Clio's AI features work in the background to help you quickly draft professional client updates and responses. Based on recent activity in your assigned matters, the AI automatically drafts communications for the staff and lawyers responsible for those matters. This ensures accuracy and a professional tone for every client communication.
Important: The suggested client communications are visible only to firm users assigned to the matter as the Responsible staff or Responsible solicitor. Only these users can review and send the drafted communication.
Generate proactive client communications
Clio's AI monitors case activity (completed tasks, uploaded documents, stage changes) and recognises when a client update is warranted. These drafts are surfaced as AI Actions.
Note: Drafted communications are accessible for 1 day from the time they are generated. The data used for the draft is capped (e.g., a maximum of 50 recent/upcoming tasks, documents, and events).
Review and send drafts
- Go to Matters and click the matter name.
- Review the Suggested actions widget on the Matter Dashboard.
- If a new communication is suggested, click the more (vertical ellipses) on the suggestion, then select Review draft.
- Review the draft, make any necessary adjustments to the tone or content, and click Send.
Get drafting assistance
Clio's AI prompt panel
You can use the AI prompt panel to request a draft or modify any text you have already written.
- In the top right, click the Clio icon in your header bar to open the Clio prompt panel. You can also type your request in the prompt box at the top of the Today page.
- Provide the necessary information, and Clio's AI will generate the requested draft or help you modify an existing text.
Help me write
Help me write is a feature embedded in several locations in Clio. It learns about the context of communications and documents to help you create responses, summaries, and more. Below are some examples to help you understand how to use Help me write.
Examples
Ask Clio's AI to create text for you.
- Go to a client portal.
- Click Help me write to briefly describe a new response.
- “Write a message to my client Maria Lopez letting her know her hearing has moved to January 12 and asking her to confirm she can attend.”
- Click Generate.
Ask Clio's AI to refine a your rough draft.
- Navigate to Text Messages in Clio.
- Draft a rough message.
- Click Help me write.
- Describe how you want Clio's AI to refine the message.
- "Check grammar and tone and make sure legal jargon is minimal."
- Click Refine.
Quick Responses in SMS messages
Clio's AI can suggest responses to client text messages in the Communications tab.
Tip: You can also get Clio's AI to suggest a response in the Clio Mobile App.
Use suggested responses
- Go to the main Communications tab or the Communications subtab for a contact or matter.
- Select the Text messages subtab and click the message thread you want to respond to.
- Choose a response option:
- Quick response: Select to draft a brief, typically three- to four-word message.
- Suggest response: Select to generate a longer, more detailed, context-based reply.
- Review the text and click Send.
Suggested replies in Outlook
Clio's AI can provide suggested replies via the Clio Outlook Add-In.
Use suggested Outlook replies
- In Outlook, open the email thread.
- From the add-in, select the Reply subtab.
- Optional: To configure suggestions, click the gear icon, select the desired tone and length, and click Update suggestions.
- Click Copy to use the suggested reply in your email.
Up next
- Send and Reply to Emails: Send new emails and reply to email threads from Communications, with each message filed to the matter.
- Text Messaging in Clio Manage: Send and receive text messages with your clients from your firm's number.
- Clio's Outlook Add-in: File email correspondence from Outlook to Clio Manage.