MG Running a firm on Clio and Outlook, in plain language.
Short pieces on the work the assistant does and the problems it was built for. No jargon, no hype, and honest about what software cannot do.
Clio's Outlook add-in, Clio's automated filing, and where an assistant fits
What Clio files on its own, where it stops, and how an assistant that runs the whole day keeps the record complete without you acting.
Filing Outlook email to Clio matters, and why it slips
Where the gaps in a matter's correspondence come from, and what reading the mailbox against the matters catches.
Finding the billable time you forgot to enter
Where missed time hides, why timers miss it, and how the mailbox and calendar against Clio's entries surface it as possible missing time.
What a paralegal can hand to an assistant
Intake, deadlines on two calendars, chasing outstanding items, pre-bill preparation, a discovery index, and what stays with the paralegal.
Keeping Clio's calendar and your Outlook calendar in step
Court dates from Clio onto your Outlook calendar, matter meetings back onto the file, never twice, and the four things it never decides for you.
Running a conflict check in Clio, closed files included
Every name, contacts and matters, closed files included, every role in one table, and why it never says "no conflict".
Claude Code for law firms: what it is and what it needs
The model versus the program that runs it on your computer, why that keeps client data in the building, and what a firm needs.
ABA Formal Opinion 512, the Illinois AI policy, and how a Clio assistant's controls line up
What the ethics guidance asks of a lawyer using generative AI, duty by duty, and what the assistant does about each point, for the insurer's questionnaire.
Uploading .eml files to Clio, and what that leaves out
An uploaded .eml is a document, not an email log. How Clio files email as email, where the upload habit comes from, and what filing from the mailbox gives you instead.
Matter intake in Clio, in order, without typing the facts five times
The intake checklist a careful paralegal works through, conflict check first, and the part of it an assistant can carry on your yes.