Legal AI Is Moving Beyond Copilots - Clio Is Betting on Teammates That Actually Do the Work

About this episode

David Cowen interviews Curt Sigfstead about Clio's innovative approach to legal AI and its evolution in the legal tech market.

Live from Legalweek 2026, David Cowen sits down with Curt Sigfstead , CFO of Clio, to unpack how one of legal tech's longest-running companies is moving upmarket and redefining what AI should do inside legal operations. The conversation centers on a major shift now underway: from software that assists lawyers to AI-powered teammates that qualify leads, streamline operations, and help law firms and legal departments rethink the way legal work actually gets done. Hosted by David Cowen Key Topics Covered Why Clio's origin story matters now: a company built for the cloud in 2008 is using that long-view advantage to enter the enterprise market at the right moment How Clio grew from serving solo and small firms to supporting a massive global footprint with 400,000 users across 130 countries Why the next legal AI opportunity is not just better research or drafting, but connecting legal work with the operational systems around it Clio's core argument for the future: AI should not just assist lawyers, it should perform tasks and move work forward A real example of AI in action: using AI to intake leads, qualify them, check conflicts, summarize issues, and save attorneys hours before the…

People in this episode

Host: David Cowen

Guest: Curt Sigfstead

Topics covered

• legal AI
• legal operations
• Clio
• enterprise market
• AI-powered teammates
• law firms
• legal tech

Keywords

• legal AI
• Clio
• legal operations
• AI teammates
• enterprise market
• law firms
• lead qualification
• legal workflow

Mentioned in this episode

Organizations: Clio

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