Legal Research & Brief Drafting for Insurance Defense Attorneys with Clio Manage
The Problem
Associates lose entire days in Litify hunting for Insurance Defense case law that supports a narrow argument — and the final brief is still 70% boilerplate.
What We Build in Clio Manage
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.
Clio Manage Integration Approach
Audit your Clio Manage configuration
We map the specific Clio Manage objects, custom fields, and workflows the automation needs to touch for your insurance defense practice.
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.
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.