MG Nine 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.
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.
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 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. About fifteen minutes to set up.