion into Italy.

Clio Filings

Explore SEC and related filing metadata, where available.

Clio filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Clio's valuation, stock price, and market status.

Is Clio a public or private company?

Clio is a private company.

What is the current stock price of Clio?

Clio is a private company, so its shares have no public market price. Caplight tracks Clio's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Clio worth (valuation)?

Clio's valuation is estimated at $5.0B based on funding round data.

Can I buy Clio stock?

Clio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Clio's last funding round?

Clio's most recent funding round was Series G on November 10, 2025.

Who are the main investors in Clio?

Key investors in Clio include Blackstone, TCV, New Enterprise Associates, Point Nine, Blue Owl Capital.

Will Clio IPO soon?

No public IPO plans have been announced for Clio.

How can I track Clio secondary market activity?

Caplight tracks bids, offers, and trades in Clio's shares on secondary markets.

Firmographic Details

HeadquartersBurnaby
Employee Range1,989
Year Founded2008
Last FundingNov 10, 2025

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