Clio

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

OAuth304 tools

Connect Clio

Three ways to use Clio

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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 (time entry or expense entry). For firms with mandatory LEDES billing, billable entries on matters requiring UTBMS codes must carry them.

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 your specialist 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.

Specialist templates

Specialists that work with Clio

Browse all templates

Client Update Writer
Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format.
See the specialist

Clio

Three ways to use Clio

Ask your specialist

Build a workflow

Power an app

Supported tools

Change Safe Custody Record State

Clear My Notification

Copy Document

Copy Task Template List

Create Activity

Create Activity Description

Get started automating Clio

Specialists that work with Clio

Client Update Writer

Your Clio workflows, on autopilot.