Clio

Legal practice management API for Clio Manage — matters, contacts, activities/time entries, billing, trust accounting, calendaring, documents, and tasks.

OAuth300 tools

Connect Clio

Three ways to use Clio

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Clio.

Change Safe Custody Record State

Transition the custody state of a SafeCustodyRecord

Tool

Clear My Notification

Clear (delete) a single in-app notification event

Tool

Copy Document

Copy a Document

Tool

Copy Task Template List

Copy a TaskTemplateList

Tool

Create Activity

Create a new Activity

Tool

Create Activity Description

Create a new ActivityDescription

Tool

Get started automating Clio

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and Geni wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Clio

Browse all

Pre-bill review board for unbilled legal time in Clio

Work through unbilled time matter by matter, fix narratives and hours in place, and chase timekeepers in Slack before invoices go out.

See every open Clio matter on one command center board

Open one board each morning to see every matter's stage, next deadline, open tasks, and which files have gone quiet.

Trust and retainer replenishment console for law firms

See which client matters are running low on money held in trust before you do more work, then request top ups and log the follow up in a few clicks.

Weekly Clio collections digest with drafted client follow-ups

Every Monday, see exactly who owes your firm money, with personalized follow-up emails waiting in your drafts for review before anything sends.

File signed Docusign documents into the right Clio matter

When an engagement letter or agreement is signed in Docusign, we file the executed PDF into the matching Clio matter, add a note that it was executed, and confirm in Slack.