Clio
Legal practice management API for Clio Manage — matters, contacts, activities/time entries, billing, trust accounting, calendaring, documents, and tasks.
OAuth300 tools
Connect Clio
Free account. No credit card required.
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
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.
Ready-to-use workflows
Prompts using Clio
Pre-bill review board for unbilled legal time in ClioSee every open Clio matter on one command center boardTrust and retainer replenishment console for law firmsWeekly Clio collections digest with drafted client follow-upsFile signed Docusign documents into the right Clio matterTurn client intake forms into Clio matters and contactsAuto-onboard new Clio matters with tasks and trackingWeekly unbilled legal work digest to protect revenue
