Clio Manage

Clio Manage, reimagined with AI

Built to deliver outcomes, not just outputs, Manage AI schedules events, plans tasks, drafts communications, and prepares bills for your firm.

Jump to

Turn court documents into deadlines automatically

Stay ahead with AI-powered recommendations

Keep clients informed at the right moment

Automate your billing process with AI

Operate securely with Manage AI

Book a demo

Play video

Clio’s Add a Court Rule screen, setting up deadlines for a matter from an amended complaint filing

Turn court documents into deadlines automatically

Manage AI extracts dates directly from court documents like scheduling orders and creates calendar events instantly.
Each deadline is displayed side-by-side with the original source in the document, so you can quickly verify accuracy and build trust in the result.

Using Manage AI for scheduling doesn’t just improve efficiency—it directly impacts profitability by reducing wasted time and freeing us to focus on serving clients.

Mechelle Woznicki

Founder and Attorney, Woznicki Law

Clio matter dashboard with AI Actions recommending an invoice to review and approve and a research task

Stay ahead with AI-powered recommendations

Manage AI highlights the matters and tasks that need your attention most, helping you prioritize the work that truly matters.
Recommendations surface directly within your matter, allowing you to click and take action right away without extra steps.
Risks and delays are flagged in context, so you can address issues early and keep cases moving forward.

Keep clients informed at the right moment

Manage AI recommends when to send a client update based on recent matter activity like calendar events, tasks, or uploaded documents.
Draft communications are prepared instantly for you to review and send with a single click.
Priority messages are surfaced so important updates reach clients without delay.

Manage AI has really improved how we communicate with our clients. Its ability to suggest and draft responses right from Clio Manage has made our job less stressful and much more efficient.

Sarah Harris

Managing Partner, Harris & Schroeder, PLLC.

Clio’s Automated Invoicing tab with an invoice generation schedule for each matter

Automate your billing process with AI

Manage AI generates draft invoices automatically based on parameters you set, such as end-of-month billing or specific approval rules.
Duplicate or unusual entries are flagged before bills reach approval, reducing errors and rework.
Drafts are routed to the right approvers automatically, and reminders are sent within the firm until approvals are complete.

Manage AI's billing is a gamechanger for my firm’s billing process. Instead of spending hours on manual billing entry, I can now review everything in minutes. It’s so intuitive and powerful that it’s not just saving me time, but sanity too!

Amy Pankratz

Business Manager Firm, Birkholz Law

Book a demo

Operate securely with Manage AI

Privacy at the forefront

Manage AI runs on Microsoft Azure OpenAI (GPT-4 class) within Clio’s secure environment, so you can rely on industry-leading protection.

Your data is your own

Your firm’s data is never used to train outside models. Manage AI only works with the information you choose to provide.

Permission-aware

AI-powered actions respect Clio Manage’s built-in permissions, surfacing only what each user is authorized to see—backed by a transparent activity log.

Manage AI Resources

Blog

How to Introduce AI Into Your Law Firm’s Workflow (The Right Way)

Legal AI
Firm Performance

This step-by-step guide helps remove the intimidation factor from introducing AI to your law firm’s tech stack.