You can use Clio's AI features to quickly gain context on your matters, clients, and documents, enabling you to make informed decisions. Clio's AI retrieves data from your communications logs, activities, calendar events, tasks, notes, bills, 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.
Tip: You can only generate these summaries if you have the necessary permissions for the matter.
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
- Click the diamond icon in the main navigation bar to access the AI Launchpad.
- Select Ask a question.
- Pick Catch up on a matter from the menu.
- Enter the matter name or a specific financial query.
- Example query: Summarize the [Matter Name] for me.
- Example query: List all unpaid bills for the past month.
- Example query: 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
You can ask Clio's AI to quickly access client and contact information from your Clio Manage account.
Tip: If Clio's AI is unable to access specific contacts, verify your contact permissions with an account administrator.
- Access the AI Launchpad by clicking the diamond icon in the main navigation bar.
- Select Ask a question from the menu.
- Enter a specific and concise query. For example:
- Example query: Show me the contact information for [Contact Name].
- Example query: Show me all email communications for [Contact Name].
Clio will return the requested summary based on your permissions.