Billing Narrative Cleanup for Litigation Paralegals with Clio Manage

Clio Manage Litigation Paralegal Civil Litigation

The Problem

LEDES bills for Civil Litigation matters get kicked back by clients and e-billing portals for vague narratives — realization drops and the billing coordinator chases lawyers for rewrites.

What We Build in Clio Manage

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.

Clio Manage Integration Approach

1

Audit your Clio Manage configuration

We map the specific Clio Manage objects, custom fields, and workflows the automation needs to touch for your civil litigation practice.

2

Build on the Clio Manage API or agent

Integration happens inside Clio Manage — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in Clio Manage with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Clio Manage instance

30-minute call. We'll look at your actual Clio Manage setup and show exactly how this workflow fits.

More About This Workflow

Billing Narrative Cleanup for Litigation Paralegals

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%.

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