Client Questionnaire Intake & Translation for Litigation Paralegals with Clio Manage
The Problem
Civil Litigation intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.
What We Build in Clio Manage
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 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 civil litigation 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.