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Clio Manage

Clio Manage, reimagined with AI

Built to deliver outcomes, not just outputs, Manage AI schedules events, plans tasks, drafts communications, and prepares bills for your firm.

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    Introducing Manage AI

    Cloud-based legal practice management software with built-in AI to handle the admin, keep cases on track, and make client collaboration effortless.

  • Turn court documents into deadlines automatically

    Manage AI extracts dates directly from court documents like scheduling orders and creates calendar events instantly.
    Each deadline is displayed side-by-side with the original source in the document, so you can quickly verify accuracy and build trust in the result.

  • Stay ahead with AI-powered recommendations

    Manage AI highlights the matters and tasks that need your attention most, helping you prioritise the work that truly matters.
    Recommendations surface directly within your matter, allowing you to click and take action right away without extra steps.
    Risks and delays are flagged in context, so you can address issues early and keep cases moving forward.

  • Keep clients informed at the right moment

    Manage AI recommends when to send a client update based on recent matter activity like calendar events, tasks, or uploaded documents.
    Draft communications are prepared instantly for you to review and send with a single click.
    Priority messages are surfaced so important updates reach clients without delay.

  • Automate your billing process with AI

    Manage AI generates draft invoices automatically based on parameters you set, such as end-of-month billing or specific approval rules.
    Duplicate or unusual entries are flagged before bills reach approval, reducing errors and rework.
    Drafts are routed to the right approvers automatically, and reminders are sent within the firm until approvals are complete.

Operate securely with Manage AI

  • Privacy at the forefront

    Manage AI runs on Microsoft Azure OpenAI (GPT-4 class) within Clio’s secure environment, so you can rely on industry-leading protection.

  • Your data is your own

    Your firm’s data is never used to train outside models. Manage AI only works with the information you choose to provide.

  • Permission-aware

    AI-powered actions respect Clio Manage’s built-in permissions, surfacing only what each user is authorized to see—backed by a transparent activity log.

Get more than just software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.