Clio Work for Civil Litigation
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Confirm the requirements for an enforceable settlement
Transactional
What are the requirements for an enforceable settlement agreement in my jurisdiction? Cover formation issues like offer and acceptance, consideration, writing and signature requirements, and authority to settle. Then explain the key rules and common pitfalls for release scope, confidentiality, non-disparagement, and covenant not to sue provisions. Cite the controlling statutes and leading cases for each point.
Check the limits of a tolling agreement
Transactional
What elements does a tolling agreement need under federal law and my jurisdiction's law, and what limits its enforceability? Cover issues like consideration, definiteness, duration, and which claims and parties are covered. Then explain how counsel can preserve defenses and avoid waiver, including reserving defenses, limiting admissions, and the effect on laches, arbitration clauses, and class waivers. Cite controlling statutes and leading cases.
Define the triggers and duties of a litigation hold
Transactional
What makes an effective litigation hold notice under federal law and my jurisdiction's law? Explain what triggers the duty to preserve, how to set and adjust the scope of preservation, and what's expected of the client, counsel, custodians, and IT, including monitoring and documenting compliance. Cover the standards for spoliation findings and sanctions, citing the Federal Rules and leading cases. End with a short checklist of what the hold notice should include and the follow-up steps.
See how courts apply Twombly and Iqbal
Litigation
How have courts in my federal district applied the Twombly and Iqbal plausibility standard to Rule 12(b)(6) motions in commercial tort and fraud cases? Explain which allegations courts usually find sufficient and which they treat as conclusory, especially for fraud under Rule 9(b). Cite leading decisions from the district and any guiding circuit authority.
Apply the Celotex summary judgment framework
Litigation
What is the Celotex burden-shifting framework under Rule 56, and how has my circuit applied it in commercial disputes? Explain what the moving party has to show first and what the other side must do in response. Cite the key Supreme Court and circuit cases, and note the fact patterns where summary judgment is commonly granted or denied, such as contract interpretation, damages proof, or fraud claims.
Check the standard for damages and causation experts
Litigation
What reliability, fit, and methodology requirements do courts in my circuit apply to causation and damages experts under Daubert and Rule 702? Summarize the governing standards and the common grounds for exclusion, such as unsupported conclusions, failure to rule out alternatives, speculative assumptions, or lack of data. Cite the leading circuit cases.
Calculate the limitation period for a claim
Litigation
Using the documents and key dates in this matter in Clio Manage, calculate the statute of limitations for this cause of action under the governing law. Identify the accrual date and why, the limitations deadline, any tolling events in the matter record with the supporting document, and the earliest safe filing date. Show your date calculations for my approval. Once I approve, create Clio Manage calendar events for the limitations deadline and the earliest safe filing date.
Document Analysis
Flag enforceability risks in a settlement agreement
Transactional
Review the attached settlement agreement for enforceability and litigation risks. Focus on consideration, the scope and clarity of the release, the covenant not to sue, confidentiality and non-disparagement obligations, and governing law and venue. Put the results in a table with the provision, the risk, why it matters, a recommended revision with suggested language where possible, and a priority level. Flag anything that needs attorney review, and cite authority only where it supports a recommended change.
Assess settlement exposure from a demand package
Transactional
Review the attached demand package. Summarize each claim and its key supporting facts, list every category of damages with the amounts claimed, and note the relief demanded. Then assess our settlement exposure by identifying the strongest and weakest parts of the demand, gaps in the opposing party's evidence, and the follow-up questions or documents we should request. Present it as a short table followed by a brief summary of gaps and risks.
Pull key terms from a settlement agreement
Transactional
Review this settlement agreement and pull out the settlement amount, payment terms, payment deadlines, scope of released claims, released parties, confidentiality obligations and exceptions, non-disparagement provisions, covenant not to sue, governing law, and dispute resolution clause. Quote the exact language for each item and note any that aren't in the agreement.
Rank the claims in a complaint by strength
Litigation
Review the attached complaint and pull out each cause of action, the damages theories, and the key factual allegations behind each claim. Then assess which claims look strongest and weakest on the face of the pleading, flag any statute of limitations issues, and identify any Twombly or Iqbal pleading deficiencies. Cite paragraph numbers for each point and present it as a table.
Build a chronology for summary judgment
Litigation
Review the pleadings, discovery, and correspondence in this matter and pull out every date tied to an event. Build an operative facts chronology for summary judgment, mediation, and trial. Include the date, event, source document with a pinpoint cite, parties involved, and any flags. If dates conflict or are unclear, list each version with its source.
Break down the allegations in a complaint
Litigation
From this complaint, pull out each cause of action and its key supporting allegations, the damages categories and amounts, whether a jury is demanded, the venue and jurisdiction allegations, any statute of limitations trigger date, and every named defendant, including any Doe defendants. Organize it under clear headings and quote the relevant language with paragraph references.
