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Clio Manage (US), worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Clio Manage (US) account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 93 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Clio Manage (US) is

Clio Manage legal practice management for United States-region accounts on app.clio.com. Manage clients, matters, calendars, tasks, time, and billing. Canada, EU, and Australia accounts require separate regional OAuth applications and hosts.

You sign in with your own Clio Manage (US) account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Clio Manage (US).

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Clio Manage (US). You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Clio Manage (US) account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

93 tools it already has

What it can do in Clio Manage (US)

These are the ready-made tools your AI employee already has in Clio Manage (US). It is not limited to them, but it never has to be taught these.

  • Assign Task Template ListAssign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retr
  • Create ActivityCreate a Clio time or expense activity. Requires Clio's Activities write permission.
  • Create CalendarCreate a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.
  • Create Calendar EntryCreate a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calen
  • Create CommunicationRecord a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported.
  • Create ContactCreate a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires firstname or lastname. Requires Clio's Contacts write p
  • Create Document TemplateUpload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for STARTDOCUMENTFROMTEMPLATE or GENERATEDOCUMENTFROMTEMPLATE. R
  • Create Document Upload InitiationCreate only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an exis
  • Create MatterCreate a Clio matter for a client. Requires Clio's Matters write permission.
  • Create Matter FolderCreate a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent.
  • Create Matter NoteCreate a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access
  • Create Non-Empty Task Template ListCreate a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Templates are private
  • Create TaskCreate a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATETASK with status complete. Requires Clio's Tas
  • Delete ActivityPermanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.
  • Delete BillPermanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payment
  • Delete CalendarPermanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not chec
  • Delete Calendar EntryPermanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because C
  • Delete CommunicationPermanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission
  • Delete ContactPermanently delete one Clio contact by ID. Requires Clio's Contacts write permission.
  • Delete DocumentMove a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write per
  • Delete Document TemplatePermanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.
  • Delete FolderMove a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Docum
  • Delete MatterPermanently delete one Clio matter by ID. Requires Clio's Matters write permission.
  • Delete NotePermanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.
  • Delete TaskPermanently delete one Clio task by ID. Requires Clio's Tasks write permission.
  • Delete Task Template ListPermanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write
  • Download DocumentDownload the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to t
  • Find BillExhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide clientid, matterid, or invoicenumber; state only narrows that lookup. All supplied cr
  • Find Company ContactExhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
  • Find Contact by Custom FieldValidate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions.
  • Find MatterFind by matterid alone, or exhaustively search using displaynumber, description, or clientreference, optionally narrowed by clientid and status. All collection results are exact-fi
  • Find Matter by Custom FieldValidate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match. Requires Custom Fields and Matters re
  • Find Newest Matter by Client EmailResolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest createdat with greatest ID as the tie-break. If any candidate lacks a vali
  • Find or Create Company ContactExhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and
  • Find or Create MatterChoose either clientid or clientemail, not both, plus clientreference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identi
  • Find or Create Person ContactExhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and,
  • Find Person ContactExhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
  • Find UserFind one Clio user using a single selector: userid, email, or full name. enabled and includecocounsel apply only to email or name searches. ID uses the documented single-user endpo
  • Generate Document From TemplateCreate a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Doc
  • Get ActivityGet one Clio time or expense activity by ID, including billing state and its user and matter references.
  • Get BillGet one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.
  • Get CalendarGet one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application.
  • Get Calendar EntryGet one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio
  • Get CommunicationRetrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.
  • Get ContactGet one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission o
  • Get Current UserReturn the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer applicati
  • Get DocumentGet one Clio document and its latest-version metadata by ID. Requires Documents read permission.
  • Get FolderRetrieve one Clio folder by ID. Requires Documents read permission.
  • Get MatterGet one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.
  • Get Matter ClientRetrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.
  • Get NoteRetrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission.
  • Get TaskGet one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state. Requires read access to Tasks in the Clio
  • Get UserGet one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information. Requires the Users read permission selected on the Clio developer app
  • List Activity DescriptionsList selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission.
  • List CalendarsList visible or writable Clio calendars to resolve the owner ID for calendar entries. Requires the Calendars read permission selected on the Clio developer application.
