Clio Manage AI

Manage AI is a legal AI assistant designed specifically for lawyers and legal professionals to streamline routine tasks and improve firm efficiency. It integrates deeply with Clio Manage, a case management platform, to automate scheduling, billing, document management, and client communications. This tool targets law firms looking to reduce administrative workload and focus more on strategic legal work.

The unique value of Manage AI lies in its ability to transform court documents into actionable calendar events, convert matter activities into client updates, and generate invoices ready for approval. It acts like an extra team member, handling repetitive tasks so lawyers can reclaim hours each week. Unlike generic AI tools, Manage AI uses only the firm's own data within Clio Manage, ensuring data privacy and compliance.

Key differentiators include its legal-specific design, secure data handling that prevents client information from being used to train external AI models, and permission-aware access controls. Manage AI also provides intelligent recommendations to prioritize tasks based on urgency and risk, helping legal teams plan their work more effectively.

Technically, Manage AI leverages generative AI technology integrated within Clio Manage's platform. It reads and interprets legal documents, automates administrative entries, drafts professional client communications, and creates accurate billing drafts. The AI respects user permissions and maintains auditability, supporting ethical AI use in legal practice.

Overall, Manage AI enhances productivity by automating busywork, improving deadline management, and enabling lawyers to focus on higher-value legal tasks. It supports better client experiences through timely updates and helps law firms grow by increasing capacity and profitability.