Clio Manage AI

Overview

Manage AI (formerly Clio Duo) is Clio's generative AI assistant built directly into the Clio Manage practice management platform, designed to enhance firm efficiency and profitability by automating routine tasks including time tracking, billing, and case management.

Time Tracking Features

• Automatic Time Capture: AI automatically logs time based on calendar events, emails, and platform activity
• Natural Language Input: Type requests in plain English like "log 2 hours to the Smith matter"
• Smart Suggestions: AI suggests time entries based on work patterns and matter activity
• Calendar Integration: Convert calendar events into time entries automatically
• Email Activity Tracking: Capture billable time from email correspondence
• Matter Summarization: Generate summaries of matter activity for time entry context
• Batch Time Entry: Quickly log multiple time entries with AI assistance

Additional AI Capabilities

• Document drafting and review
• Client communication assistance
• Task and appointment scheduling
• Billing and invoice preparation
• Follow-up email drafting
• Case notes and summaries
• Matter status updates

Data Security

• Accesses only data stored in Clio Manage
• Encrypted data transmission
• User-controlled permissions
• Compliant with legal industry standards

Pricing

Manage AI is available as an add-on to Clio Manage:

• $39/user/month
• Can be purchased for individual users (not required for all users)
• Requires active Clio Manage subscription

Demo and trial available through Clio.