Clearbrief's mission is to empower lawyers to find the best evidence for their writing to help them win more while saving hours in their day. Thanks to Clearbrief’s integration with Clio, one of the leading cloud-based practice management systems, Clio customers can now copy pdf documents directly into Clearbrief’s Word Add-In to make them text searchable and ready for AI analysis with Clearbrief.
[Get Clearbrief from the Microsoft Store.]Clio’s cloud-based legal practice management, client intake, and legal CRM software streamlines law firm operations, improves productivity, and enables legal professionals to increase their revenues from one central location. Clio is trusted by over 150,000 legal professionals in 100 countries and approved by 66 bar associations and legal societies.
How do Clio and Clearbrief work together?
Clearbrief is empowering small and solo firms to go up against powerful opponents and to gain the power of a team of associates thanks to AI. Legal teams already upload the pdfs of factual documents like discovery and filed pleadings to Clio.
Clio users can now open Clearbrief and connect their accounts to select specific pdfs to copy into their ClearbriefMatterFolderFolders in Microsoft Word so they can do AI analysis on the docs.

Clearbrief immediately OCR’s the documents (making them text searchable), and allows the lawyer to use Clearbrief’s unique feature not offered by any other platform: the user can select any text in their Word doc to view AI suggestions for the most relevant pages from the uploaded pdfs.
Clearbrief’s AI also builds a Table of Authorities in seconds, and hyperlinks both factual and legal citations for faster cite-checking, helping solos catch opposing counsel’s mistakes (or their own, before filing).
Then, when you’re done drafting, you can send a fully hyperlinked version of the pleading to the court with a click from Word.
By using Clearbrief and leveraging AI when working in Microsoft Word, Clio users can save around 7 hrs of tedious drafting work per week, and end up with a more accurate (and hyperlinked!) end product for the court.
We’re excited to partner with Clio to help solo and small firms create a sustainable business with AI. Clearbrief in Word gives small teams the power to marshall the evidence quickly, as if they had lots of associates doing fact research for them,” says Jacqueline Schafer, Founder and CEO of Clearbrief. “With Clio and Clearbrief together, solo practitioners who are used to doing litigation tasks manually may be surprised that legal tech can give them greater freedom to make their business more profitable and less stressful in the process.
Our partnership with Clearbrief is part of our vision to deliver cloud-based and client-centered experiences to our customers,” said Jeff Porter, General Manager, Mid-Market. “Together, Clearbrief and Clio will continue to enable legal professionals to deliver meaningful work to their clients.
Ready to improve your legal writing experience?
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