Clio Work for General Practice
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Confirm the requirements to form a contract
Transactional
What are the contract formation requirements for service agreements, real estate contracts, and loans, including offer, acceptance, consideration, and statute of frauds writing and signature rules? For each contract type, explain the key rules and common pitfalls, such as missing essential terms or authority issues, and cite the controlling statutes and cases.
Summarize landlord and tenant rules
Transactional
What rules govern residential landlord-tenant relationships, including landlord disclosure requirements, habitability and repair obligations, security deposit limits and return timelines, and eviction procedures? Explain tenant remedies and penalties for noncompliance, and cite the controlling statutes and cases.
Check formation and liability rules for a single-member LLC
Transactional
Compare single-member and multi-member LLCs on formation requirements, governance and ongoing compliance obligations, liability protections, and veil-piercing risks. Explain the factors courts weigh when piercing the veil and practical steps to reduce that risk, and cite the controlling statutes and cases.
List the elements of a breach of contract claim
Litigation
What are the elements of a breach of contract claim, including a valid contract, material breach, causation, and damages? Explain when expectation and consequential damages are available, how foreseeability and mitigation apply, and cite the controlling cases.
Check small claims court limits and rules
Litigation
What are the rules for small claims court, including jurisdictional dollar limits, filing fees, whether attorneys can appear, how judgments are collected, and appeal procedures? Note any common practical issues and cite the controlling statutes and court rules.
Confirm the rules for an unlawful detainer case
Litigation
What notice requirements, cure periods, filing procedures, and tenant defenses apply in an eviction case from filing through the order or writ of possession? Walk through each stage in order with deadlines, and cite the controlling statutes and court rules.
Document Analysis
Check an agreement for enforceability
Transactional
Review this agreement for enforceability and flag missing essential terms, statute of frauds issues, ambiguous provisions, and clauses that create undue risk for the client. Provide a table with the provision, issue, why it matters, risk level, and recommended revision.
Summarize an estate planning package
Transactional
Summarize this estate planning package, including dispositive intent, fiduciary appointments, bequest conditions, trust provisions, and any ambiguities that could lead to a will contest or surcharge claim. Provide a table with the element, finding, source document, and follow-up needed, and flag anything that needs attorney review.
Pull the key terms from a will
Transactional
From this will, extract the testator's name, execution date, witnesses, nominated executors, beneficiaries and their shares, specific bequests, residuary clause, trust provisions, no-contest clause, and whether there's a self-proving affidavit. Provide the results as a table with section references and flag any missing or unclear items.
Analyze the claims in a complaint
Litigation
Review this complaint and identify every claim. Analyze whether the factual allegations meet the applicable pleading standards, and flag available affirmative defenses such as statute of limitations, failure of consideration, waiver, estoppel, and accord and satisfaction. Provide a table with the claim, key allegations, weaknesses, and possible defenses.
Build a breach of contract chronology
Litigation
From these contracts, correspondence, invoices, and payment records, build a chronology of key dates and events to support a breach of contract, collections, or landlord-tenant dispute. Provide a table with the date, event, source document, and why it matters, and flag any gaps.
Pull the key terms from a contract
Litigation
From this contract, extract the parties, effective date, key obligations, payment terms, breach and cure provisions, governing law, dispute resolution clause, and applicable statute of limitations. Provide the results as a table with section references.
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.
Set up the right checklist and tasks for a matter
Reviews a matter and applies the right checklist or task sequence, with assignees and due dates.
Create This Skill
Create a skill that reviews this matter's practice area, description, notes, documents, and existing tasks, then applies the matching task checklist or creates the needed tasks with assignees and due dates. It should ask me to confirm any deadline-sensitive tasks before adding them.
Turn a consult into a summary letter
Turns consult recordings, transcripts, and notes into a meeting summary letter and a short client email.
Create This Skill
Create a skill that reads the audio, transcript, and notes from an initial client consultation and drafts a meeting summary letter covering what we discussed, key decisions, pricing, scope of work, and action items with deadlines. It should also draft a short email to send the letter to the client.
Audit your open matters
Flags stale open matters, missing matter details, and matters that may be ready to close.
Create This Skill
Create a skill that reviews all open matters in Clio Manage and flags stale matters, matters missing a responsible attorney or billing method, and matters with no recent activity that may be ready to close. It should provide a table with the matter, the issue, and a recommended next step.
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 single-member LLC operating agreement
Transactional
Draft a single-member LLC operating agreement covering management structure, capital contributions, allocations and distributions, transfer restrictions, and dissolution procedures. Include standard protective provisions and use placeholders for client-specific details.
Draft a demand letter for a vendor's breach
Litigation
Draft a demand letter arguing that a vendor's material breach entitles the client to a full refund and consequential damages. The client paid $18,500 upfront, and the vendor missed every deadline and ignored two written cure notices. Set a clear deadline to respond and state the next steps if the vendor doesn't.
