Clio Manage
Also known as: Clio; Clio Duo; Manage AI; Clio AI; Clio Work
Practice management software for law firms whose built-in AI creates time entries, pulls deadlines from documents, drafts client updates and bills, and summarizes matters. Plans start at $49 per user per month, but the AI features come with Core and higher plans, priced on request; 7-day free trial (checked November 2026).
How to do it?
- 01
Start a trial on an AI plan
Clio offers a 7-day free trial with no credit card; AI features are included on Core and higher plans, not Starter.
- 02
Open the AI prompt panel
Click the Clio icon in the top right header on any page to open the AI panel and pick a suggestion or type a request.
- 03
Describe a routine task
Ask it in plain words to create a time entry, a task or a calendar event, or to summarize a matter or contact.
- 04
Choose which suggested actions appear
In a matter, select the gear icon on the Suggested actions panel and toggle actions such as invoice prep or drafted client updates.
- 05
Act on or dismiss each suggestion
In the Suggested actions widget, open the more icon on a suggestion and approve it, or click Dismiss if it does not fit.
- 06
Review AI actions in the audit log
Clio records AI actions in the Audit Log; check entries there and compare created records with the source documents.