Compliance frameworks, security audits, and quality certifications this company maintains.
Clio undergoes annual SOC 2 Type II audits covering the Clio Manage and Clio Grow cloud platforms, validating that security, availability, and confidentiality controls protecting highly sensitive attorney-client privileged data, trust account records, and client personal information meet AICPA Trust Services Criteria.
Clio holds ISO 27001 certification for its information security management system, providing law firms and bar associations with assurance that attorney-client privileged data, legal matter records, and client financial information are protected under an internationally recognized security standard.
Clio processes personal data for law firms and their clients across the European Union and maintains GDPR compliance through data processing agreements, EU data residency options, and purpose-limited data use policies covering attorney-client privileged legal matter and client contact records.
As a Canadian-headquartered company serving Canadian law firms, Clio complies with PIPEDA governing how personal information of law firm clients is collected, used, and protected through the Clio platform, aligning with Law Society of Canada member obligations for client data stewardship.
Clio complies with the California Consumer Privacy Act for California-resident law firm customers and their clients, providing transparent data collection disclosures, opt-out rights, and documented data deletion procedures within its global privacy compliance program.
Regulatory
Law Society Trust Accounting
CompliantClio Payments and Clio Manage trust accounting features are designed to comply with Law Society trust accounting rules across Canadian provinces and U.S. state bar associations (IOLTA compliance), ensuring law firms can maintain compliant client trust ledgers and avoid commingling violations.
Clio Payments maintains PCI DSS compliance for processing law firm client credit card payments and retainer collections, ensuring that cardholder data processed through the Clio platform meets payment card industry security standards required by card schemes and acquiring banks.
The Clio platform meets WCAG 2.1 Level AA accessibility standards, ensuring that legal professionals with visual, motor, or cognitive disabilities can effectively manage their law firm operations through keyboard navigation, screen reader compatibility, and sufficient color contrast across Clio Manage and Clio Grow.
Clio complies with Canada Anti-Spam Legislation (CASL) in its marketing communications and platform notification systems, maintaining documented consent records and functional unsubscribe mechanisms for all commercial electronic messages sent to Clio customers and trial users in Canada.
Clio is ISO 9001:2015 certified for its software development and customer success quality management system, ensuring consistent and repeatable processes in delivering Clio platform features, onboarding programs, and customer support to 150,000+ legal professionals globally.