Your open tasks and the entries on your own Clio calendar land in your inbox, with court dates marked urgent in the week before. Binee never adds client names to titles.
Mark a task complete, reopen it, change its due date or add a note right from the task in Binee. Binee Assistant can add tasks, calendar entries on your own calendar, notes and time entries, each on a card that shows exactly what will be written.
The filing task for next Tuesday's hearing opens with its Binee Insight.
Binee writes this before you open the item, from the related work in your other tools, and labels every source so you can check it in one click.
In Settings, then Connections, press Connect on Clio Manage and choose your region.
Sign in to Clio and approve Binee.
Choose what Binee watches: your tasks, court dates, and which matters count.
Each person connects their own Clio account and picks their region: United States, Canada, Europe or Australia. Binee sees what that person's Clio role allows, nothing more.
Binee never deletes anything in Clio, and it doesn't decline or move hearings: those stay decisions you make in Clio.
It can add tasks, calendar entries, notes and time entries, and change a task's status or due date, always after you approve. It never deletes anything in Clio.
No. A task shows its own name and the matter number, and the client's details appear only inside the item when you open it.
Binee gets sharper with every connection: the more tools it reads, the more dots it can connect around Clio Manage.