Legal Research & Brief Drafting for Law Firm Administrators with Clio
The Problem
Associates lose entire days in Aderant hunting for Mid-Size Law Firm Ops case law that supports a narrow argument — and the final brief is still 70% boilerplate.
What We Build in Clio
AI drafts the research memo against the firm's prior work product, pulls current authority from Aderant, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. 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.