Clio Work Introduces Skills to Help Firms Apply Their Standards Consistently

Define how legal tasks should be done once, and Clio Work stores that knowledge for future use.

Clio, the global leader in legal AI, today introduced skills in Clio Work, a capability that enables its legal AI to learn how legal professionals handle certain types of work and apply those preferences consistently to future matters.

With skills, legal teams operate more efficiently at scale and work aligns with each legal professional’s unique standards, structure, and tone. 

Skills also become a firm-wide asset. The way a partner likes their demand letters drafted, how redline analysis is written, the matter summary format the firm has standardized–that knowledge used to live in one lawyer’s head or in a shared document. Now that knowledge is integrated directly into the work itself, helping legal professionals stay aligned to firm standards and preferred approaches as work happens across the firm.

“Legal professionals shouldn’t have to re-introduce themselves to their AI every morning,” said Robin Chesterman, Senior Director of Product at Clio. “Skills changes that relationship. Clio Work now remembers how you want your work done and matches the approach every time after that. As your practice evolves, you tell it to update the skill in conversation, and it does just that.”

No technical setup, no prompt engineering

There are two main types of skills offered in Clio Work:

First, custom skills are developed by legal professionals to house their unique way of working. They can describe the writing tone, preferences, and standards for a specific task in plain language, and Clio Work saves those directions as a reusable skill. The next time the task comes up, Clio Work applies what it knows without any prompting. 

Second, pre-loaded skills built by Clio are available in the skill library. Examples include discovery review and memo drafting skills. Installation is quick and easy, allowing legal professionals to use these right away. 

Creating a skill in Clio Work doesn’t require technical setup or prompt engineering. A legal professional can tell Clio Work, “remember this for next time,” or “save how you did that,” and Clio Work will create a skill, asking questions when it needs clarity. Updates can be made to skills without leaving the workflow, or through an in-depth editor. As a result, skills remain accurate and evolve with a firm. 

With skills, legal professionals can:

• Tell Clio Work how they like a task done and have that direction applied consistently
• Save a successful output as a reusable skill in a single step
• Keep skills private to individual users or share them across the firm
• Browse recommended skills to get started the right way
• Update Clio Work in conversation to refine a skill over time, or edit skills directly for finer control

Built on Clio’s legal foundation

When a skill runs in Clio Work, it executes on Clio’s library of more than one billion legal documents. For firms using Clio Manage, Clio Work also understands the full context of their matters including related documents, contacts, communications, notes, tasks, and deadlines. The result is work grounded in both the firm’s preferred approaches and the specifics of the matter, client, and relevant law.

“The most valuable knowledge in a firm shouldn’t be restricted to a handful of lawyers,” continued Chesterman. “Skills help firms operationalize that expertise so it can be applied more broadly, more reliably, and with far less repetition.”

Skills are available today to all Clio Work customers. To learn more, visit clio.com/work.