AI Agent for Clio

"Look up all open tasks for [Client Name] in Clio, summarise the status of each, and draft a professional update email in Gmail for me to review."

"Scan my Clio time entries from the past week, identify any that haven't been attached to a matter, and list them in a spreadsheet for me."

"Extract the latest notes from [Case Name] in Clio and use them to draft a motion in Word."

"Review my Clio calendar for the next 30 days and list all court appearances in a Slack message."

"Search the documents folder for [Case Name] and identify any files missing a client signature."

"Scan my email for new discovery attachments, save them to the correct [Case Name] folder in Clio, and rename them by date."

"Check my inbox for address updates, compare them against Clio contacts, and update the records."

"Pull all closed matters from Clio this month and compile a summary report in Google Sheets."

"Check all Clio appointments for [Attorney Name] and alert me to any double-booked court dates."

"Identify all matters marked as 'Completed' in Clio and generate draft invoices for each."

"Find new leads added to Clio today and add them to my intake spreadsheet."

"Identify new contacts in Clio without an intake form and send the link via email."

"Check court filing dates in Gmail and update the corresponding matter status in Clio."

"Extract birth dates from Clio contacts and add them to my firm calendar."

"Search Clio for duplicate contact names and merge them into a single record."

"Review all time entries from the last month in Clio and flag any that lack a description."

"Pull all active matters from Clio and format them into a monthly firm performance report."

"Identify new matters assigned today in Clio and post a summary to the firm Slack channel."

"List all invoices in Clio that are more than 30 days overdue and draft a reminder email."

"Take the updated fee schedule from my document folder and apply the new rates to Clio matters."