Clio Work by Practice Area

Turn a stack of records into a case strategy, draft from your own templates, and track the cases you follow. Browse ready-to-run prompts, Skills, and visualizations built for your practice area.

Prompts

Firm Administration

Create a matter from intake documents

Try This Prompt

Using the uploaded intake documents, extract the information needed to open a new matter in Clio Manage, including the client, matter name, practice area, description, responsible attorney, related and opposing parties, key dates, jurisdiction, and any custom field values. Before creating anything, show me a table with each field, the extracted value, your confidence level, and the source document, and flag anything missing or unclear. Once I approve, create the matter and add an opening note summarizing the source documents.

Get a status briefing on a matter

Try This Prompt

Give me a status briefing for this matter that covers open and overdue tasks, calendar deadlines in the next 30 days, the most recent client communications, and billing activity this month. Format it as a one-page summary I can use on a client call.

Build a weekly report on all active matters

Try This Prompt

Create a weekly pipeline report for all active matters at our firm. For each matter, show the current status, open task count, next deadline, billing activity this week, and whether there's been no activity in the past 14 days. Group the results by responsible attorney and flag any matter with an upcoming court date but no open tasks.

Build a firm performance dashboard

Try This Prompt

Build me an interactive dashboard for all matters and all employees at the firm. Show monthly billable, non-billable, and untracked hours with the utilization rate. Show fees billed versus unbilled and draft with the realization rate. Show collected versus uncollected amounts with the collection rate and outstanding balances. Add a toggle to compare this year to last year, and let me filter by a single employee.

Find unbilled time before the billing run

Try This Prompt

Build a visualization of fees billed and hours worked across my open matters over the past six months. Group the results by responsible attorney. The main goal is to see where we have unbilled time. Flag any matter with unbilled time older than 30 days, and sort by the highest unbilled amount first.

Log time from the work I just did

Try This Prompt

Log a 0.3-hour time entry on this matter for reviewing the deposition, with today’s date. Then review this conversation and suggest any other billable activity I haven’t logged yet. Show each suggested entry with a description and duration, and wait for my approval before you create any of them.

Triage new leads in Clio Grow

Try This Prompt

Which open opportunities in Clio Grow need my attention? For each one, show the pipeline stage, consultation status, and whether the intake form is complete. For any lead with an incomplete intake form, create a follow-up workflow task in Clio Grow and assign the matter to a team member. Show me the list of proposed actions before you make any changes.

Clean up tasks and confirm upcoming deadlines

Try This Prompt

List all open tasks on this matter and all events and deadlines in the next 14 days. For any task that the matter notes or communications show is already done, propose marking it complete. Then add a note to the matter summarizing what was closed and what’s still outstanding.