Clio Manage AI

Key Features & Functions:

Scheduling and Deadline Extraction
Extracts deadlines from court documents and converts them into calendar events and related tasks. Presents source documents alongside extracted information to support user review before confirmation.

Billing Automation
Generates draft invoices, matches receipts and expenses to matters, and routes bills for approval. Supports configuration of billing parameters and end-of-period billing jobs with built-in review checkpoints.

Document and Communication Drafting
Drafts motions, correspondence, and client updates based on matter activity. Summarizes lengthy documents and supports consistent communication across email, SMS, and client portal channels.

Matter Administration
Recommends next steps, automates creation of tasks, notes, events, and expense entries, and suggests file and document naming conventions when setting up new matters. Surfaces priorities and potential risks within the matter dashboard.

Review and Oversight Controls
Maintains user control at each stage by surfacing source context alongside AI-generated outputs. All suggested actions require user review and approval before being finalized.