- CLIO MANAGE
Key benefits for your firm
Simplify Document ProductionWith Discovery Genie, producing emails, attachments, and other electronic documents is easy: simply upload your documents and review them for privilege while adding notes and legal research. When you're finished with the review, Discovery Genie generates your Bates-labeled documents, indexed and ready to serve!
Integrate Time and Expense TrackingDiscovery Genie automatically creates a Clio an expense and a billing activity for the reviewer (and even writes the time description for you), while storing an invoice with the user’s records.
Automatically Save to Clio's Document LibraryAfter reviewing in Discovery Genie, your finished documents, privilege log, and complete indexes are uploaded directly to the Clio document library for your matter, with a lawyer-tested and intuitive file structure, ready to serve and use in future proceedings.
How Discovery Genie works with Clio
Start and end your document production in Clio
Starting with a matter in Clio, you can create a new case in Discovery Genie. From there, it’s easy to upload your discovery documents, review them, track your time, and save your Bates-labeled documents and indexes directly to the relevant document library in Clio. Discovery Genie’s integration with Clio centralizes document production—saving you time and saving your clients money—so you can focus on winning your case and growing your practice.
Getting set up
To get set up, click here.
Security and privacy