Clio Work for Employment and Labor Law
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Check if a worker is a contractor or an employee
Transactional
What legal tests determine whether a worker is an employee or an independent contractor under state and federal law, including wage and hour, unemployment, and IRS standards? Summarize the main consequences of misclassification, such as wage liability, tax and withholding issues, benefits, penalties, and personal liability. Cite the controlling statutes and leading cases.
Confirm the requirements for a valid severance agreement
Transactional
Summarize the requirements for a valid and enforceable severance agreement, including a general release of employment claims and the ADEA and OWBPA rules for a knowing and voluntary waiver. Cover required disclosures, consideration periods, and revocation periods, and cite the controlling statutes and leading cases.
List an employer's mandatory leave obligations
Transactional
Identify the mandatory leave and pregnancy accommodation obligations an employer must provide under state and federal law. For each leave type, explain who is covered, eligibility, duration, pay and benefits, notice rules, and job protection. Explain how state leave coordinates with the FMLA and what pregnancy accommodations are required. Cite the controlling statutes and regulations.
Apply the Title VII burden-shifting framework
Litigation
What is the burden-shifting framework for a Title VII disparate treatment claim? Explain what the employee must show for a prima facie case, how the employer rebuts it with a legitimate reason, and what evidence is enough to prove pretext. Cite the controlling Supreme Court and circuit standards.
Find cases on protected activity in retaliation claims
Litigation
Identify the leading cases that define protected activity in a whistleblower retaliation claim. Explain what conduct qualifies, what the employee must reasonably believe, how the employer's knowledge is shown, and how protected activity differs from general complaints. Summarize each case's key holding.
Summarize rulings on wage and hour class certification
Litigation
Summarize recent appellate decisions on class certification standards in wage and hour cases for unpaid overtime and meal break claims. Explain how courts treat commonality, predominance, typicality, and adequacy, and how they weigh timekeeping practices, employer policies, and individual damages. Cite the key cases and their holdings on certification.
Document Analysis
Find enforceability issues in an employment agreement
Transactional
Review this employment agreement or severance package and identify enforceability risks, ambiguous or inconsistent terms, and one-sided provisions likely to cause disputes. Provide a table with the provision, issue, why it matters, risk level, and recommended revision language, and flag anything that needs attorney review or more facts.
Build a timeline of employment events
Transactional
From these documents, build a chronological timeline of employment milestones, HR complaints and investigations, and disciplinary actions. Provide a table with the date, event summary, people involved, category, source document, and relevance to potential claims. Flag any gaps or missing records.
Pull restrictive covenants and severance terms
Transactional
From these employment agreements, extract and summarize the non-compete and non-solicit scope, including duration, geography, and restricted activities. Also summarize IP assignment terms and carve-outs, termination triggers and notice requirements, and severance terms and conditions. Provide the results in a table with section references for each agreement.
Identify the claims and exposure in a complaint
Litigation
From this complaint, list each legal claim asserted and whether it's statutory or common law, along with each protected class alleged. Provide a table with paragraph citations and a short assessment of potential litigation exposure for each claim.
Find contradictions between a deposition and HR records
Litigation
Summarize this deposition transcript and flag any testimony that conflicts with prior HR documentation or internal reports. For each conflict, give the quote, the page and line reference, the conflicting document and language, and why the discrepancy matters. Provide the results as a table.
Pull key statements from email records
Litigation
From these email records, extract the sender, recipient, date, key statements, and relevance to the retaliation claim. Provide the results in chronological order as a table and flag emails that show notice of protected activity, timing close to adverse actions, or retaliatory intent.
Find the gaps before the next strategy meeting
Litigation
Review this matter as if you are preparing for the next attorney strategy meeting. Using only the documents in the file, identify missing information about compensation, witnesses, post-termination losses, internal complaints, and final pay, and explain why each gap matters. Then prepare a missing-information checklist, a list of follow-up questions for the client, and a short, plain-language client email requesting the most important documents and information.
Build a chronology from hire to termination
Litigation
Review this matter and create a chronology of events from hiring through termination and post-termination communications. Cover hiring, compensation terms, HR complaints, discipline, investigations, termination, severance, and final pay, with the source for each event. Then organize the key documents into categories such as employment, compensation, HR, performance, separation, and litigation, and identify any missing items we should try to obtain.
Find document requests you can't answer yet
Litigation
Compare the defendant's requests for production to the documents in this matter. For each request, note whether we have responsive documents and list any we can't fully answer with what's missing. Then create a follow-up task in Clio Manage for the client to collect the missing documents, with a checklist tied to each request.
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.
Review a handbook for compliance gaps
Reviews a handbook and related policies for legal gaps and produces a prioritized revision checklist.
Create This Skill
Create a skill that reviews an uploaded employee handbook and related policies for missing required provisions, conflicting language across documents, and ambiguous or outdated terms. It should produce a prioritized compliance and revision checklist with the issue, why it matters, and suggested language.
Audit policies across every state you operate in
Tests each handbook clause against the rules in every state where the client employs people.
Create This Skill
Create a skill that breaks an uploaded handbook into individual policy clauses, tests each one against the requirements of each state I list, and flags clauses that are unenforceable, missing, or noncompliant in a clause-by-state grid. It should then draft compliant replacement language for each flagged clause.
