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Tool 083

Living Matter Summary

Generate or edit source-linked summary sections, review provider drafts, and preserve approved local revisions with a citation ledger.

What it does today

Six-section matter summary with optional provider-backed drafting from explicitly approved user-entered excerpts, strict known-source and unique-section response validation, individual human approval, revision comparisons and immutable session snapshots. No document-content downloads, semantic verification, automatic legal deadline inference, persistent case-fact templates or Clio writes.

How to use

  1. In Clio, open Matterevo and choose Living Matter Summary from the Tool Library. Use the search box or the AI assistance 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

Draft a source-linked matter summary manually or with approved AI excerpts, compare revisions, and export reviewed text and source ledgers. 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.