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Licensing guide

How to license Clio data to AI companies

Quick answer

Clio holds matters, time entries, documents and notes. AI companies pay for this kind of real work history because it shows how problems are actually solved. Through SourceX, you export a copy, personal details are removed and checked, you approve the final package, and only then is it licensed under terms you sign.

Why AI companies want Clio records#

  • These records show how real work gets done, which is what AI companies cannot create synthetically
  • Buyers use them to train and evaluate AI systems on real-world tasks
  • Several years of consistent history carry the most value

How licensing works#

  • Take the fit check to see whether your Clio history matches current buyer demand
  • Export a copy of your records — our step-by-step Clio export guide walks through it
  • SourceX prepares the package: personal details removed, samples reviewed by a human
  • You review and approve the final package before anything is shared
  • Terms are agreed in writing — approved uses, exclusivity and payment — before delivery
  • Large datasets stay in your own storage or ship on encrypted drives; SourceX never needs access to your live systems

Start with the export

The first practical step is a complete export of your Clio history. Our guide follows Clio's own documentation.

Read the Clio export guide

Sources

Public sources, checked 2026-10-09. SourceX is not affiliated with the organizations named.

  1. Clio: Export Data From Clio Manage help.clio.com
  2. Clio: API Reference (v4) docs.developers.clio.com

See if your company qualifies

A short company assessment. No data uploads are needed.

See if your company qualifies