Billing Narrative Cleanup for Family Law Attorneys with Clio Manage
The Problem
LEDES bills for Divorce & Custody matters get kicked back by clients and e-billing portals for vague narratives — realization drops and the billing coordinator chases lawyers for rewrites.
What We Build in Clio Manage
AI rewrites narratives to match each client's outside-counsel guidelines in MyCase, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. 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 divorce & custody 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.