Manage AI helps you quickly gain context on your matters, clients, and documents, enabling you to make informed decisions. Manage AI retrieves data from your communications logs, activities, calendar events, tasks, notes, bills, and documents.
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.
General guidance
Manage AI is designed to simplify your workflow by using the information in your account to take action and answer questions.
- Copy response: Click the three dots at the end of the response to copy the answer or provide feedback.
- Queries: A query is the question or command you enter into the chat. You can use the quick start options or enter your own tailored questions.
Get matter and financial summaries
You can ask Manage AI to quickly provide key details and an overview of a specific matter.
Tip: Manage AI can only generate 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.
- Manage AI will return the requested summary based on your permissions.
Retrieve contact and client details
You can use Manage AI to quickly access client and contact information from your Clio Manage account.
Tip: If Manage 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:
- Show me the contact information for [Contact Name].
- Show me all email communications for [Contact Name].
- Manage AI will pull the requested details.