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Review
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 Reviewed
24
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Clio Connected · Syncing
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Your review queue, clients, and dashboard are all accessible from the sidebar. The notification panel shows everything that needs your attention.

Notifications

All 12
Review 7
Clients 3
Billing 2
New
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Marcus Johnson — opposing counsel contacted client directly
Client reports adverse counsel called and asked them to sign papers. Possible Rule 4.2 violation. Requires immediate review.
12 minutes ago
Critical
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Sarah Chen — asking about $150K settlement offer
Client wants to know if they should accept. Deadline is Friday. AI provided analysis of case strength and settlement factors.
2 hours ago
Urgent
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David Park — EEOC filing deadline may be expiring
AI identified that the 180-day window for EEOC complaint may be close. Time-sensitive review needed.
5 hours ago
Urgent
👤
Brian Taylor signed up and created their vault
Your invited client has completed onboarding, signed the AI Use Agreement, and is now active in their vault.
3 hours ago
New Client
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Lisa Torres uploaded 3 new documents
Contract_Amendment.pdf, Email_Thread_March.pdf, and Settlement_Proposal.docx added to vault.
4 hours ago
Standard
Today
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Lisa Torres — AI generated 14-event case timeline
Client asked about strength of breach of contract claim. AI produced timeline from uploaded documents.
Yesterday at 4:22 PM
Elevated
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James Wilson — non-compete enforceability question
AI analyzed the non-compete agreement terms against California state law. Legal analysis for your review.
Yesterday at 2:15 PM
Elevated
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Clio sync complete — 3 time entries synced
Marcus Johnson (0.5 hr / $150), Sarah Chen (0.4 hr / $120), David Park (0.3 hr / $90). All synced to Clio.
Yesterday at 3:00 PM
Clio
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Marcus Johnson booked a call — Tomorrow at 10:00 AM
30-min urgent consultation. Vault context attached to calendar event. Topic: opposing counsel contact.
Yesterday at 1:45 PM
Booking
Earlier This Week
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Daily digest — 4 standard conversations to review
Amy Rodriguez (doc summaries), Robert Kim (deposition prep), Karen Lee (custody factors), Tom Nguyen (partnership questions).
March 29 at 8:00 AM
Digest
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Weekly billing summary — $1,290 in review time
Week of March 24: 4.3 hours reviewed across 8 clients. 12 conversations approved. All synced to Clio.
March 28 at 9:00 AM
Billing
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Marcus Johnson — severance agreement review needed
Client uploaded severance agreement and asked if $15K is reasonable. AI identified key release provisions. Deadline Friday.
March 28 at 11:30 AM
Urgent
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