Bankruptcy Schedule & Means Test for Employment Law Attorneys with Clio Manage
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Labor & Employment clients who rarely bring complete records on day one.
What We Build in Clio Manage
AI ingests client documents into Clio Manage, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Clio Manage — uses the native API or agent integration so nothing leaves the system of record.
Clio Manage Integration Approach
Audit your Clio Manage configuration
We map the specific Clio Manage objects, custom fields, and workflows the automation needs to touch for your labor & employment practice.
Build on the Clio Manage API or agent
Integration happens inside Clio Manage — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio Manage with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio Manage instance
30-minute call. We'll look at your actual Clio Manage setup and show exactly how this workflow fits.