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Clio connector.

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Claude in Chrome answering a Clio question for Sunbird South Law Group

I’m running Sunbird South Law Group’s matter meeting. What in Clio needs a decision before Friday?

I found three matters where a deadline, client expectation, or unbilled balance needs an owner:

  • Matter SSL-6687 · filing due Friday The response draft is 80% complete, but Andre Collins has not approved Exhibit C. The client’s underlying declaration was added yesterday afternoon.
  • Matter SSL-3908 · client update overdue Evergreen Labs has received no status note in 16 days. The last activity was opposing counsel’s revised settlement position of $21,946.
  • Matter SSL-8924 · $6,825 unbilled 28 time entries from two attorneys remain in draft. If they are not reviewed today, they will miss this month’s billing run.

Put Exhibit C with Andre Collins at the top of the meeting, assign the client update, and have billing release the draft time by 3:00 p.m.

ChatGPT version.

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ChatGPT in Chrome answering a Clio question for Sunbird South Law Group

I’m running Sunbird South Law Group’s matter meeting. What in Clio needs a decision before Friday?

I found three matters where a deadline, client expectation, or unbilled balance needs an owner:

  • Matter SSL-6687 · filing due Friday The response draft is 80% complete, but Andre Collins has not approved Exhibit C. The client’s underlying declaration was added yesterday afternoon.
  • Matter SSL-3908 · client update overdue Evergreen Labs has received no status note in 16 days. The last activity was opposing counsel’s revised settlement position of $21,946.
  • Matter SSL-8924 · $6,825 unbilled 28 time entries from two attorneys remain in draft. If they are not reviewed today, they will miss this month’s billing run.

Put Exhibit C with Andre Collins at the top of the meeting, assign the client update, and have billing release the draft time by 3:00 p.m.

Setup included.

  1. 1Review
  2. 2Configure
  3. 3Connect + test