Get Alex started on this.
Draft a delegation email with the matter context, requested work and due date you specify.
Make the decision. Leave with the handoff drafted.
Turn “someone needs to handle this” into a clear assignment, with the context your team needs to act.
Illustrative session · AI-generated speakers · Fictional matters
Your twin’s access, isolation and approval controls →
Read the conversation
Attorney
Alex needs to prepare the Rivera order comparison. Can you get the handoff ready?
Your twin
I have your email and both orders from the matter. The proposed Clio task assigns the comparison to Alex, with the source documents and two differences attached. What deadline should I propose?
Attorney
Today at three. Ask Alex to explain the effect on pickup arrangements, and bring any uncertainty back to me.
Your twin
The draft now includes that scope, the deadline and a request to flag uncertainty. Here's the email alongside the proposed Clio task. Review both before I send or update the matter.
Built for solo and small-firm attorneys
From conversation to work you can review.
Connected context: Your instructions + email + PMS tasks
Give them what they need.
Include the relevant references and flag missing information before you review the handoff.
Put the next step where we track it.
Prepare a task for your connected practice-management system. Review the owner, scope and timing before an update.
Illustrative workflow. Connections require an existing account with API access. Your account permissions and approval rules govern updates. You review consequential work and authorize sending, filing and outreach.