Paralegal daily rundown

Ask for this when: you are starting your day and want to know what is due, what is missing from a calendar, and what needs filing - dates first.

"What's on my plate today?" "Give me my daily rundown." "What's due in the next two weeks?"

If your firm's account lists you as a paralegal, "morning brief" gets you this version.

What it shows you

A short read, in this order:

Due today and over the next two weeks: tasks due today, then every court date and deadline in date order with the matter number. Anything with nothing logged on the matter yet is flagged as a prompt to look, never as a claim that the work is undone.
Calendar gaps: Clio dates that are not on your Outlook calendar, and Outlook meetings with no Clio counterpart, with an offer to put them on both.
Filing: how many emails are unfiled with a clear matter, how many need a look, and the ones from people who are not Clio contacts counted separately so they do not read as a backlog.
The intake mailbox, if your firm's shared intake mailbox is one of your review folders: how many of its emails have nothing in Clio yet, and the latest few by subject and date - possible new enquiries nobody has acted on, never a claim that they were ignored. It offers to read one, to open a matter from it, or to file it to the matter it belongs to - and once you have opened a matter from one, "file the intake email to the matter we just opened" does exactly that, so tomorrow's count is one lower.
Quiet matters: open files with no recorded activity past the firm's threshold - the count and the longest-quiet one or two by name - with an offer to draft a check-in for the attorney to review.
Your own time, only if you record time in Clio: possible missing entries this week.

It ends with two or three concrete next steps drawn from what it found, and does nothing until you pick one.

It reads your own mailbox, calendar, and Clio account. An attorney's inbox is not in it unless it is shared with you in Outlook. A shared mailbox you open from Outlook - the intake mailbox - is in it once you have said "add the intake mailbox's Inbox to my review folders" (and signed in again once, allowing it to read mail shared with you). It reads that mailbox and can file an email out of it to a matter - a copy into Clio; it never moves, marks, or otherwise changes anything in the shared mailbox.
It is a summary. The full lists live in the filing, billing, and calendar-sync guides; ask for them by name.
It never files, calendars, or drafts as part of the rundown. Each of those is its own "show me first, then yes".