Clio

Client fills out an online intake form.

AI analyzes the form and automatically creates a new client profile in Clio.

The system generates a welcome email and schedules an initial consultation.

Relevant documents are automatically requested from the client.

Case file is automatically created with all relevant info.

User enters keywords or case details into the research tool.

AI analyzes the input and searches for relevant legal precedents.

The system provides a ranked list of relevant cases and statutes.

User can filter and sort the results to find the most relevant information.

AI summarizes key cases and laws for easy consumption.

The system automatically tracks billable hours and expenses.

AI generates a draft invoice based on the tracked information.

User reviews and approves the invoice.

The system sends the invoice to the client via email.

AI sends reminders for overdue invoices.

User selects a document template.

AI populates the template with relevant client and case information.

User reviews and edits the document.

The system automatically saves the document to the case file.

AI checks for any inconsistencies in the document.

The system provides a central location for all case-related information.

AI automatically schedules deadlines and reminders.

User can track progress on each task and milestone.

The system generates reports on case performance.

AI analyzes case data to identify potential risks and opportunities.

User enters the new client's name and other relevant information.

Clio's AI scans existing client and matter databases.

The system identifies any potential conflicts of interest.

A report is generated outlining the potential conflicts.

Legal team reviews the report and makes a decision.