Cross-check a deposition against the record
Litigation
Review the uploaded deposition transcript for this witness and find testimony we can use for impeachment, admissions that support our case, and statements that conflict with the documents or physical evidence. Cross-check it against the witness's prior statements in Clio Manage communications and notes, the documents in this matter, and the opposing party's pleadings. Build an impeachment map table with the topic, quoted testimony, page and line, the conflicting or supporting source, how to use it, follow-up questions, and how material it is.
Skills
Skills save the way your firm does a task, so anyone at your firm gets the same result.
Get consistent, high-quality work from everyone at your firm, every time. A skill saves a task you repeat in your firm’s format and standards, so anyone on your team can run it. Use skills for document analyses, client letters, and strategy recommendations.
Test each affirmative defense against the pleadings
Tests each affirmative defense in an answer against its elements and the facts actually pleaded.
Create This Skill
Create a skill that reviews the affirmative defenses in an uploaded answer. For each defense, build an elements checklist with controlling authority, compare it to the facts alleged, and flag any elements that are unsupported or conclusory. For each weak defense, recommend either a motion to strike with supporting authority or amendments that would strengthen it. Present the results as a table.
Keep a case chronology up to date
Builds a chronology from the matter documents and keeps it updated as discovery comes in.
Create This Skill
Create a skill that builds a single, living case chronology from all the documents in this matter. Pull out every dated event, flag approximate dates, and sort them in a table with a short description, the parties involved, and a pinpoint source cite. Save it to the matter as one document. Each time it runs, update that same document with new or changed documents instead of starting over, revise entries if sources conflict, and log what changed.
Audit how cited cases have been treated
Checks every case cited in a finished brief or memo and confirms whether it is still good law.
Create This Skill
Create a skill that pulls every case cited in this document, checks each one for negative treatment, and returns a table. Include the case name, full citation, court, year, how it's used in the document, its citator status, the type of negative treatment and the case that caused it, whether the proposition is still good law, and a recommended action. Flag any citation that can't be resolved and explain what's missing.
Draft Templates
Draft documents from a prompt, or fill your firm’s own templates with details from the matter.
Get from a blank page to a first draft in minutes. Describe the document, and Clio Work drafts it from your matter’s facts and your jurisdiction’s law. Or turn your firm’s own documents into templates that fill in party names, dates, and terms from the matter.
Draft from a prompt
Draft a litigation hold notice
Transactional
Draft a litigation hold notice for the client about this matter and the event that triggered it. Explain the purpose and tell recipients to stop any deletion or auto-purge right away. List the types of documents and ESI to preserve. Explain the consequences of not complying, including spoliation sanctions. Name a point of contact, and format it as a ready-to-send email with an acknowledgment section.
Draft a settlement agreement from the negotiation record
Transactional
Using the notes, correspondence, and negotiation history for this matter in Clio Manage, draft a complete settlement agreement that reflects the agreed terms. Apply the governing law's settlement standards and add standard boilerplate. If a material term is missing or unclear, flag it with a placeholder instead of guessing.
Draft a motion to dismiss a fraud complaint
Litigation
Draft a motion to dismiss a fraud complaint under Rules 12(b)(6) and 9(b). Argue that the misrepresentation claim fails because it doesn't identify any specific false statements, speakers, dates, places, or facts showing reliance. Include a short preliminary statement, a plausibility argument, a detailed particularity argument covering who, what, when, where, and how, and a conclusion requesting dismissal.
Draft a motion to compel discovery
Litigation
Using the communications log and discovery documents, draft a ready-to-file motion to compel discovery under the governing civil procedure rules. Pull the correspondence to build a timeline of what was requested and when, any agreed extensions, what was produced, what's still outstanding by request number, and how opposing counsel responded.
Prepare a summary judgment motion package
Litigation
Using all the pleadings, exhibits, depositions, and discovery responses for this matter in Clio Manage, prepare a summary judgment motion package. Identify the undisputed material facts with pinpoint record cites, list any disputed facts and explain why they aren't material, and apply the governing summary judgment standard to each claim or defense. Draft the motion, memorandum of law, and statement of undisputed facts as separate documents
Prepare a trial package
Litigation
Using all the documents, depositions, discovery responses, and notes for this matter, prepare a complete trial package. Create a separate examination outline for each witness with goals, key record cites, exhibits to use, and impeachment points. Build a proposed exhibit list with each exhibit's source, purpose, sponsoring witness, foundation, and likely objections. Draft an opening statement tied to the record, and outline a closing argument organized by claim and defense.
Prepare an oral argument prep memo
Litigation
Prepare an oral argument prep memo for this motion or appeal using the filed briefs, research notes, and record materials in Clio Manage. Lay out our strongest arguments by issue with the best supporting authorities and pinpoint cites. Summarize the other side's best counterarguments with short rebuttals. List the five most likely questions from the bench with a recommended answer and a fallback if pressed.
