Tool 084

Client-Facing Status Report

Generate a client report from explicitly approved excerpts, review citations and disclosure, then edit and export the final draft.

What it does today

Actual configured-provider client-report generation from explicit current-matter document pins and user excerpts only. Strict section citations, visible gaps, editable report, separate human disclosure approval and local output/source exports. No privilege clearance, automatic record synthesis, email sending or Clio writes.

How to use

In Clio, open Matterevo and choose Client-Facing Status Report from the Tool Library. Use the search box or the AI assistance family filter to find it.
Enter the details the planner asks for.
Review the proposed outcome, item by item.
Edit or remove anything that is not right.
Confirm to create the reviewed records in Clio.

Before you rely on it

Generate a cited client status draft from approved source excerpts, then edit, review disclosure and export the report with its internal source ledger. 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.