Log time entries in Clio Manage correctly — billable vs non-billable, hourly vs flat-fee matters, UTBMS task/activity codes, and timer-to-entry conversion. Use when the user says "log time", "track hours", "I spent N hours on", "bill X hours", "stop the timer…
Log time entries in Clio Manage correctly — billable vs non-billable, hourly vs flat-fee matters, UTBMS task/activity codes, and timer-to-entry conversion. Use when the user says "log time", "track hours", "I spent N hours on", "bill X hours", "stop the timer…
Apply Clio API best practices and legal-tech AI ethics (ABA Formal Opinion 512) to any work on the clio-manage MCP — rate limiting, ETags, audit trails, redaction, write confirmations, and client confidentiality. Use whenever the user is about to write or…
Work with Clio billing — list bills, check billing summaries, AR aging, draft/issue/void state transitions, and reconcile payments. Use when the user mentions "bill", "invoice", "outstanding balance", "AR aging", "accounts receivable", "send invoice", "draft…
Work with the Clio calendar — list events, create calendar entries, link them to matters, and (if available) check court rules. Use when the user says "calendar", "schedule", "meeting", "appointment", "court date", "hearing", "deadline", "what's on my…
Manage contacts in Clio Manage — search and dedupe people and companies, create new contacts (person or company), update existing contacts, manage email/phone/address records, and link contacts to matters. Use when the user mentions "contact", "client",…
Work with documents in Clio Manage — list, download, find templates, and prepare for automated document generation. Use when the user says "document", "template", "engagement letter", "draft a", "merge fields", "automation", "download", "upload", "find the…
Open a new matter in Clio Manage end-to-end — create or look up the client contact, create the matter (with practice area, fee structure, and matter contacts), add an opening note, and schedule an intake task. Use when the user says "open a new matter", "new…