Draft a settlement demand letter in your firm's format
Drafts discrimination and harassment settlement demand letters in the firm's format.
Create This Skill
Create a skill that drafts an employment discrimination or harassment settlement demand letter from the facts in this matter, using my uploaded demand letter as the format and tone. It should include a short summary of the facts and claims followed by a proposed resolution, and leave placeholders for missing details like dates and demand amounts.
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 severance agreement with ADEA waiver language
Transactional
Draft a severance and release agreement that includes a valid ADEA waiver with a 21-day consideration period and a 7-day revocation period. Include standard terms like severance pay, benefits continuation, release of claims, confidentiality, non-disparagement, return of property, and no admission of liability, and use placeholders for case-specific details.
Draft an employer's summary judgment motion in a retaliation case
Litigation
Draft an employer's motion for summary judgment in a retaliation case. Argue that documented declining performance over the 18 months before termination is a legitimate, non-retaliatory reason, and that the employee can't establish a causal connection between any protected activity and the termination. Include a statement of undisputed facts with placeholders for record cites.
Rewrite unclear provisions in a workplace policy
Transactional
Review the draft workplace policy in this matter and rewrite any unclear provisions. Keep the policy's intent, use plain language employees can follow, and flag any provision that may conflict with federal or state employment law.
Draft a motion for a preliminary injunction on a non-solicit
Litigation
Draft the argument section of a motion for a preliminary injunction to enforce a non-solicitation clause under my jurisdiction's law. Address likelihood of success, irreparable harm, the balance of hardships, and the public interest, and tie each factor to the agreement and evidence in this matter.
Build your firm templates
Severance Agreement
Fills the firm's separation agreement with employee and payment details. Upload your firm's version, and Clio Work turns the employee, employer, separation date, severance amount, and payment schedule into fields it fills from each matter. Then review the suggested rule that adds the ADEA waiver with the 21-day review and 7-day revocation periods only when the employee is 40 or older.
Offer Letter
Drafts employer offer letters with the same terms and structure every time. Upload your firm's version, and Clio Work turns the candidate, job title, salary, start date, and manager into fields it fills from each matter. Then review the suggested rule that adds the bonus paragraph only when the role is bonus-eligible.
Employee Demand Letter
Sends the firm's standard demand to an employer on behalf of an employee. Upload your firm's version, and Clio Work turns the employer, employee, claims, damages, and response deadline into fields it fills from each matter. Then review the suggested rule that adds the agency charge paragraph only when an EEOC or state agency charge has been filed.
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 an employee's history from hire to termination
Lays out the employee's history from hire to termination.
Create This Visualization
Using visualizations, create an interactive timeline of hire, performance reviews, discipline, protected activity, complaints, and termination. Show the date, a short description, the people involved, and the source document for each event, and highlight how closely adverse actions follow protected activity. Use the personnel file, complaints, and correspondence in this matter.
Chart back pay and damages scenarios
Shows lost wages and benefits over time under different scenarios.
Create This Visualization
Using visualizations, create an interactive chart of back pay, front pay, and lost benefits over time under two scenarios I specify. Use the employee's pay records and mitigation earnings from this matter, and show the assumptions behind each calculation.
Estimate wage and hour exposure
Estimates unpaid overtime and penalties across employees and pay periods.
Create This Visualization
Using visualizations, create an interactive chart of unpaid overtime and missed breaks by employee and pay period, with estimated exposure under federal and state law. Explain the assumptions used, let me filter by employee, pay period, and job title, and include a table of the underlying calculations. Use the time and payroll records in this matter.
Compare how similar employees were treated
Compares how similarly situated employees were treated.
Create This Visualization
Using visualizations, create an interactive side-by-side table and chart comparing the client with similarly situated employees on role, tenure, performance, discipline, and outcome. Let me sort and filter the results. Use the personnel records in this matter.
Score a handbook's compliance by state
Shows which policies meet the law in each state where the client operates.
Create This Visualization
Using visualizations, create an interactive color-coded grid of each handbook policy by state, marking each as compliant, needs revision, or missing. Let me click any cell to see the issue and the required change. Use the employee handbook in this matter.
Reconcile recorded hours with pay records
Compares recorded hours, pay statements, and disputed deductions for each pay period.
Create This Visualization
Using visualizations, create an interactive chart for [pay periods] that compares recorded hours, pay statements, stated rates, and disputed time or deductions. Show the source of each figure and flag missing or inconsistent records. Do not fill gaps with estimates.
Prepare for depositions witness by witness
Connects each witness to the documents, topics, and open questions for their deposition.
Create This Visualization
Using visualizations, create an interactive deposition preparation board grouped by witness. Connect each witness to the relevant documents, factual topics, and questions that need clarification. Prioritize performance criticism, discipline, leave, and the termination process. Cite the source for each connection.
Compare the stated and actual reasons for termination
Puts the stated reason for termination next to the explanations given later, in a format clients can follow.
Create This Visualization
Using visualizations, create an interactive side-by-side comparison of the stated reason for termination and every other explanation given in this matter's records. Show who gave each explanation, when, and in which document. Flag where the explanations differ or change over time.
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 NLRB proceeding with the federal case
Follow both venues from one matter workflow.
Get alerted on new filings in an EEOC or wage case
Real-time alerts on tracked dockets.
Pull agency and court documents into the matter
Retrieved filings save to the matter folder in Clio Documents.