Take work off your plate
Get 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, giving you fewer missed deadlines, faster cash flow, and hours back each week for the work only you can do.
What can AI do for me?
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Smarter scheduling and deadlines
Stop managing calendars by hand. Transform scheduling orders and hearing notices into actionable events and reminders: AI ensures nothing slips through the cracks so your team can focus 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. Clio Manage 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. -
Admin that handles itself
Routine admin no longer drains your time. With AI, Clio Manage 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 or 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.
Clio Work
Legal AI so you can practice at your best.
Clio Work understands your cases, their context, and the law. Analyze documents, build strategy, and produce work grounded in verified legal authority.
- Analyze documents and case files in minutes
- Surface relevant precedent and legal authority automatically
- Draft memos, motions, and client communications
- Connect to Clio Manage for richer, matter-aware context
Legal AI software 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.
Legal AI FAQs
What day-to-day work does Clio Manage actually complete?
It turns routine tasks into finished actions, making scheduling, planning, communication, and billing a breeze. Deadlines become calendar events, matter activity becomes drafted client updates, and time and expenses become approval-ready invoices, so you spend less time on admin and more on what only you can do.
What makes Clio Manage different from other legal AI-powered tools?
With AI, Clio Manage converts key legal workflows into completed actions like extracting deadlines into calendar events, generating and routing invoices, drafting client updates, and organizing matter files. 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 Clio maintain accuracy and oversight?
You stay in control with review checkpoints at every stage. Original context is always surfaced, showing source documents alongside extracted deadlines, offering steps for file naming, and routing bills with reminders and approvals.
You can review, edit, or reject AI suggestions at any time, and nothing is ever finalized without your consent.
How does Clio handle privacy and security?
Clio 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 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 Clio?
Clio 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. 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 in Clio Manage, 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. 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.
