See plans

All tools

Tool 034

Smart File Naming

Build document filenames with labels, numbering, formatting, replacement rules and available Clio metadata, using live examples before review.

What it does today

Guided naming builder with labels, numbering, case, literal replacement, Clio metadata dates and live examples. AI suggestions remain pending.

How to use

  1. In Clio, open Matterevo and choose Smart File Naming from the Tool Library. Use the search box or the Documents & research 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

Suggest firm-standard names using date, document type, party, matter number, and version. 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.