LanternOpsField Guide · Law firms · ClioManaged AI Teams
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§ 0Law firms · Clio AI

Clio AI, your way.
Firm-controlled, or firm-governed.

A supervised AI assistant that drives your Clio matters and documents in plain language, built on your own Clio account. Start firm-controlled with a local record; upgrade to firm-governed enforcement and audit when you're ready. Same full Clio capability either way, so the choice is only how much oversight you need.

Book a workflow diagnosis → Comparison (PDF) Solution brief (PDF)
01
§ 1The shared foundation

One assistant. The full Clio practice.

Every capability below is identical in both tiers. The tiers differ only on governance, audit, and how many people you run it across.

Fig. 1 — The Agent Card · Clio Practice AssistantRuns on: your Clio account
Matters Find, read, create, update, close, notes, tasks, contacts
Documents Browse, read, upload, version, folders, move & delete (guarded)
Access Your own Clio OAuth, per-user login, encrypted tokens
Safety Two-step confirm on destructive actions, rate-limit handling
Privilege Document contents are never written to any log
No lock-in Speaks Clio's official API; revoke one app to stop
Guardrails on every action
  • Read & search matters, documents, contactsAllow
  • Draft intake summaries, notes, repliesDraft
  • Move, delete, or send a documentGate · two-step
  • Write document contents to any logNever
Built on Clio's official API and your own OAuth. Revoke one app to stop it cold. No tools installed, no data moved out of Clio.
02
§ 2Governance & oversight

Where the two tiers differ.

Same full capability on both sides. The only question is how much oversight the firm needs around it.

Fig. 2 — Firm-Controlled vs. Firm-Governed★ Firm-Governed
Governance & oversight Firm-Controlled Firm-Governed ★
Identity behind each action Per-machine user Central, attributable firm-wide
Human approval gates Self-confirm only A person signs off before destroy / send
Central policy: who may touch what None Per user / matter / action
Action logging Local, per machine Firm-wide, centralized
Tamper-evident audit trail No Yes, one firm-wide trail
Compliance & ethics review Manual, per machine One pane for review
Runs across A few, each own copy The whole firm, governed
Best for A trusted small team, control now A firm needing reviewable oversight
Firm-Controlled gives a trusted small team the assistant with a local record. Firm-Governed adds enforcement, one firm-wide audit trail, and a single pane for review.
03
§ 3The shape of the choice

Pay for governance only when you need it.

§ 4The first step

Not sure which tier fits?

Both start with the same three-week pilot. We build your Clio assistant on your own account, prove one workflow, and show you exactly where the governance line should sit. No tools installed, no data moved.

Book a workflow diagnosis →

Read the operating model: AI inside your Clio practice without handing over a privileged file →

Fig. 3 — The upgrade pathOne switch
  1. Build on your own Clio account during the pilot.
  2. Prove one workflow, firm-controlled, with a local record.
  3. Flip to firm-governed for enforcement and one audit trail.

An offering built for your firm during the pilot, not an off-the-shelf product. Phase 3 capabilities (billing & time, calendar, full-text search) are on the roadmap. Clio is a trademark of its owner; LanternOps is not affiliated with or endorsed by Clio.