The only AI platform that knows your cases, the law, and how your firm runs.
Are you using Clio to its full potential? Whether you’re already using one of Clio’s AI features or just beginning to explore the landscape, this comprehensive 30-minute session is designed to show you how Clio’s integrated AI ecosystem, including Clio Work, Manage AI, and Draft, works together.
Join us live to see how these solutions work in harmony to handle research in minutes, automate your calendar, and turn manual drafting into one-click accuracy.
What we’ll cover:
1. Clio Work: Your intelligence hub
See how to connect your matters with the world’s largest legal library to ground your work in cited law.
- Matter-aware AI: Get proactive insights based on the specific context of your active cases.
- Analyze case files in seconds: Review transcripts and recordings to identify claims and risks instantly.
- Ground your work in trusted knowledge. Tap into a library of over one billion verified legal documents to ensure every insight and argument is backed by reliable law.
2. Manage AI: Your operational engine
Eliminate the “drudge work” that eats your day. See how AI in Clio Manage turns routine tasks into finished work.
- Automated deadlines: Watch how AI finds key dates in scheduling orders and adds them to your calendar.
- Billing on autopilot: Draft invoices and route approvals without the manual data entry.
3. Clio Draft: Your drafting system
Reclaim the 20% of your day lost to repetitive document prep.
- Smart templates: Turn your MS Word documents into reusable, error-free assets.
- Simultaneous filing: Update entire sets of documents at once without retyping client info.
- Dynamic questionnaires: Auto-generate questionnaires that ask clients in plain language for missing information across sets of documents
Already using one of these solutions? Even if you already have one of these products, this session will show you how full-suite integration creates a compounding effect. It saves you more time and provides deeper insights than any single tool could on its own.
The details:
- Duration: 20-minute full AI platform tour and 10 minute live Q&A.
- Who it’s for: Clio customers looking to scale their efficiency and explore additional AI functionality.