Keep the record current
Contacts, facts, documents, notes, and instructions stay on the matter, so a missing piece is identified early before it affects a file’s progress.
Carry the work from collection to lawyer review
Prepare work without retyping
Approved templates, document sets, and supported court forms carry verified matter information into the work.
Check the deadline at its source
Keep the source notice, order, or agreement beside the date, the task, and the person responsible.
Hand off the complete story
Route the draft, source material, and open questions to the lawyer, with review status and time in one place.
Open the current version, not the version history
A client’s answer changes or a lawyer revises an instruction. The record should show which fact is current, where it came from, and what it affects. When a document conflicts with the matter, Clio can flag it, cite the source, and let you choose.
- Flag conflicting details. Clio compares uploaded documents with the matter record.
- Write the fix back. Your correction updates the matter record.
- Keep the source cited. Every flag links to the page it came from.
Build every document from the matter record
The same party, case, date, and jurisdiction details can appear across a cover page, affidavit, letter, and filing. Document automation and conditional logic carry matter data across the whole set, while legal AI drafting fills in what’s unique.
- Fill a filing package once. Matter data populates every document in the set.
- Use supported court forms. Start court forms with matter details in place.
- Draft in Microsoft Word. Changes arrive as tracked redlines you accept or reject.
Make every deadline traceable to its source
A date needs its context: the source, event, jurisdiction, rule, responsible person, and the work that follows. Clio keeps the document beside the calendar, task, and matter history, and can prepare deadlines from supported documents for you to verify.
- Calculate from court rules. Build deadlines from court rules in covered US jurisdictions.
- Verify before you rely on it. Each prepared date shows the document it came from.
- Set reminders. Tasks and reminders keep the next step visible.
Hand the lawyer the work and the reasoning behind it
Review moves faster when the draft arrives with the matter facts, cited authority, source documents, and open questions organized. Clio can help prepare first drafts, chronologies, comparisons, and client updates for review, while you and the lawyer decide what’s accurate and ready.
- Build a chronology. Turn uploaded records into a date-ordered timeline you can check.
- Check the authority. Legal research shows whether a case is still good law.
- Compare versions. See what changed between two versions of a document.
Finish the handoff by updating the matter and your time
Completed work should update more than the document folder. Close the task, record the status, attach the communication or filing, and capture time while the details are fresh. Messages, portal activity, and call notes stay with the matter, so the next person sees what’s still open.
- Log time as you go. A completed task can carry its time entry.
- Keep messages on the matter. Email, texts, and portal activity stay in one record.
- Leave the next step visible. Open tasks and dates move with the file.
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400,000+ legal professionals trust Clio
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1B+ global legal documents
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18+ years serving legal professionals
Clio has managed to keep the firm organized. We are able to effectively bill, access all related documents, and set deadlines or reminders to never miss an event.
Paralegal, Ford & Friedman
Paralegal software FAQs
What is paralegal software?
Paralegal software keeps the work on a matter in one place: documents, tasks, deadlines, forms, communications, and time. Clio connects that work to the matter and the law, with legal AI that prepares supported work for review. See Clio in action.
Can Clio fill forms and document sets from matter data?
Yes. Draft from approved templates, document sets, and supported court forms using client and matter data. The same details carry across the whole set, and conditional logic applies the right language.
Can Clio keep me ahead of procedural deadlines?
Yes. Clio supports calendars, tasks, reminders, and court-rules calendaring in covered US jurisdictions. Clio’s legal AI identifies dates in supported documents and prepares deadlines for you to verify before they’re added. Get a demo.
Can Clio summarize records and build a chronology?
Yes. Clio reads the records you upload and builds a date-ordered chronology, pulling out dates, gaps, and conflicts between documents. Every entry links to the page it came from, so you can check it before you rely on it.
Can Clio flag a conflict between a document and the matter?
Yes. When a date or detail in an uploaded document conflicts with the matter record, Clio flags it and lets you choose which is right, then writes the correction back to the matter.
Can I work in Microsoft Word?
Yes. Clio brings AI drafting into Microsoft Word. It reads the open document, proposes changes as tracked redlines, and draws on the matter’s notes, communications, deadlines, and document history.
Does Clio track time and expenses for paralegal work?
Yes. Time and expenses stay tied to the matter and flow into billing, and a completed task can carry its time entry with it. Your firm sets the rates and permissions.
Can Clio prepare work without acting on its own?
Yes. Clio can prepare a first draft, chronology, issue list, or client update from what’s on the matter. Nothing is written to the matter until you approve it, and you verify it against the attorney’s direction.