Rewrite unclear provisions in a services agreement
Transactional
Review the draft services agreement in this matter and rewrite any unclear provisions. Focus on scope of work, payment terms, termination, and liability. For each change, show the original language, the revised language, and a one-sentence reason.
Draft a summary judgment motion on a breach of contract claim
Litigation
Draft the argument section of a motion for summary judgment on a breach of contract claim under my jurisdiction's law. Address each element of the claim, cite the undisputed facts in this matter with record references, and explain why no genuine dispute of material fact remains.
Build your firm templates
General Engagement Letter
Fills one engagement letter for any matter type and fee arrangement. Upload your firm's version, and Clio Work turns the client name, matter description, scope of work, rate, and retainer into fields it fills from each matter. Then review the suggested rule that switches the fee paragraph based on whether the fee is hourly, flat, or contingency.
Demand for Payment Letter
Sends the firm's standard demand for money owed. Upload your firm's version, and Clio Work turns the recipient, client, amount owed, basis for the debt, and payment deadline into fields it fills from each matter. Then review the suggested rule that adds the interest paragraph only when the contract provides for interest.
Matter Closing Letter
Closes out a matter with the same disengagement letter every time. Upload your firm's version, and Clio Work turns the client name, matter, closing date, and file retention period into fields it fills from each matter. Then review the suggested rule that adds the outstanding balance paragraph only when the client owes a balance.
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.
Snapshot a matter on one page
Gives a one-page snapshot of a matter's status, key dates, and next steps.
Create This Visualization
Using visualizations, create an interactive one-page report with a matter summary, key dates, open tasks, upcoming deadlines, and next steps. Use the selected matter's notes, documents, tasks, and calendar.
Lay out a matter timeline
Lays out the key events of any matter on one timeline.
Create This Visualization
Using visualizations, create an interactive timeline of key events and deadlines in this matter, with the source document noted for each event and upcoming deadlines highlighted. Use the documents and correspondence in this matter.
See every upcoming deadline in one view
Shows deadlines across all open matters in one view.
Create This Visualization
Using visualizations, create an interactive dashboard of deadlines in the next 30 days, grouped by week, with the matter, responsible attorney, and task status for each. Let me filter by attorney and matter. Use all open matters in Clio Manage.
Summarize a contract's key terms
Summarizes the key terms of a contract in one table.
Create This Visualization
Using visualizations, create an interactive one-page summary of this contract showing the parties, term, payment terms, renewal, termination, governing law, and dispute resolution, with clause references for each. Use the contract in this matter.
Show open matters by practice area
Shows the firm's open matters by practice area and status.
Create This Visualization
Using visualizations, create an interactive chart of open matters by practice area and responsible attorney, flagging any matter with no activity in the last 60 days. Let me click a matter to see its last activity. Use all open matters in Clio Manage.
Audit newly opened matters for missing details
Flags missing client data, retainers, parties, and dates in recently opened matters.
Create This Visualization
Audit recently opened matters against our opening checklist. Flag any missing client data, retainer information, key parties, court dates, initial disclosure requests, and required documents. Look at Clio Grow and Clio Manage, and show who was responsible for intake. Then, using visualizations, create an interactive dashboard of the audit results.
Chart recorded time by practice area and activity
Shows recorded hours by practice area and activity category, ready for a weekly or monthly firm meeting.
Create This Visualization
Using visualizations, create an interactive dashboard of my recorded time from the time entries in my Clio account. Include two pages, one with a stacked column chart by practice area and one by activity category. Let me switch between weekly and monthly views and filter by date range, billable status, practice area, and matter. Make each chart segment clickable to show only those entries. Show the date range and entry count for the current filters. Label it "Recorded Time," not all time worked, and flag incomplete data and partial periods.
Compare each timekeeper's hours to a daily target
Shows billable, non-billable, and admin hours per timekeeper per day against a daily target.
Create This Visualization
Using visualizations, create an interactive activity report of hours per timekeeper per day for the last two weeks. Split each day into billable, non-billable, and administrative non-billable time. Compare each timekeeper's daily average to a [5]-hour daily billable target, and let me sort by timekeeper or by gap to target.
See which matters need attention
Surfaces overdue and upcoming deadlines and tasks, plus matters with no recent activity.
Create This Visualization
Using visualizations, create an interactive dashboard of my matters that need attention. Show recorded deadlines, overdue or upcoming tasks, and matters with no recent recorded activity. Let me filter by date range, practice area, matter stage, and reason, and sort by due date or time since last activity. Make each item clickable to open its matter. Show how many matters, tasks, and deadlines were retrieved and displayed. Separate missing records from a confirmed absence of a deadline or task.
Turn a services agreement into a staff onboarding guide
Turns an agreement into a step-by-step guide new staff can bookmark and share.
Create This Visualization
Using visualizations, create an interactive step-by-step onboarding guide from the uploaded services agreement. Break the agreement into the steps new staff need to follow, with the key obligations, deadlines, and contacts for each step. Link each step to the section of the agreement it comes from.