Take work off your plate
With Manage AI, it’s like gaining an extra teammate who can take on work for you or your team, so you can do more and focus on strategy, while still overseeing operations and approving outcomes.
Court documents become calendar events, matter activity turns into client updates, and time and expenses convert into finalized invoices ready for approval. This gives you fewer missed deadlines, faster cash flow, and hours back each week for the work only you can do.
What can Manage AI do for me?
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Smarter scheduling and deadlines
Stop managing calendars by hand. Manage AI transforms scheduling orders and hearing notices into actionable events and reminders. It ensures nothing slips through the cracks and keeps your team focused on legal work.
Manage AI will:
Extract deadlines directly from court documents.Create calendar events and related tasks automatically.See a side-by-side view of the document source so you can review and confirm accuracy.Reduce risk of missed deadlines by keeping everyone aligned. -
Billing, without the bottlenecks
Think of it as a billing engine that runs itself. Manage AI creates draft invoices, checks for accuracy, and speeds up approvals. The result is fewer errors, faster cash flow, and less manual back-and-forth.
Manage AI will:
Generate professional draft invoices automatically.Route bills to the right approvers with reminders to keep things moving.Match receipts and expenses directly to matters.
Set up billing parameters in advance, so your invoices follow the rules and preferences you define.Configure entire jobs—like end-of-month billing—according to your preferences, with built-in checkpoints to monitor and approve its work as needed. -
Compose on demand
No more starting from scratch. Manage AI drafts motions, correspondence, and client updates in context, so your communications are professional, timely, and tailored to the matter at hand.
Manage AI will:
Draft motions, letters, and client updates based on case activity.Suggest the right client communication at the right moment.AI summarizations of lengthy documents into clear, actionable takeaways.Keep tone consistent across email, SMS, and the client portal. -
Admin that handles itself
Routine admin no longer drains your time. Manage AI keeps matters organized, recommends next steps, and automates entries, so your dashboard surfaces what matters most.
Manage AI will:
Deliver smart recommendations on what to work on next, helping you stay focused on the most important tasks.Create tasks, notes, events, expenses, and even recommend document/file names automatically when setting up new matters, so you move faster and stay consistent.Surface priorities and risks before they become issues, giving you proactive visibility.
Legal AI you can trust
Clio builds AI for legal professionals, with data security, auditability, and permission awareness built in. You can confidently adopt AI knowing your data will never be used to train external models.
Manage AI FAQs
What is Manage AI?
Manage AI is a set of AI-powered capabilities built into Clio Manage that helps law firms complete everyday work faster and more accurately. It transforms routine tasks, like scheduling, billing, client communication, and matter organization, into completed actions while keeping you in full control of review and approval.
Is Manage AI a separate product or a replacement for Clio Duo?
Manage AI isn’t a standalone product. It’s built directly into Clio Manage and can be turned on to extend its capabilities, accelerating routine work, reducing risk, and returning time to your team. It includes everything Clio Duo offered, plus new enhancements designed to save even more time and simplify workflows. Think of it as the next evolution of Clio Duo, not a separate plan or integration.
What day-to-day work does Manage AI actually complete?
It turns routine tasks into finished actions across five pillars:
- Scheduling (deadlines → calendar events/tasks),
- Planning (prioritized recommendations and risk flags),
- Communication (draft client updates in context),
- Organization (clear file names and cleanup prompts),
- Billing (draft invoices, populated expenses, and routed approvals).
What makes Manage AI different from other legal AI tools?
Most generic or legal AI tools stop at drafting or summarizing. Manage AI goes further by converting key legal workflows into completed actions like extracting deadlines into calendar events, generating and routing invoices, drafting client updates, and organizing matter files. Built directly into Clio Manage, it delivers real outcomes, not just text outputs, within a secure, integrated, and purpose-built environment for legal professionals.
It also offers an intuitive, user-friendly interface designed for easy adoption without extensive training and benefits from Clio’s comprehensive customer support and continuous updates, ensuring users always have access to the latest features and dedicated assistance.
How does Manage AI maintain accuracy and oversight?
Manage AI keeps you in control by building in review checkpoints at every stage. It always surfaces the original context, showing source documents alongside extracted deadlines, offering verify steps for file naming, and routing bills with reminders and approvals.
You can review, edit, or reject its suggestions at any time, and it never finalizes actions without your consent, ensuring you remain in the driver’s seat while it handles the heavy lifting.
How does Manage AI handle privacy and security?
Manage AI is built specifically for legal professionals with robust data security, auditability, and permission awareness. It only accesses information you already have permission to see and operates entirely within Clio’s secure cloud infrastructure.
All data is encrypted in transit and at rest, processed in accordance with regional data protection laws, and never used to train external models. You maintain full control of your law firm’s information, ensuring compliance and confidentiality at every step.
Who gets the most value from Manage AI?
Manage AI benefits firms of all sizes, especially solos, small teams, growing strategic firms, and mid-market practices where coordination, heavy workloads, tight deadlines, and billing accuracy matter. It’s ideal for family, criminal, personal injury, civil litigation, real estate, and wills and estates firms. Managing partners, attorneys, paralegals, admins, and billing staff gain the most from its ability to streamline scheduling, billing, and client updates.
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. Manage AI 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 Manage AI, such as document and matter summaries 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. While Manage AI is designed to minimize bias, it’s important to review AI recommendations critically to ensure fairness and objectivity.
- Professional judgment. Use Manage 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 Manage AI into your legal practice.