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Tool 023

Client Status Update Draft

Write a client update using selected matter record references, tone preferences and an editable draft with a source ledger.

What it does today

Selected current-matter task/activity/document metadata, user-written client summaries, tone wrappers, editable local message and internal source ledger; generative synthesis, document content analysis and sending integration pending.

How to use

  1. In Clio, open Matterevo and choose Client Status Update Draft from the Tool Library. Use the search box or the Communications family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Generate a client-friendly update using recent matter activity and selected documents. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.