With Manage AI activated in Clio Manage, you can select documents for Manage AI to extract key dates and events and draft events for you to review. Manage AI will review your court documents to find and draft deadlines for you to review and approve.
Note: This feature is available to firms with Essentials, Advanced, and Expand subscriptions. If you need to upgrade your firm’s plan, ask a firm administrator. Learn more about your plan's features.
Start scheduling events from documents
You can initiate the AI Scheduling process from three main entry points: the AI Launchpad, directly from your Clio Manage Calendar, or a matter’s dashboard.
- AI Launchpad: Navigate to the Manage AI gem, then click Schedule in the Schedule events from documents card.
- Calendar: Click the down arrow next to New event and select Extract from a document.
- Matter Dashboard: Manage AI will proactively suggest reviewing a recently uploaded document for deadlines under the AI Actions card.
Extract and schedule events
In Clio Manage with Manage AI, you can extract and draft events and dates from uploaded documents and review the drafted events.
Note: Manage AI scheduling can only analyse court documents to extract deadlines.
Important: Manage AI Scheduling does not currently apply local court rules for counting days when calculating dates. Always double-check calculated deadlines against official court rules.
- Initiate the scheduling process from one of the entry points listed above.
- Under Extract from a document, select an open matter.
- Select the document type.
- Select a document. Manage AI can extract events from one document at a time.
- Select documents from a matter or upload new documents.
- Select or drag and drop a document into the document selection area.
- PDF: up to 20 pages or 10MB
- Documents: up to 20 pages or 10MB
- Select or drag and drop a document into the document selection area.
- Click Extract events. Manage AI will extract events in the background. You will receive an email and a notification in Clio Manage when the draft events are ready for review.
- Select Review events.
- Hover over an event to review with the side-by-side verification view to verify the exact source content from the original document that was used to retrieve that date.
- Optional: Click the pencil icon to edit, add context, or click the X icon to remove events that are not needed.
- Optional: Click the clock icon in the top right of the table to add reminders.
- Click Create events. Manage AI will upload all confirmed events to your Clio Calendar simultaneously, creating them at once.