Clio
Legal practice management API for Clio Manage — matters, contacts, activities/time entries, billing, trust accounting, calendaring, documents, and tasks.
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
Clear My Notification
Clear (delete) a single in-app notification event
Copy Document
Copy a Document
Copy Task Template List
Copy a TaskTemplateList
Create Activity
Create a new Activity
Create Activity Description
Create a new ActivityDescription
Get started automating Clio
Ready-to-use workflows
Prompts using Clio
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.
Turn client intake forms into Clio matters and contacts
Every new intake form response becomes a clean Clio contact and matter, with a built-in conflict check and a Slack triage alert for your team.
Auto-onboard new Clio matters with tasks and tracking
Every hour we catch new matters opened in Clio, create your standard onboarding tasks, log each one to a tracking sheet, and post a count to Slack.
Weekly unbilled legal work digest to protect revenue
Every Monday, get a Slack digest of unbilled work in your law practice, ranked by revenue at risk with clear next steps to get it billed.