Schedule Events From Documents Using Clio's AI

When you upload files like court notices, scheduling orders, and even handwritten meeting notes, you can use Clio's AI features to extract key dates and events from these files and create events in Clio for you to review.

Start scheduling events from documents

You can initiate the AI Scheduling process from various locations in Clio.

• Ask Clio using natural language: In the top right, click the Clio icon in your header bar to open the panel to chat with Clio, then use natural language to describe what you want Clio to do. You can also type your question or request in the chat box at the top of the Today page.
  • "Extract the deadlines and hearing dates from the scheduling order I uploaded to the Smith matter and add them to my calendar.”
    “Read the court notice on the Jones matter and create calendar events for every date in it.”
• Matter Dashboard's Suggested actions widget: Clio's AI features proactively identify recently uploaded documents that contain deadlines. Look for suggestions related to scheduling in the AI Actions card from a matter's dashboard, click the more (vertical ellipses) and then select Extract events.
• Calendar: Click the down arrow next to New events and select Extract from a document.

Extract and schedule events

When you upload a document, Clio's AI features analyze the content to classify the document type. This classification allows the AI to apply the correct logic for extracting dates specific to that document's legal context.

1. Initiate the scheduling process from one of the entry points listed above. Depending on your entry point, some of the steps below may already be completed.
2. Under Extract from a document, select an open matter.
3. Select the document type to provide the AI with context to apply the best classification and logic for extracting events.
4. Select a document or upload a new one. The AI extract events from one document at a time.
   • PDF: up to 20 pages or 10MB
   • Documents: up to 20 pages or 10MB
5. Click Extract events.
   • You can wait on the page or, if the process takes a while, you can wait to receive an email notification that the draft events are ready for review. To open the list of events from your email, click Review events.
6. Review the created events.
   • Hover over an event to see which part of your document was used to create the event and its details.
   • Events tagged as Calculated indicate that the event date was calculated relative to another event’s date.
   • Optional: To edit an event's details, hover over it and click the pencil icon, make th relevant changes, then click Save. 
   • Optional: To delete an event, hover over it and click the X.
   • Optional: To add an event, click + at the top of the list, fill in the details and click Save.
7. Optional: Click your name (your personal calendar) at the top of the list to select a different calendar for these events, and/or to add the events to the firm’s calendar in addition to the selected calendar.
8. Once your review is done, click Approve and create events.
9. If you use Automated reminders for the extracted events, you have the opportunity to review and adjust any reminders that were automatically added and add any additional reminders.
   • Use the pencil icon to edit reminders, or use the trash can icon to delete reminders that were automatically applied to extracted events.
   • Click Add reminders to create additional reminders.
10. Once you reviewed your reminders, click Approve and create reminders.
11. You can view the newly created events in your calendar or in a matter's calendar.

Use AI to schedule reminders

You can set up automated scheduling reminders so that Clio's AI can intelligently identify which reminders may need to be added to the event the AI has extracted from documents.

Enable/disable automated scheduling reminders

1. Click Calendar.
2. Click More > Calendar settings.
3. Select the Scheduled Reminders subtab.
4. Use the toggles to enable or disable your scheduled reminders. Clio Administrators can also enable or disable scheduled reminders firm wide.

Create and manage automated scheduling reminders