  • List CommunicationsReturn one bounded page of recorded Clio email or phone communications. This reads logs and does not send messages or notify subscribers. Requires Communications read permission.
  • List Contact Email AddressesReturn one bounded page of email addresses for a Clio contact. Requires Contacts read permission.
  • List Contact Phone NumbersReturn one bounded page of phone numbers for a Clio contact. Requires Contacts read permission.
  • List Document AutomationsReturn one bounded page of Clio document-generation automations. Requires Documents read permission.
  • List Document TemplatesList Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan.
  • List DocumentsReturn one bounded provider page of Clio documents. Requires Documents read permission.
  • List Expense CategoriesList selectable Clio expense categories and rates for expense entries. Requires Activities read permission.
  • List Folder ContentsReturn one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission.
  • List FoldersReturn one bounded page of Clio folders using documented filters. Requires Documents read permission.
  • List GroupsList Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission.
  • List Matter ContactsReturn one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, isclient, matter reference, and contact details. Use LIST
  • List Matter Protected FundsReturn one bounded page of protected funds for a Clio matter. Requires Matters read permission.
  • List Matter Related ContactsReturn one bounded page of Clio related-contact relationship records, including relationship ID, contactid, and whether the contact is also the matter client. Use LISTMATTERCONTACT
  • List Matter StagesList Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission.
  • List NotesReturn one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission.
  • List Practice AreasList Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission.
  • List Task Template ListsList Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission.
  • List UsersList Clio users available for attorney, staff, task-assignee, and activity-user references. Requires the Users read permission selected on the Clio developer application.
  • Preview BillRender one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline. This does not change or send the bill. Requires Billing re
  • Search ActivitiesSearch and filter Clio activities, including multiple activity IDs, one page at a time. Use Get Activity for one known ID and full billing details. Requires Activities read permiss
  • Search Calendar EntriesSearch Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time. Requires read access to the Calendars permission in the Clio developer application.
  • Search ContactsSearch and filter Clio contacts, including multiple contact IDs, one page at a time. Use Get Contact for one known ID and full contact details. Requires Contacts read permission in
  • Search MattersSearch and filter Clio matters, including multiple matter IDs, one page at a time. Use Get Matter for one known ID and full lifecycle, staffing, and billing details. Requires Matte
  • Search TasksSearch and filter Clio tasks, including multiple task IDs, one page at a time. Use Get Task for one known ID and full task details. Requires Tasks read permission in the Clio devel
  • Start Document From TemplateStart Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present. This action does not wait for com
  • Transition Bill StateIrreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks. Uses Clio'
  • Update ActivityUpdate at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Posted or billed activities may be immutable. Requi
  • Update BillUpdate ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Lifecycle state is deliberately excluded; use Transition Bill State
  • Update CalendarUpdate at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Requires the Calendars write permission selected on the Clio d
  • Update Calendar EntryUpdate at least one field on a Clio calendar entry without sending calendar notifications. Existing contact attendees cause the update to fail closed because Clio always emails the
  • Update CommunicationUpdate a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Notification subscribers are intentionally
  • Update ContactUpdate at least one field on a Clio person or company, including adding or updating nested email and phone records. Setting destroy=true with a nested record ID irreversibly delete
  • Update Document MetadataUpdate only Clio document metadata with an If-Match ETag. It cannot restore a trashed document, initialize or finalize uploads, create versions, or mutate external properties. HTTP
  • Update FolderRename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Requires Documents write p
  • Update MatterUpdate at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Requires Clio's Matters write permission.
  • Update NoteUpdate a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission.
  • Update TaskUpdate at least one field on an existing Clio task. Assignee notifications are disabled on reassignment. Completion notifications are disabled and verified before a complete status
  • Void BillIrreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Clio only accepts bills without recorded payments. Draft and Pending Approval bills m
Access, and who is in charge of it

You stay the boss of your Clio Manage (US) account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Clio Manage (US) account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Clio Manage (US) is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Clio Manage (US) and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Clio Manage (US)

Can an AI employee really work inside Clio Manage (US)?
Yes. It signs in to your own Clio Manage (US) account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Clio Manage (US)?
No. Nothing moves and nothing is replaced. Your records stay in Clio Manage (US), your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Clio Manage (US) account?
You sign in with your own Clio Manage (US) account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Clio Manage (US)?
It has 93 ready-made tools in Clio Manage (US) today, among them Assign Task Template List, Create Activity and Create Calendar. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Clio Manage (US) and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Clio Manage (US) and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Clio Manage (US)?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Clio Manage (US) is written down with what it did and when.