29 workflow automations purpose-built on top of Clio Manage — no data leaves your system, no parallel tool for your team to learn.
AI rewrites narratives to match each client's outside-counsel guidelines in Relativity, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Relativity 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Relativity, 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Relativity, 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 Manage — 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 Relativity. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in MyCase, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Clio Manage — 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 MyCase, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in MyCase, 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 Manage — 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 MyCase 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 Manage — 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 MyCase, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across MyCase 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into MyCase, 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Clio Manage, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Clio Manage, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Clio Manage, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Clio Manage, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Clio Manage — 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 Clio Manage, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Clio Manage, 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 Manage — 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 Litify, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Litify, 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 Manage — 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 Litify 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Litify, 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Litify, 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 Manage — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Clio Manage for any repetitive process. Tell us what you'd automate.
