39 workflow automations purpose-built on top of Clio — no data leaves your system, no parallel tool for your team to learn.
AI drafts the research memo against the firm's prior work product, pulls current authority from Relativity, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Relativity, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Relativity on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Relativity, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in Relativity, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Relativity and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Relativity, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Relativity, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in INSZoom, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in INSZoom, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in WealthCounsel, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from WealthCounsel, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in WealthCounsel, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in WealthCounsel on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across WealthCounsel and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into WealthCounsel, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in EstateExec, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from EstateExec, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in EstateExec, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in EstateExec on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across EstateExec and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into EstateExec, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Canopy, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Canopy on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from Canopy, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Canopy, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Aderant, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in Aderant, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Aderant, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Aderant on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Aderant and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Aderant, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Aderant, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Aderant. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
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