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. 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 finalised 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?
-
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 applications letters, and client updates based on case activity.Suggest the right client communication at the right moment.AI summarisations 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 organised, 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.
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.