Meet Manage AI: Smarter Practice Management Starts Here

9 minutes learn

Up to date Oct 23, 2025

How does Handle AI work?

Handle AI leverages your information inside Clio’s case administration platform to enhance decision-making, effectivity, caseload visibility, communication, and compliance.

Not like open-source AI instruments like ChatGPT, Handle AI makes use of your agency’s information to amplify your productiveness from a single workspace. From managing court docket deadlines to turning info into insights, Handle AI does the heavy lifting so you possibly can deal with the issues that matter most.

The rise of AI within the authorized business

The adoption of AI is simply growing, in keeping with our newest Authorized Traits Report, 79% of regulation companies at the moment are utilizing AI in some capability, and one in 4 companies (24%) have already extensively or totally built-in AI into their operations. Moreover, greater than 80% of regulation companies anticipate to develop their AI utilization within the subsequent 12 months.

Past operational enhancements, AI may also help improve consumer expertise by boosting effectivity throughout your agency. Agency workers can deal with delivering a greater client-centric expertise, and develop their companies by devoting time and assets to advertising and attracting new shoppers.

In actual fact, shoppers are starting to want that regulation companies use AI, with 70% of shoppers being both impartial or preferring that regulation companies use AI, with sturdy openness throughout generations: 81% of Gen Z, 75% of Millennials, 68% of Gen X, and 59% of Boomers are receptive to AI in authorized providers.

For legal professionals, time is cash, and with AI instruments like Handle AI, they’re reclaiming priceless hours and elevating the bar for effectivity each inside their companies and throughout the authorized business.

High advantages of utilizing Handle AI

Curious how precisely Handle AI can amplify the whole lot you do? This cutting-edge, AI-powered function is full of advantages. Listed below are the standout benefits:

By no means miss a deadline 

Deadlines are non-negotiable in regulation, and managing them shouldn’t imply combing by way of dense authorized textual content or manually including occasions to your calendar. With Handle AI, that work occurs routinely.

Handle AI reads and interprets court docket paperwork to determine each related deadline, then immediately creates calendar occasions for you. Every occasion features a side-by-side view of the unique doc supply, so you possibly can rapidly confirm accuracy and keep assured that nothing’s been missed.

Extracts deadlines straight from court docket paperwork
Creates calendar occasions routinely
Shows the unique supply for quick, dependable verification

This implies no extra double-checking filings or chasing down dates throughout a number of programs. Your schedule stays full and compliant, serving to you keep forward of each deadline, each time.

Plan your subsequent transfer with confidence

Staying on high of the whole lot your agency is managing can really feel like a full-time job by itself. Handle AI retains you one step forward by turning information into proactive insights that make it easier to plan smarter, not more durable.

Utilizing clever suggestions, Handle AI highlights which issues and duties want your consideration first—based mostly on urgency, impression, and potential threat. It flags delays earlier than they escalate, providing you with time to behave, and allows you to customise the kinds of insights you wish to see so your focus stays the place it counts most.

Surfaces what issues want consideration subsequent
Prioritizes duties based mostly on urgency and impression
Flags dangers or delays earlier than they change into points
Customizes suggestions to suit your workflow

With Handle AI, your day isn’t simply organized, it’s strategically deliberate for max effectivity and peace of thoughts.

Talk: Craft consumer responses in seconds

Robust consumer relationships thrive on well timed updates, however preserving everybody knowledgeable can take priceless time away out of your work. Handle AI takes care of that by drafting considerate, skilled consumer messages the second there’s one thing value sharing, in addition to:

Suggests consumer updates routinely based mostly on latest matter exercise
Drafts skilled e-mail and SMS messages prepared for overview
Nudges you on the proper second to ship updates
Adjusts your tone of voice for each communication

Whether or not a process is accomplished, a doc’s uploaded, or a listening to date is ready, Handle AI nudges you with ready-to-send drafts tailor-made to every state of affairs. You may overview, edit, and ship in seconds—making certain your shoppers at all times really feel knowledgeable and supported. Quickly, you’ll even have the ability to alter your tone of voice, making each message really feel prefer it got here straight from you.

Maintain each file organized and simple to search out

Discovering the correct doc shouldn’t gradual you down. Handle AI retains your recordsdata clear, constant, and searchable, with out the guide effort.

Suggests clear, structured file names based mostly on classification
Flags inconsistently named recordsdata for cleanup throughout the matter dashboard
Provides a confirm step to simply accept, edit, or reject AI options
Retains matter recordsdata constant and simple to search out, lowering admin overhead

Utilizing clever file recognition, Handle AI suggests clear, structured names (like “Movement to Dismiss – Smith – March 3, 2025”) based mostly on the doc kind, consumer, and date. It flags inconsistently named recordsdata for overview and offers you a easy confirm step to simply accept, edit, or reject AI options earlier than they’re utilized.

The outcome? A tidy, skilled doc system that’s straightforward to navigate and even simpler to take care of, so your agency can keep targeted on the work that issues.

Invoice with accuracy and ease

Invoicing shouldn’t interrupt your day. Handle AI takes care of the main points by producing polished, payment-ready payments the second your work is completed.

