You can ask for help organizing your matter documents and creating new ones from anywhere in Clio. In the top right, click the Clio icon in your header bar to open the prompt panel, or ask in a Clio Work conversation. You can also use the prompt box at the top of the Today page. Then use natural language to describe what you want.
This article provides suggested prompts, and links to the manual steps so you can see how documents and folders are organized in Clio.
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Tip: A consistent folder structure and well-built templates make every request easier. Each section links to the manual steps so you can see what is available before you ask.
Organize folders and documents
Ask for folders to be created, and for documents to be renamed, moved, or copied. Clio shows you the change and asks for your approval before it organizes your files.
- Create folders example: Create the folders Pleadings, Correspondence, and Discovery on the Smith matter.
- Rename example: Rename the folder Discovery on the Smith matter to Discovery - Written.
- Move example: Move the document Engagement Letter.docx on the Smith matter into the Correspondence folder.
- Copy example: Make a copy of the Smith engagement letter on the Jones matter.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To understand how folders, files, and their details work, see Create and Upload Document Files and Folders and Manage Documents in Clio Manage.
Complete related tasks manually
- Upload document files: Add an original file from your computer to a matter.
- Lock and unlock a document: Prevent changes to a document while it is final.
- Delete and Restore Documents in Clio Manage: Delete a document or folder, or bring one back from the trash.
Create documents from templates
Ask for a document to be created from one of your firm's document templates and saved to a matter. Clio fills in the matter and contact details that your template is set up to use.
- Create from template example: Generate the engagement letter for the Smith matter from our firm's document template.
- Name the template example: Create a retainer agreement on the Doe matter using the Retainer Agreement template.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
A template only fills in what it was built to use. To see how templates are created and which details they can include, see Document Templates in Clio Manage and Create and Upload Document Files and Folders.
Complete related tasks manually
- Edit document templates: Update what a template fills in.
- Draft Documents from Forms and Templates in Clio Work: Draft a document from a form or template in Clio Work.
Save written content to a matter
When Clio writes a summary, letter, or analysis for you, you can ask for it to be saved to a matter as a Word or PDF document.
- Save example: Save this summary to the Smith matter as a Word document named Case Summary.
To manage what you save from a conversation, see Save and Manage Conversation Results in Clio Work.
Read and edit documents
You can ask Clio to read and summarize documents you have access to, and to rewrite the document you have open.
- Summarize example: Summarize the key obligations in the vendor contract on the Smith matter.
- Edit open document example: Make the indemnity clause mutual and tighten the notice clause.
To work with the document you have open, see Document Editor. To analyze documents, see Analyze Legal Documents in Clio Work.
Up next
- Schedule Events From Documents Using Clio's AI: Extract deadlines and events from court documents.
- Message Clients and Log Communications using Clio's AI features: Share documents with clients through the client portal.
- Draft Client Communications using Clio's AI features: Get help drafting emails, text messages, and client updates.