Integrations · Legal
Put an AI employee to work in Clio.
Practice management software for law firms. Your AI employee connects to it over Clio's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Clio
- Your intake agent answers every potential client call and records the facts of the matter.
- It schedules the consultation and sends the intake form.
- It tells existing clients where their matter stands without interrupting the attorney.
An example in Clio
A two-attorney family law practice runs on Clio. A current client calls in the evening, anxious about whether the other side filed a response in her custody case. The agent confirms who she is, checks the Matter for the latest Task and Calendar entry, and tells her what is on file and when the next hearing is. When she asks what she should do, it books a call with her attorney rather than answering. The call summary is added to the Matter as a note and on her contact in the CRM.
What stays with your people
Your attorneys give all legal advice, review every filing and decide what gets billed.
The connection
- How it connects
- Over Clio's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Clio
- Matter, Contact, Time entry, Bill, Task, Calendar entry.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Clio is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Clio
Questions about Clio
- Can the agent file documents in Clio without an attorney reviewing them?
- It can save documents to a matter if you allow it, but nothing is filed with a court or sent to the other side without an attorney's approval.
- Does it create time entries?
- It can draft a time entry for the call it handled, for an attorney to approve or delete. Billing decisions stay with you.
- Will it give legal advice?
- No. It shares status that is already on the matter and books time with an attorney for anything else.
