AI features in Clio helps you transform routine work into completed actions, helping you stay on target with deadlines, get paid faster, and allowing you and your team to focus on billable work.
Describe your needs
Describe what you want in plain language and Clio does the work, from creating a time entry to entering a vendor bill. You can ask for help with:
- Matters and contacts: open, update, and close matters, and add the contacts connected to them. See Create and Update Matters and Contacts.
- Everyday records: create tasks, calendar events, notes, time entries, and expenses without leaving the page you are on. See Create Activities, Events, Notes, and Tasks.
- Deadlines: pull dates out of court documents and preview court rule deadlines. See Schedule Events From Documents.
- Billing and payments: review unbilled time, prepare invoices, create payment links, and request trust funds. See Prepare Invoices, Payments, and Trust Requests.
- Documents: organize folders, create documents from templates, and edit the document you have open. See Organize and Create Documents.
- Clients and communications: message clients through the client portal, log calls and emails, and draft updates. See Message Clients and Log Communications and Draft Client Communications.
- Leads and intake: review new leads, send intake forms, and keep matters moving. See Manage Leads and Intake.
- Accounting: enter vendor bills, record expenses, post journal entries, and generate financial statements. See Enter Vendor Bills and Operating Expenses and Post Journal Entries and Generate Financial Statements.
- Summaries and reports: get an overview of a matter or contact, and generate reports. See AI-generated Matter and Contact Summaries and Generate Reports and Monitor Performance.
Tip: The more you know about how Clio is organized, the better you can describe your needs. Each article lists suggested prompts, and also links to the manual steps so you can see which fields and options are available to you, for example such as reusable categories and rates when creating time entries or statuses and matter-specific billing preference fields when creating new matters. Using them consistently keeps your firm's data organized.
Learn where to work with AI in Clio
Because AI features in Clio are designed to assist in your regular workflows, they are integrated in various areas in Clio.
Tip: If your firm opts out of AI features in Clio Manage, global search matches documents by name and metadata only. Learn more in Search and Download Documents in Clio Manage.
Clio's AI prompt panel
Access the most impactful AI workflows from any page in Clio by clicking the Clio icon in your top right header bar. This opens a panel on the right where you can select from AI-suggested options or use natural language to describe what you want to do in Clio or any questions you have. You can ask questions about matters and contacts, request that certain actions be taken, and more. Refer to these guidelines to learn how to write effective prompts.
You can also get access to specific AI features where you need it most, like scheduling events from documents, getting writing assistance for emails, text messages, and other documents, or viewing summaries of voice calls.
Today
Clio's AI provides you with a summary of your top priorities, upcoming events, and tasks in your Today (home) page. These suggestions help you to understand at a glance what your day and week may look like.
Suggested actions widget in matter dashboards
While viewing a matter, Clio's AI will surface suggested actions relevant to the matter that you can take to keep the matter moving forward. Clio's AI can suggest actions like
- extracting events from documents and suggest you review these events,
- preparing and approving invoices,
- drafting communications based on your recent matter activity, and
- creating time entries.
To toggle which of these actions you want Clio to suggest, go to a matter and select the settings (gear) icon on the panel. Use the toggles to turn specific suggested actions on or off, then click Save preference.
When you are in a matter, you can act on these suggestions.
- In the Suggested actions widget, for the relevant suggestion, click the more (vertical ellipses) icon.
- Select an option to take action, or click Dismiss if the suggestion is not relevant to you.
Security, compliance, and your control
Learn how AI actions are recorded in the Audit Log, how Clio protects your data, and how administrators can opt out of AI features in Data Security, Compliance, and Opt-Out for AI Features in Clio.
Up next
- Start a conversation, and select a matter so that Clio can read the matter and take actions on it. See Understand Clio Work and Start and Guide Conversations in Clio Work.
- Connect Clio Work and ask from your preferred tool. See Use Clio Work in Claude and Codex.
- Describe a process once and have it run automatically. See Get Started With Workflows.