MG Type the facts once. Say yes. Done in Clio and Outlook.
The paralegal's day is the firm's operating system, and most of it is entering the same facts into three places. MG Legal Ops takes what you already know, shows you exactly what it is about to do in Clio and in Outlook, and does it when you say yes. It never guesses at a date, a duration or a matter.
Six things paralegals ask for first.
Every one of the seventeen workflows is available to attorneys and paralegals alike; these are the ones a paralegal's account is offered first. Each shows the whole action before it runs.
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. Once you have settled your checklist, it remembers it.
Deadlines, once
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 your 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.
Attorney or paralegal is what it leads with, not what it allows.
When someone joins the firm's account, the administrator picks attorney or paralegal. A paralegal's "morning brief" is the daily rundown above; an attorney's leads with the calendar and billing. Both can ask for everything. Nothing is hidden behind a role, and nobody is refused a workflow because of a title. Not a paralegal or an attorney? A legal assistant, an office manager or the person who assembles the bills joins under whichever of the two fits their day and gets the same folder, the same sign-ins and every workflow.
It signs in as you.
Your own Microsoft and Clio logins, on your own computer. It sees what you can see and does only what you can do. It never acts as the attorney.
Every write waits for your yes.
A matter, a task, a calendar entry, a filed email, a follow-up: each is proposed exactly as it will happen and runs on a single-use confirmation. "Undo that" removes what it created.
It knows what it does not know.
It will not compute a legal deadline, decide what is privileged, invent a duration, or call an item unanswered. Those stay with you and the attorney; the typing and the re-typing go.
A Tuesday, before and after
Before. A new client's engagement letter came back signed overnight. You open Clio, create the contact, create the matter, type the parties again for the conflict check, add the eight intake tasks by hand, put the answer deadline on Clio's calendar, put it on Outlook, set a reminder, file the three intake emails one by one, and start the welcome letter from last month's. Forty minutes, and the answer date is on one calendar with a typo.
After. "Open a matter for the new Alvarez engagement; the signed letter is in my inbox." It runs the conflict check and shows you the table. It proposes the contact, the matter, the eight tasks from your checklist, the answer deadline on both calendars with a reminder, and the three emails to file. You read the proposal, fix the attorney's name, and say yes. It drafts the welcome letter into the attorney's Drafts folder. Six minutes, and the two calendars agree.
What the firm needs
Clio Manage, Microsoft 365 with your mailbox and calendar in Outlook, and Claude Code on a paid Claude plan for each person who uses it, on a Mac or Windows computer they can install software on. How it works covers the fifteen-minute setup; pricing is per person per month, fourteen days free first, no card.
Read next: What a paralegal can hand to an assistant, and the guides for matter intake, deadline calendaring, the daily rundown, the follow-up chase, pre-bill prep and the discovery index.
Try it on your own inbox and matters, free, for two weeks.
No card to start, nothing charged, nothing to cancel. If your firm already uses MG Legal Ops, ask to be added on the sign-up page and your administrator approves you as a paralegal.