8 workflow automations purpose-built on top of Clio Grow — no data leaves your system, no parallel tool for your team to learn.
AI ingests the beneficiary's evidence into INSZoom, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from INSZoom, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into INSZoom. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from INSZoom, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in INSZoom, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in INSZoom on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in INSZoom, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across INSZoom and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Clio Grow — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Clio Grow for any repetitive process. Tell us what you'd automate.