Build your firm templates
Litigation Hold Letter
Sends the same preservation notice to every custodian at the start of a case. Upload your firm's version, and Clio Work turns the client, custodian names, matter name, trigger date, and document categories into fields it fills from each matter. Then review the suggested rule that adds the cloud storage paragraph only when the client uses third-party cloud services.
First Set of Interrogatories
Starts each case's written discovery from the firm's standard set. Upload your firm's version, and Clio Work turns the court, case number, parties, serving party, and response deadline into fields it fills from each matter. Then review the suggested rule that adds the damages interrogatories only when the client is the defendant.
Notice of Deposition
Fills a deposition notice with the deponent, date, and location. Upload your firm's version, and Clio Work turns the court, case number, deponent, date, time, location, and court reporter into fields it fills from each matter. Then review the suggested rule that adds the video recording language only when the deposition will be videotaped.
Visualizations
Visualizations make charts, calendars, and diagrams from your matter data.
Build the exact view you need, right when you need it. Describe it in plain language, and Clio Work builds an interactive tool from your matter data, such as a case chronology or a settlement calculator. Download it and share it with clients and colleagues.
Lay out a case chronology
Lays out the key facts and procedural events of a case on one timeline.
Create This Visualization
Using visualizations, create an interactive two-track timeline for this matter, with key facts on one track and procedural events on the other. For each event, include the date, a short description, and the source document with a pinpoint cite. If dates conflict between documents, flag it and list both sources. Use the pleadings, discovery, and correspondence in this matter.
Chart claimed damages by category
Breaks down claimed damages by category and source.
Create This Visualization
Using visualizations, create an interactive chart of claimed damages by category, covering economic damages, non-economic damages, and fees and costs. For each item, show the amount, the date range if relevant, the supporting document, and the calculation method. Let me filter by category and show totals for each category and overall. Use the damages evidence in this matter.
Track discovery status on a dashboard
Shows what has been served, answered, overdue, or in dispute.
Create This Visualization
Using visualizations, create an interactive dashboard of each discovery request set in this matter. Show the serving party, date served, response due date with any extensions, current status, and any open deficiencies, such as objections without answers, incomplete production, or missing verifications. Use only the discovery requests and responses in this matter.
Map claims and elements to the evidence
Maps each claim's elements to the evidence that supports or undermines them.
Create This Visualization
Using visualizations, create an interactive matrix of each cause of action and its required elements. For each element, show the supporting allegations and evidence with pinpoint cites, any missing or weak proof, and a strength rating. Flag the top three evidence priorities for shoring up the weakest elements. Use the complaint and evidence in this matter.
Map witnesses to the claims
Shows each witness, what they know, and how their testimony connects to the claims.
Create This Visualization
Using visualizations, create an interactive chart of each witness in this matter. Show their role, the topics they cover, the claims or defenses they support or undermine, and any inconsistencies with their own testimony or with other witnesses and documents. Cite the source and page for each point, and let me sort and filter the chart. Use the depositions, disclosures, and statements in this matter.
Map the relationships between parties in a multi-party case
Complex cases can involve dozens of parties tied together by contracts, subcontracts, and guarantees. This chart maps every party and the agreements that connect them, so you and your client can see who owes what to whom. Use it to explain the case to a client or to plan claims and cross-claims.
Create This Visualization
Using visualizations, create an interactive diagram of every party in this matter and the contractual relationships between them. Show each party's role, and label each connection with the agreement name, date, and key obligations. Group parties by side, and let me click a party to highlight its connections. Use the pleadings, contracts, and correspondence in this matter.
Draft interrogatories and map what each claim requires
Drafts interrogatories from a complaint, then maps each claim to the elements the plaintiff must prove.
Create This Visualization
Review the complaint in this matter and draft interrogatories based on its claims. Then, using visualizations, create an interactive map of the claims broken down by the elements the plaintiff must prove, and link each interrogatory to the element it addresses.
Turn a case chronology into a timeline dashboard
Builds a case chronology, then turns it into an interactive timeline you can filter and explore.
Create This Visualization
Build a case chronology for this matter from the pleadings and documents. Then, using visualizations, turn it into an interactive dashboard that shows the timeline, with each event linked to its source document.
Docket
Docket searches federal and state court dockets and tracks the cases you follow.
Search US federal and state court dockets without leaving Clio Work. Track the cases that matter to you and get alerts when something new is filed. Research how a judge has ruled on similar motions before your next hearing.
Track an active case for new filings
Connect the matter to its docket and get an alert the moment a motion, order, or filing posts.
Pull a new filing into the matter
Download the original court document and save it to the matter folder in Clio Documents in one step.
Research how a court handled a similar motion
Search the court’s dockets for comparable filings and rulings, even on cases the firm does not represent.
Build the case file from the docket
Link the docket to the matter so the register of events and documents live alongside the rest of the case.