You can quickly create tasks and notes directly in Clio Manage using the create functions in the AI Launchpad. Manage AI assigns these actions to the current firm user and links them to the current matter or contact unless you specify otherwise in your query.
Note: This feature is available to firms with Premium, Pro, and Expand subscriptions. If you need to upgrade your firm’s plan, ask a firm administrator. Learn more about your plan's features.
Access Manage AI create functions
You can access all of the Manage AI quick actions through the AI Launchpad.
- In the main navigation bar, select Create from the menu.
- Choose the item you want to create (Time Entry, Expense Entry, Event, Task, or Note).
- Enter your request or command into the chat panel.
- Click Review to open the relevant modal and add to or edit Manage AI’s suggestion.
- Click the relevant option to create the item (e.g. Save entry, Create, Save note, etc.).
Create time entries and expenses
Quickly create billable time entries and expenses by providing details such as duration, cost, and matter information. First, open the AI Launchpad and navigate to the Manage AI create options and use the time entry or expense entry option.
Tip: Manage AI can also proactively suggest tasks and unlogged time entries on the AI Action Card on the matter dashboard.
- Create time entry example: Create a time entry for 45 minutes on the Smith Matter with the description "Drafting correspondence."
- Create expense entry example: Create an expense entry for $50 for filing fees on the Jones case today.
If you do not provide specific details (date, user, rate), Manage AI automatically assigns the current date, current user, and your default rate.
Schedule single calendar events
Manage AI helps you organise your schedule by creating new events on your Clio Calendar. Quickly create events by providing details such as the time, date, and participants. First, open the AI Launchpad and navigate to the Manage AI create options and use the event option.
Note: To automatically extract multiple deadlines and events from a court document, you can use the AI Scheduling feature instead of manually creating a single event via the chat panel.
- Create event example: Create a 1-hour event tomorrow at 2 p.m. with [Client Name] for a case review.
If no date and user details are provided, Manage AI will assign the current date and user.
Create tasks and notes
You can use Manage AI to create tasks for yourself or your team and to quickly record and organise notes linked directly to a matter or contact. First, open the AI Launchpad and navigate to the Manage AI create options and use the task or note entry option.
Tip: Manage AI can also provide activity recommendations, suggesting time entries based on actions like completing tasks.
Create tasks
- Create task example: Create a high-priority task named Settlement offer draft review for [Client Name] due on October 9th.
If no details are provided, Manage AI will assign the current date and user.
Create notes
- Create note example: Create a matter note for [Matter Name], saying, “Had a conversation with the client on October 3, 2024, regarding the evidence for allegations of neglect.”
If no details are provided, Manage AI will assign the current date and user.