Draft emails, bill time, and keep both calendars in step, between Microsoft and Clio.
A legal operations assistant for attorneys, paralegals and everyone else at the firm who works in Outlook and Clio. It runs on each person's own computer, shows every action before it takes it, and writes nothing without a yes.
Free for fourteen days. No card, no commitment, set up in about fifteen minutes.
Give me my morning brief.
- 9:30 amStatus conference, Alvarez. On both calendars.
- UnfiledThree emails on Delgado v. Ortiz, with attachments, not yet on the matter.
- BillingPossible missing time on two matters. Review recommended.
Proposed: file the three Delgado emails to the matter, with attachments. Nothing is written until you say yes.
Attorneys, paralegals, and everyone else who works the file.
One assistant, every workflow, for each person at the firm. Each signs in with their own Microsoft and Clio logins, so it sees and does only what they can. The role a person joins under decides what it offers first, never what they may ask for.
The brief, filing, billing, drafting.
A one-minute morning brief, correspondence filed to the right matter, possible missing time by matter, replies and client updates drafted in your voice, both calendars in step, a conflict check before a matter opens.
Intake, deadlines, follow-ups, pre-bills.
A matter opened from facts you type once, deadlines on both calendars with a reminder, what each file is waiting on, the pre-bill read through before it goes out, a discovery index. A page of its own, and a daily rundown that leads with what is due.
Legal assistants, office managers, billing staff.
Anyone who works in Outlook and on Clio matters can use it. They join as whichever of attorney or paralegal fits their day, get the same folder and the same sign-ins, and can ask for every workflow. Nothing is hidden behind a title.
Ask in plain English. See exactly what it will do. Say yes.
No new software to learn. You talk to the assistant, it shows you the action before it takes it, and it never guesses at a number.
Morning brief
Today's meetings, court dates and deadlines, what's unfiled, what may be missing time, and the three to five things worth your attention first.
Email filing review
Sorts recent mail into ready to file, needs your judgment, and already filed, then files the ones you approve into Clio with attachments.
Billing review
Compares your emails, meetings and calendar against the time entries already in Clio and flags possible missing time by matter. You decide the minutes.
Everything it does, all seventeen workflows → Articles: filing, missed time, the paralegal's day →
Fifteen minutes to the first morning brief.
Open a folder in Claude Code
Say "set up the assistant." It installs what it needs and walks each person through it.
Sign in once
Microsoft and Clio, with each person's own logins. It sees only what they can see.
Ask for the brief
From then on it is a conversation, and a paralegal's brief opens with what is due. Every action is shown first and runs only on a yes.
It keeps itself current
Improvements arrive automatically, and it tells you what changed in plain language.
Built into the software, not left to habit.
Nothing is written without your yes.
Every filing, time entry, calendar entry, matter and email is proposed first, exactly as it will happen, and runs only on a single-use confirmation.
Everything it writes can be undone.
Each write is logged on your own computer. "Undo that time entry" removes it. It can only undo what it created.
Your sign-in, your data, your computer.
We run no server that holds your mail or your matters. How it handles client data.
Try it on one real inbox, an attorney's or a paralegal's, free, for two weeks.
No card to start, nothing charged, nothing to cancel. If it earns its place, add a card on day fourteen and keep going.