Manage AI helps you stay one step ahead by proactively reviewing your firm’s data to identify matters and activities that require your attention. These recommendations (formerly known as matter recommendations) are AI Actions you can take to prioritize your workload, flag risks, and help you capture unlogged billable time.
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.
Access recommendations (AI Actions)
Manage AI recommendations are surfaced in two key locations to guide your next best action: the Firm/Personal Dashboard and the Matter Dashboard.
Tip: Click on any recommendation card to navigate directly to the matter or to initiate the suggested action (e.g., open a draft bill or a client communication).
Firm/Personal Dashboard
Recommendations on the Firm Dashboard highlight firm-wide priorities, risk, and bills ready for approval.
- From the navigation bar in Clio Manage, go to Dashboard and select Personal Dashboard.
- Review the key cards that feature high-priority items.
- Click on a matter card to navigate directly to the matter to take action.
- Click See More to view the full list of surfaced risks and recommendations, which may include urgent matters, upcoming meetings, or critical deadlines.
Matter Dashboard
The Matter dashboard focuses on actions specific to that matter, giving you an immediate opportunity to act on a suggestion.
- Go to Matters and click on the matter name.
- Review the AI Actions card on the Matter dashboard.
- Recommendations may include:
- Drafting a client communication based on recent activity (e.g., a completed task or uploaded document).
- Reviewing events that Manage AI has captured from documents.
- New bills that are ready for your approval.
- Suggested time entries from unlogged communication, notes, or completed tasks.
- Bill recommendations for matters with a high Work In Progress (WIP) balance (e.g., over $1,500.00).
Understand proactive recommendations
Manage AI analyzes data across your account (including calendars, tasks, documents, events, and notes) to provide actionable recommendations. Updates run overnight to ensure accuracy.
Note: Recommendations are customizable at the matter level to focus on the priorities that matter most to that specific case.
Proactive matter recommendations
Manage AI will identify important matters and risks, which may include:
- Matters with billable activity exceeding predefined thresholds.
- Matters with upcoming critical deadlines or urgent meetings.
- Matters with high-priority tasks that are due soon.
- Document summaries needed for quick context.
Activity recommendations
Activity recommendations are based on billable actions from the past 24 hours. They help ensure you capture every billable moment.
- Proactive activity recommendations suggest time entries for logged communications, notes, or completed tasks.