MG Seventeen things you can ask for.
In plain English. No new software to learn: you talk to the assistant, and it shows you exactly what it is about to do before it does it. Every one of the seventeen is open to attorneys, paralegals and anyone else at the firm who works in Outlook and Clio; the two groups below are only what each job tends to reach for first.
Ten things an attorney reaches for first.
Morning brief
Today's meetings, court dates and deadlines, tasks due, what's unfiled, what may be missing time, which matters have gone quiet, 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, explains how it matched each one, and files the ones you approve into Clio with attachments.
Billing review
Compares your emails, meetings, and Clio calendar events against the time entries already in Clio and flags possible missing time by matter. You decide the minutes; it never guesses.
Matter review
One snapshot of a matter: status, parties, open tasks, recent activity, upcoming dates, and how its filing and billing look, while the client is on the phone.
Email drafting
A draft in your voice, into your Outlook Drafts, informed by the matter. Sent only when you say send, after seeing the exact email.
Calendar sync
Court dates from Clio onto your Outlook calendar, and matter meetings from Outlook onto the file in Clio. Never the same entry twice, always undoable.
Conflict check
Every name involved in a new matter searched across Clio contacts and open, pending and closed files, with who matched and on which side, before anything is opened.
Client status updates
A short update built from what actually happened on the file: what was done, what's next, what you need from them. You read it before it goes anywhere.
Research brief
A legal question raised by an email or a matter, stated back to you in one sentence, then written up as a complete, paste-ready research request: jurisdiction, posture, the facts that matter, the precise question, what the memo should contain. A research task on the matter, if you say yes.
Weekly digest
What was filed and logged, the hours behind it, what's still open, and the month so far, on Friday afternoon.
Six things a paralegal reaches for first.
The same folder, the same sign-ins and every workflow above; a paralegal's account simply leads with these, and an attorney gets them on request. The page for paralegals has a Tuesday before and after.
Matter intake
Conflict check with the table shown, the contact and matter in Clio (or the contact Clio already has), your intake checklist as tasks, the first dates on both calendars, the intake emails filed, the welcome letter drafted for the attorney to review.
Deadline calendaring
Each date on Clio's calendar on the matter and on your Outlook calendar tied to it, so it can never be added twice, with a reminder task ahead. It does the arithmetic in the open and asks about weekends; it never computes a legal deadline from a rule.
Daily rundown
Due today and the next two weeks in date order with the matter number, calendar gaps between Clio and Outlook, what is unfiled, what is waiting on someone else. Dates first, because that is what a paralegal's morning is.
Follow-up chase
Reads the requests you sent and the replies that came back, lists each outstanding item with how long it has waited, and drafts the follow-up as a reply on your own email, one at a time, on your yes. It says "no reply found since", never "unanswered".
Pre-bill prep
Flags entries a client would not understand and proposes better wording from what happened that day, lists possible missing time, notes duplicates, and writes a one-screen note for the attorney. It never changes an entry, never invents a duration, never totals a bill.
Discovery index
A dated, numbered table of the correspondence on a matter: from, to, subject, attachments, filed or not, built from what Clio logs and what the mailbox holds, ready to paste into a discovery log. What is responsive or privileged stays your call.
And one for everyone: "Report a problem with the assistant." Something wrong, confusing or missing about the assistant itself goes to us as a report, after you have seen and approved the exact text, and never with a client's name or a matter's details in it. When something breaks while it is working, it reports that on its own and tells you it has.
Six things it will always do, built into the software.
- Nothing is written without your explicit yes.
- Every filing, time entry, calendar entry, matter, and email is proposed first, exactly as it will happen, and runs only when you confirm it. The confirmation expires in minutes and works once.
- Everything it writes is recorded, and can be undone.
- Each write is logged on your own computer. "Undo that time entry" removes it. It can only undo what it created.
- It never invents a number.
- It will say time may be missing. It will never suggest how many minutes or how much to bill.
- Nothing a client sees will mention the tooling.
- Time-entry descriptions, filed correspondence, and drafts read as your own work. The system rejects text that doesn't.
- It won't be talked into anything by an email.
- If an incoming message tries to direct it, it tells you and does not comply.
- Your sign-in, your data, your computer.
- We run no server that holds your mail or your matters. See confidentiality.
See it on your own matters.
Fourteen days free, no card, for an attorney or a paralegal. About fifteen minutes to set up.