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Clio
Clio

Manage AI

An AI-powered operational assistant embedded in Clio Manage that automates routine law firm tasks from deadline tracking to billing.

Manage AI is Clio's generative AI assistant built natively into Clio Manage. It uses NLP and LLMs to automate deadline extraction from court documents, generate calendar events, draft client communications, produce invoices, and surface proactive insights on high-priority matters. The system operates exclusively on a firm's proprietary data, respects user role permissions, and does not train external models with client information. It features comprehensive audit logs tracking all AI actions with cited sources and document origins.

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Use cases

Automated deadline extraction and calendar event creation from court filings

AI-drafted client communications with adjustable tone

Proactive matter prioritization and risk flagging

Automated invoice generation

Integrations
Clio Manage
Clio Grow
Clio Draft
300+ app integrations
Expected outcomes

Reclaimed up to 5 hours per week for legal professionals

Reduced manual deadline tracking errors

Faster invoice generation and billing cycles

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Company

Clio
Burnaby, BC, Canada
Founded 2008

Primary Verticals

Financial Services (BFSI)
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Functions

Legal & ComplianceOperations & Supply ChainFinance & AccountingCustomer Experience

Industries

Financial Services (BFSI)
4

Integrations

4

Use cases

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