Put AI to work in Clio Manage

We’ve created this guide to help your firm turn routine tasks into completed work across Clio Manage.

As you work through the following levels, you’ll see how Clio Manage schedules events, plans your next steps, drafts communications, prepares bills, and more—so your team can stay focused on practicing law.

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Step 1: Get the guide

To get started, see how Clio Manage can:

Surface matters and tasks that need attention based on urgency and impact.
Generate accurate bills in seconds.
Anticipate the need for a client update and draft it for you.
And more!

The guide provides best practices for getting started with using AI to take manual work off of your plate.

Get the guide

Step 2: Anticipating and drafting client updates

Clio Manage anticipates the need for a client update based on recent matter activity, and will have a draft ready to go. All you have to do is review and send, so you never miss the right moment to keep your client up to date.

See how it works

Step 3: Automate your billing schedule

Take the stress out of billing week. By setting when bills are generated, what details are included, and the thresholds for bill creation, all of your bills are generated for you when you need them to be.

This means all you have to do is review and finalize billing entries. Clio Manage also makes sure bills get to the final approvers so they get completed quickly.

Set up automated billing

See how it works

Step 4: Keep your firm moving with recommendations and insights

With proactive recommendations, you get to prioritize your workload and have potential risks flagged by AI before they become issues. This helps you stay focused on what matters most.

Check out how it works with this guided tour!

Proactive recommendations

Legal AI wherever you are

Get your law firm and legal AI in your pocket.

Respond to clients from anywhere with AI-generated replies. The Clio for Law Firms and Lawyers mobile app keeps you up to date on your cases and captures your billable time while you’re on the go. Save time inputting expenses by automatically pulling in key details like the amount and date from receipts.

Download on the App Store Get it on Google Play

FAQs

How is Clio Manage different from other AI tools?

Clio is specifically-tailored for legal professionals. Unlike generic AI tools Clio offers:

Legal-specific functionality that address unique legal needs, such as scanning court documents and extract dates, automating legal billing, drafting legal specific client communication, case summaries, legal document analysis, and recommendations on the right legal work to do.
Data security and privacy. Clio prioritizes the protection of sensitive legal information. It operates within strict security protocols, ensuring that your data is secure and not used to train external AI models.
User-friendly interface. Clio offers an intuitive, user-friendly interface designed for legal professionals, which makes it easy to adopt and use without extensive training.
Comprehensive support. Clio’s dedicated customer support and continuous updates ensure users have access to the latest advancements and assistance.

What should I do if I experience issues or need technical support?

If you experience issues or need technical support, our support team is available 24/5. To reach Clio support, call 1-888-858-2546 ext. 2; email support@clio.com; or chat with support in-app.

How does Clio ensure data privacy?

Clio maintains the same high-level security standards across all its products. Data is never used to train AI models or for any other external purposes. Everything operates within your existing user permissions to ensure that only information you are authorized to view is accessed and displayed.

What ethical considerations should legal professionals keep in mind when using AI software?

When using AI software for lawyers, you should consider several important ethical implications:

Data privacy. Ensure that sensitive client information is securely protected. Clio adheres to strict data privacy standards, but it’s essential for lawyers to remain vigilant about how data is handled.
Accuracy. Verify that the outputs generated by AI, such as calendar events or bills, are accurate and reliable. Always cross-check AI-generated information with your own legal expertise.
Bias awareness. Be mindful of potential biases in AI outputs. It’s important to review AI recommendations critically to ensure fairness and objectivity.
Professional judgment. Use AI to enhance your practice, not as a replacement for professional judgment. AI can support and streamline tasks but should complement, not substitute, your legal expertise and decision-making.

By adhering to these ethical considerations, you can effectively and responsibly integrate AI into your legal practice.

Do more with Clio

Book a demo to see how to put AI to work in Clio Manage.