The recent Clio Cloud Conference, commonly known as ClioCon, showcased the evolution of legal technology, specifically focusing on the transformation promised by Clio’s newly unveiled Intelligent Legal Work Platform. Clio’s CEO, Jack Newton, during his nearly 90-minute keynote last Thursday, outlined the functionalities of this ambitious platform, propelling Clio from a mere “system of record” to a comprehensive “system of action” (full speech).
An illustration often speaks louder than theory, and Newton took the creative route of presenting an intriguing “day in the life” of a lawyer utilizing Clio’s robust platform. The hypothetical lawyer’s day begins at 9 a.m., bypassing the cluttered inboxes thanks to AI-generated briefings that compile and organize information overnight. This includes processing court orders, assigning tasks, and setting calendar invites, thus enhancing the day’s efficiency.
Seamlessly, incoming client communications are logged, and times are reconciled in the background as the AI captures call durations and details pertaining to every matter. Client intake is revolutionized as AI-powered tools screen inquiries against set criteria and perform conflict checks, all through the integrations of Clio Manage and Clio Grow. By the time the lawyer engages with the potential clients, all groundwork, from scheduling consultations to summarizing intake details, is accomplished without manual intervention.
When confronting the preparation of a 40-page motion, the lawyer uploads the document into the Clio platform, where it swiftly provides a concise summary with pertinent case precedents and profiles on opposing counsel and judges. This research efficiency, as Newton noted, turns hours of labor into results delivered before the coffee cools.
Lunchtime sees the paralegal employing Clio Draft to complete document filings with accuracy, leveraging the power of templates and autofill features that pull necessary information directly from Clio’s records. Post-lunch productivity continues with due diligence in a document-heavy case, streamlined by Clio’s capabilities to extract vital terms and data swiftly.
Furthermore, the operational efficiency extends to mundane but critical financial tasks. The lawyer uses Clio’s mobile app for easy expense management, and AI-generated invoices facilitate instant client payments via various e-methods, including text-to-pay, with a “Pay Later” option also in the pipeline, ensuring all parties benefit from financial flexibility.
As the day concludes, court orders and internal submissions are efficiently organized and tracked through Clio’s intelligent calendaring and filing systems. A request for unbilled time generates custom reports instantaneously, bypassing traditional spreadsheet drudgeries.
In a humorous nod to the AI revolution, Newton concludes with the lawyer having time left for an evening run—something AI cannot yet automate.
This snapshot into a tech-driven legal day underscores Clio’s vision of integrating AI into practical legal workflows, aligning with Newton’s pronouncement that what seemed futuristic in legal tech is effectively available now. For those wishing to explore this further, the development and details were articulated at length during the ClioCon presentation.