Manage AI: Automate Your Legal Workflows

Turn routine tasks into completed work.

Join us for a 20-minute live walkthrough specifically designed for Clio users. You’ll get an overview of how firms like yours are using AI in Clio Manage to eliminate manual labour—whether you’re scheduling dates from court documents, sending client update, or generating bills—all while keeping your data secure and your team in control.

In 30 minutes, you’ll see how Manage AI helps your firm:

• Turn court documents into deadlines instantly. Extract dates from scheduling orders and other court documents automatically, creating calendar events you can verify at a glance.
  

• Prioritize what matters most. AI-powered recommendations highlight critical tasks, flag risks, and keep your cases moving forward efficiently.
  

• Keep clients informed at the right moment. Draft updates instantly and send with a single click, ensuring timely and professional communication.
  

• Automate billing without the hassle. Generate draft invoices, flag duplicates or unusual entries, and route approvals automatically—saving hours of manual work.
  

• Operate securely with confidence. Built on Microsoft Azure OpenAI (GPT-4 class) within Clio’s secure environment, with permission-aware AI actions that respect your firm’s data privacy.

Session details:

Duration: 20-minute product walkthrough followed by a 10-minute live Q&A

Who should attend: Legal Teams looking to streamline workflows, reduce administrative tasks, and increase firm efficiency.