Visa Petition Package Assembly for Insurance Defense Attorneys with Clio Manage
The Problem
Every H-1B, O-1, or EB-2 petition is a 200-page exhibit package assembled by hand — and every paralegal in the Insurance Defense practice runs out of hours in March.
What We Build in Clio Manage
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.
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.