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Start with a business question
Ask where unbilled WIP is concentrated or which closed matters were least efficient, with the period and scope made explicit.
AI Advisor / Ask questions. Inspect the evidence.
Ask supported business questions about your Clio data, investigate unbilled work, and explore matter efficiency with evidence you can inspect.
An evidence-led conversation
Illustrative preview · fictional data
01
Ask where unbilled WIP is concentrated or which closed matters were least efficient, with the period and scope made explicit.
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Separate observation from interpretation. Open Show your work and supporting matter links to inspect the evidence behind an answer.
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Ask a follow-up such as “Why?” or “Compare #1 with #2” within the current conversation to explore the evidence further.
Create law firm reports from your synced Clio Manage data. Start with a Firm Briefing, explore the supporting detail, and export a PDF or CSV for your next review.
Bring Clio billing and time data into a firm-wide dashboard. Give partners and leadership a common starting point before exploring the details.
Explore revenue, billing, and receivables from synced Clio records. Review fee trends alongside invoices and outstanding balances.