Court Deadline & Docket Tracking for Law Firm Administrators with Clio
The Problem
Missing a court deadline in Mid-Size Law Firm Ops is a malpractice event, but deadlines live across Aderant, PACER, and the calendar of whoever touched the matter last.
What We Build in Clio
AI monitors the docket across Aderant 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 — uses the native API or agent integration so nothing leaves the system of record.
Clio Integration Approach
Audit your Clio configuration
We map the specific Clio objects, custom fields, and workflows the automation needs to touch for your mid-size law firm ops practice.
Build on the Clio API or agent
Integration happens inside Clio — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio instance
30-minute call. We'll look at your actual Clio setup and show exactly how this workflow fits.