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Tool 035

Document Classifier and Router

Choose explicit document categories and review the proposed assignments before updating records in the current matter.

What it does today

Explicit category assignment; AI classification and routing queue planned.

How to use

  1. In Clio, open Matterevo and choose Document Classifier and Router from the Tool Library. Use the search box or the Documents & research family filter to find it.
  2. Select the records you want to work on.
  3. Set the change you want to make.
  4. Review the planned change for each record. Nothing is written to Clio until you confirm.
  5. Confirm, then check the results list for any record that was skipped or failed.

Before you rely on it

Classify uploads and recommend the correct matter folder before filing. 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.