AI AGENTS FOR CLIO FIRMS

AI agents for every repetitive job in Clio.

Your team burns hours chasing documents, running conflict checks, watching deadlines and updating clients. Agent Docket puts ten AI agents on that work.

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Docket · Live today · 08:51 Running
08:51Contract Review → Master Services Agreement flagged high risk, review note draftedNeeds review
08:49Contract Review → 2 contracts analyzed, 1 high-riskNeeds review
08:47Contract Review → Mutual NDA reviewed, no significant issuesDone
08:44Conflicts Check → 7 matters swept, 1 potential conflict flaggedNeeds review
08:41Conflicts Check → New matter checked against the full book, no conflicts foundDone
08:39Deadline Monitor → 1 filing deadline overdue, 2 due within 7 daysNeeds review
08:36Deadline Monitor → 12 deadlines checked, all on trackDone
08:33Court Date Reminder → 2 clients reminded of upcoming hearingsDone
08:31Court Date Reminder → 1 court date has no client email on fileNeeds review
08:28Document Request → 2 required documents missing on Patel intake, request draftedNeeds review
08:25Document Request → Reminder #2 issued for the outstanding W-9Done
08:22Document Request → Engagement letter outstanding 10 days, escalated to an attorneyNeeds review
08:19Intake Confirmation → Welcome email drafted for new client, awaiting approvalNeeds review
08:16Matter Intake → 2 matters drafted from intake forms, pending reviewNeeds review
08:13Matter Intake → Intake matched to an existing client, skippedDone
08:10Client Updates → Status update drafted for Meridian dispute, awaiting approvalNeeds review
08:07Timesheet Reminder → 3 of 5 timekeepers nudged for unlogged hoursDone
08:04WIP Report → Weekly work-in-progress compiled, $14,035 unbilled across 5 mattersDone
Before you ask No Clio migration, no new system to learn. Ten agents that work alongside the Clio you already run.
Live demo

Run an agent yourself.

This is Agent Docket running on a fictional firm. Click anything.

No signup. Nothing to install.
What's inside

Control without the babysitting.

01
live-docket

One live docket

Every agent, every run, every matter it touched, in one feed. See what happened without digging through Clio.

02
sign-off

Human in the loop where it counts

Welcome emails, status updates, document requests and review notes are drafted, then wait for an attorney's sign-off. Routine follow-up reminders can run on their own, or you can hold those for approval too. You choose, per agent.

03
system-of-record

Your Clio stays the system of record

No migration, no restructuring, no second system to keep in sync. Clio is still where your matters live. Agent Docket works alongside it, and you can disconnect it at any time.

04
clio-native

Built on your Clio

Agents work from your Clio: matters, contacts, documents, time entries and calendar. Plus the email and tools your firm already uses.

What it runs in Clio

Every kind of agent, one view.

8 agents · one docket
contract-agent01

Contract review

Reads contracts on file and flags what puts your client at risk: liability, indemnification, auto-renewal. Drafts a review note for your approval.

conflicts-agent02

Conflicts checks

Sweeps every matter and party across the book and flags potential conflicts for an attorney to clear.

deadline-agent03

Deadline monitoring

Reads your Clio calendar and surfaces what's overdue or due inside a week.

court-agent04

Court date reminders

Reminds clients of upcoming appearances, and flags any it can't reach.

docs-agent05

Document chasing

Finds the required documents missing from a matter, drafts the request, and chases until they arrive.

intake-agent06

Matter intake

Turns intake form submissions into matters, drafted as pending for an attorney to open.

client-agent07

Client updates

Drafts plain-English status updates and welcome emails, for your sign-off.

billing-agent08

Billing hygiene

Nudges timekeepers on unlogged hours and compiles the weekly work-in-progress report.

How it keeps you in control

You stay the human in the loop.

sign-off01

Approval queue

Client emails, document requests and review notes are drafted and wait for your sign-off.

conflicts02

Conflict & compliance checks

Run a conflict sweep on every new matter, or across the whole book on demand.

audit-log03

Full audit log

Every action, agent or human, timestamped and tied to a matter. Answer "what did the agent do?" in seconds.

metrics04

Cost & time saved

See what each agent ran this week, and the hours it gave back.

How we work

We set it up around your firm. You own it.

01
Discoveryone call

One call. We go through the agents together and you pick the ones that fit how your firm actually runs. You don't have to take all ten.

Book a call →
02
Setupa few clicks

You connect your own Clio account in a couple of clicks. We tailor each agent to your firm: its rules, templates, schedules and thresholds, and who on your team approves what.

Book a call →
03
Training & handoverone session

One session with your team on running it day to day, plus the guides. Your agents work your real matters, and nothing client-facing goes out without an attorney's approval. You own the system.

Book a call →
04
Optional supportoptional

Once you own it, you run it. If you'd rather not, we can stay on to monitor the system, tune agents as your firm changes, and build new ones when you need them.

Book a call →

No lock-in. You own the system.

Who it's for

For firms that run on Clio and run out of hours.

solo01

Solo & small firms

Practicing law and running the business at the same time, with no time to spare.

partner02

Managing partners

Want more billable hours out of the team without adding headcount.

legal-ops03

Legal ops & admins

Holding intake, billing, and deadlines together by hand.

growth04

Growing practices

More matters than the current process can handle cleanly.

If Clio is where your firm actually runs, this is built for you. If you're not on Clio, it's not.

Nothing to migrate.

No migration · works alongside Clio

Nothing to unwind.

Free · 20 minutes

A walkthrough on your own Clio. See the agents in action, ask anything.

No pitch, no pressure.