MG What do we need to have before this works?
Three things, and all three are required today:
- Clio Manage. The assistant reads and writes your matters, contacts, communications, time entries, tasks and calendar there. Clio stays your system of record.
- Microsoft 365 with each person's mailbox and calendar in Outlook (Exchange Online). The assistant reads that person's own mail and calendar and writes drafts and calendar entries there, with their own sign-in.
- Claude Code, on a paid Claude plan, for each person who will use the assistant, attorney or paralegal. Claude is the layer that lets the two talk to each other: the assistant runs inside Claude Code on each person's own computer, and every conversation with it is a Claude conversation. Claude Code comes with the Claude desktop app (its Code tab) and as a command-line tool; the consumer chat app on its own does not run the assistant. We recommend a Claude plan with commercial terms, such as Team or Enterprise, for the confidentiality assurances that come with it.
Is it only for attorneys?
No. It is built for attorneys and paralegals, and it is not limited to either: anyone at the firm who works in Outlook and on Clio matters can use it, whether that is a legal assistant, an office manager, or the person who assembles the bills. Each person gets their own folder and signs in with their own Microsoft and Clio logins, so the assistant sees and does only what they can. When someone joins, the firm's administrator picks attorney or paralegal, and that choice only sets what the assistant leads with: an attorney's brief opens with the calendar and billing, a paralegal's with what is due. Every workflow is open to everyone, and nobody is refused one because of a title. The page for paralegals shows the six a paralegal reaches for first; pricing is per person who uses it, the same whatever the role.
We use Gmail or Google Workspace. Can we use it?
Not yet. MG Legal Ops currently supports Microsoft 365 mailboxes only. If your firm is on Google Workspace and interested, write to michael@mglegalops.com; demand decides what we build next.
We use a practice-management or billing system other than Clio.
Not supported today; the assistant is built around Clio Manage. Same answer: tell sales which system and we'll let you know if and when it is on the roadmap.
Does anything of ours pass through your servers?
No. The assistant runs on each person's own computer and talks directly to Microsoft 365 and Clio with that person's own sign-in. MG Legal Ops runs no server that receives, stores, or processes a firm's email, documents, matters, or time entries. The full answer is on the confidentiality page.
Can it change something in Clio or send an email without us knowing?
No. Every write is shown to the person who asked first, exactly as it will happen, and runs only when they confirm it with a single-use code. Every write is recorded on that computer and can be undone, except a sent email, which is why sending always shows the final text first.
Do we need our IT provider involved?
Once, at the start, for about two minutes: your Microsoft 365 administrator or IT provider opens one link from your setup page, signed in as an administrator, and clicks Accept. Nothing to register, nothing to send back, no secret to create or renew; the approval can be withdrawn at any time. Clio needs no administrator step: each person approves the assistant with their own Clio login the first time. After that, no.
Mac or Windows?
Both. Each person needs Claude Code installed and signed in; the setup video and the assistant's own walkthrough handle the rest.
How do updates reach us?
Automatically, each time Claude Code starts the assistant. After an update it tells you what changed, in plain language, once. Nothing to install.
What does it cost?
$59 per person per month, attorney or paralegal, at the founding-firm rate, locked for twelve months. Support, updates, and the setup video are included. You also need your own Claude and Clio subscriptions; we don't resell either.
Isn't this just a Clio and Outlook integration? What does the price pay for?
An integration moves data between two systems. The assistant reads both and does the work: it reviews your mailbox against your matters and files what you approve, finds possible missing time, keeps the two calendars in step, runs conflict checks, opens matters, drafts emails and client updates, and writes your morning brief. All seventeen workflows are included, for attorneys and paralegals alike. It runs on each person's own computer with their own sign-ins, shows every write before it happens, runs it only on a yes with a single-use code, records it on that computer, and can undo it. The price also covers the updates that arrive on their own, the setup video and email support. One recovered quarter-hour at a $250 rate covers a month.
Is there a free trial?
Yes, fourteen days, and no card is needed to start. Nothing is charged during the trial and there is nothing to cancel. At the end of the fourteen days you add a card to keep going; if you don't, the assistant simply stops and nothing in Clio or Microsoft 365 changes. The terms have the details.
What happens if we cancel?
During the trial there is nothing to cancel: if you don't add a card, it ends on its own and nothing is charged. Once you subscribe, cancelling ends access at the end of the period already paid for and the assistant stops updating. Nothing in Clio or Microsoft 365 changes; files on your computers are yours to delete.
Who do we contact?
General questions: hello@mglegalops.com. Sales and demos: michael@mglegalops.com. Support for current firms: support@mglegalops.com.