40 workflow automations purpose-built on top of Clio — no data leaves your system, no parallel tool for your team to learn.
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 ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Relativity. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. 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 Relativity, 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 requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, 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 tracks every asset and beneficiary in INSZoom, 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 closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in INSZoom, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into INSZoom, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. 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 WealthCounsel. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across WealthCounsel and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and WealthCounsel, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. 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 requests records via HITECH, ingests them into WealthCounsel, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in WealthCounsel, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, 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 runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in WealthCounsel, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, 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 runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in EstateExec, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. 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 EstateExec, 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 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 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 runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Canopy, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, 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 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 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 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 pre-classifies documents by responsiveness, privilege, and hot-doc signal in Aderant, 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 Aderant, 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 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 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 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.
We build custom AI workflows on top of Clio for any repetitive process. Tell us what you'd automate.