Generates correct, skilled draft invoices routinely
Populates expense entries with particulars from uploaded receipts
Corrects typos and refines tone for client-facing readability
Routes payments to the correct approvers and sends reminders
Provides firm-level controls for scheduling and approval workflows

It routinely creates draft invoices, full with expense entries pulled out of your receipts and time data. Each invoice is reviewed for accuracy and tone, making certain your communications keep skilled and client-ready. Handle AI additionally routes invoices to the correct approvers, sends reminders, and offers companies granular management over scheduling and approval settings, so billing occurs easily and on time, each time.

Further advantages of including Handle AI to your authorized tech stack

Past the 5 advantages above, Handle AI helps authorized professionals work even quicker and extra confidently throughout each a part of their day. These supporting capabilities prolong the ability of Clio Handle, giving companies extra methods to save lots of time, scale back context switching, and keep targeted on high-impact work.

Rise up to hurry, immediatelyWhether or not you’re reviewing a case you haven’t touched in weeks or onboarding a brand new consumer, Handle AI can summarize issues, overview paperwork, and help with setup. You’ll have a transparent, correct image of each file, with out hours of guide digging.

Analyze paperwork quicker and spot key particularsHandle AI rapidly identifies vital info, clauses, and patterns inside your paperwork, serving to you discover solutions in seconds. No extra scrolling by way of dense pages or re-reading for context, simply the perception you want, whenever you want it.

Keep targeted, not busySkip repetitive admin work. Handle AI can log time, schedule appointments, and create duties or notes routinely, so you possibly can keep within the circulate of your most essential authorized work with out fixed context switching.

Acquire insights that preserve you forwardObserve efficiency and profitability in actual time by asking Handle AI to generate customized experiences. From productiveness metrics to matter profitability, these insights make it easier to make smarter, data-driven selections with confidence.

Belief your information is protectedHandle AI operates throughout the identical permissions you have already got in Clio Handle, making certain customers solely entry info they’re licensed to see. Your agency’s information stays safe, non-public, and compliant, at all times.

Work from wherever in Clio Handle

No want to leap between tabs or open a brand new window to entry Handle AI. Constructed proper into Clio Handle, you possibly can pull up important case particulars and delegate the creation of duties, time entries, and calendar occasions as you’re employed. Handle AI handles it with only a request, preserving you targeted in your authorized work. Let Handle AI care for the little issues so you possibly can keep targeted on the job at hand.

What units Handle AI other than the remaining

Whereas many AI options can be found, just a few key components set Handle AI aside, making it the main alternative for legal professionals and authorized professionals.

Permits for safe AI adoption

When utilizing open-source AI instruments and chatbots, like ChatGPT, you possibly can simply enter an excessive amount of info or embody delicate info when making an attempt to summarize or discover info inside a doc.

With Handle AI, you possibly can harness the ability of AI with out issues about compromising your shoppers’ information. Handle AI operates securely with Clio Handle, our case administration platform utilizing solely its information. No information is used to coach massive language fashions (LLMs)—making certain full information security and privateness. It respects person permissions, making certain customers can solely entry what they’re licensed to see, management information entry, preserve safety, and reduce unauthorized entry throughout your agency.

Be taught extra about Clio’s business main safety.

Made for authorized professionals

Handle AI harnesses your agency’s information to ship tailor-made authorized insights that generic AI instruments can’t present. It securely makes use of particulars you enter into Clio Handle to immediately provide good suggestions, generate matter summaries, and supply related particulars out of your paperwork and case recordsdata that open-source AI merely can’t deal with as successfully.

Handle AI is designed with authorized professionals in thoughts and is constructed particularly to rework the best way authorized work will get completed inside our case administration software program. As Handle AI evolves, it would proceed to increase, providing much more automation options, all pushed by Clio’s dedication to delivering top-tier software program that permits legal professionals to deal with the work solely they will do.

Interested in different legal-specific AI instruments and the way Handle AI stacks up? Take a look at this information: Navigating the Authorized AI Ecosystem: Instruments, Traits, and Adoption.

AI ethics and Handle AI

AI is your companion, but it surely received’t change you. Whereas Handle AI automates many duties, your authorized experience stays essential for making certain precision. Verify for accuracy, test your bias, and use your skilled judgment in reviewing AI outputs. For those who’re seeking to deepen your understanding of tips on how to use AI instruments responsibly in authorized apply, Clio’s free AI fundamentals certification is a superb place to start out.

Finally, Handle AI is a device to reinforce, not substitute, making certain that human perception and expertise stay central to your apply. Clio is dedicated to doing AI the correct approach, equipping authorized professionals with the instruments they should serve their shoppers higher and run their practices extra effectively.

Adhering to ethics guidelines whereas leveraging the ability of AI isn’t nearly compliance—it’s a major benefit. With Handle AI, you’re not solely maintaining with change but additionally setting a brand new commonplace for authorized innovation and AI ethics within the authorized house.

Amplify your impression with Handle AI

Adopting Handle AI into your apply isn’t only a smart move, it’s a strategic leap towards harnessing cutting-edge expertise to raised serve your shoppers. Handle AI locations you on the forefront of authorized innovation, empowering you to fulfill consumer wants with better effectivity and confidence.