You can use Clio's AI features to quickly gain context on your matters, contacts, and documents, enabling you to make informed decisions. Clio's AI retrieves data from your communications logs, activities, calendar events, tasks, notes, invoices, and documents.
Get matter and contact summaries
You can ask Clio's AI to quickly provide key details and an overview of a specific matter or contact. In the top right, click the Clio icon in your header bar to open the Clio prompt panel. You can also type your question or request in the prompt box at the top of the Today page.
Note: You can only generate these summaries if you have the necessary permissions for the matter or contact.
Matter information you can request:
- Operational details: Matter description and status, responsible client, practice area, open date, and last activity date.
- Financial details: Outstanding balance, Work In Progress (WIP), trust balance, status of a recent invoice, or a list of your billable activities.
Generate a matter summary
- In the top right, click the Clio icon in your header bar to open the Clio prompt panel. You can also type your question or request in the prompt box at the top of the Today page.
- Use natural language to describe what you want to know.
- Example: Summarize the [Matter Name] matter.
- Example: List all unpaid invoices for the past month.
- Example: Show me all of my billable activities for the past week.
Clio will return the requested summary based on your permissions.
Retrieve contact and client details
- In the top right, click the Clio icon in your header bar to open the Clio prompt panel. You can also type your question or request in the prompt box at the top of the Today page.
- Use natural language to query Clio.
- Example: Show me the contact information for [Contact name].
- Example: Show me all email communications for [Contact name].
Clio will return the requested summary based on your permissions.