AxisFlowLive
Work that used to need a person.
Now flows on its own.
AI agents that pick up the repetitive parts of a matter — chasing documents, routing tasks, nudging clients for updates — running quietly inside Clio, watched over, never unsupervised.
What it takes off your desk
The tasks nobody chose the job for.
Document chasing
Outstanding ID, signatures and enclosures tracked and politely chased, without a fee-earner having to remember to.
Task & deadline routing
The next step on a matter lands with the right person automatically, with limitation dates never left to memory.
Client status updates
A short, on-brand progress update sent when a matter reaches a milestone — clients feel looked after between calls.
Internal approvals
Routine sign-offs — a costs estimate, a standard letter — queued for the right approver, chased if they go quiet.
How it works
A loop that gets sharper with use.
OBSERVE
Watches the matter
Reads what's happening in Clio, Outlook and Teams — nothing it isn't already permitted to see.
LEARN
Learns the pattern
Picks up how your firm actually handles this task type, not a generic template.
ACT
Takes the routine step
Sends the chase, routes the task, drafts the update — and escalates to a person the moment it's unsure.
IMPROVE
Refines from feedback
Every correction a fee-earner makes tightens the next attempt — visibly, not silently.
Why it's safe to trust
Fast, but never unaccountable.
Human in the loop
Anything outside its confidence or authority is handed to a person, with the reasoning attached — never guessed at.
Fully explainable
Every action is logged with what it saw and why it acted — reviewable like any other piece of file work.
Sharper over time
Tuned to your firm's own precedents and preferences, not a one-size template bolted onto Clio.
Get started
Start with one workflow.
We audit a single repetitive workflow in your practice, show you exactly what AxisFlow would automate and what it would still hand to a person, then let you decide if it earns a second one.
Request a workflow audit