The Clio connector

Claude, working inside your Clio.

Every case handled to the same standard, without anyone having to rely on their memory. Deadlines don’t get missed.

Book a call See what it does
43things Claude can do in your Clio
Everyonethe whole firm, each person under their own name
2-3 weeksfrom the first call to the whole firm

What it does

Know where every case stands, without chasing anyone

43 ways Claude helps you stay on top of the matter in Clio.

Matters

01List matters“What's open right now?”
02Open a matter“Pull up the Alvarez file.”
03Create a matter“Open a file for the call I just had.”
04Update a matter“Change the responsible attorney on this one.”
05Update custom fields“Set the statute date on this file.”

Contacts

06Search contacts“Do we have this person already?”
07Open a contact“What's the client's address and phone?”
08Create a contact“Add the new adjuster.”
09Update a contact“Her email has changed.”
10List communications“When did we last hear from them?”
Show the other 33

Documents

11List documents“What's in this file?”
12Open a document“Show me the retainer.”
13Read the contents“What does the settlement offer say?”
14Download a document“Give me a copy of the police report.”
15Upload a document“Put this letter on the file.”
16Stage a large upload“This one's big, get it ready to go up.”
17Replace a version“Save my edits over the old draft.”
18List folders“How is this file organised?”
19Create a folder“Make a folder for medical records.”

Notes

20List notes“What's the story on this file?”
21Write a note“Write up the call I just had.”

Tasks

22List tasks“What's on my plate this week?”
23Create a task“Remind me to chase the records.”
24Update a task“Move that one to Friday.”
25Complete a task“That's done.”
26Task lists“What's still open on the intake checklist?”

Calendar

27List calendars“Whose calendars can I see?”
28List entries“What's on for next week?”
29Create an entry“Book the mediation.”
30Update an entry“The hearing moved an hour.”
31List reminders“What's set to remind me on this?”
32Add a reminder“Remind me two days before.”
33Change a reminder“Make that a week before instead.”

Time and billing

34List time entries“What did I log on this file?”
35Log time“Log 0.4 hours for the morning call.”
36Log an activity“Add the filing fee.”
37Billing summary“What's unbilled on this matter?”

People and account

38Check the connection“Is Claude still connected to Clio?”
39List users“Who at the firm has a Clio account?”
40Open a user“What's on Sarah's plate?”
41Sign in“Connect me to Clio.”
42Sign out“Disconnect me from Clio.”
43Export the audit log“Show me everything Claude did last month.”

See it work

Claude working on a real matter in Clio

A client rings about her case. Nobody has opened the file in two weeks. The answer, the note, the task and the calendar entry, without opening Clio once.

The package

Live in 2-3 weeks

For firms on Clio that want Claude working inside their matters, for everyone in the firm. Two phases: take the guided setup on its own, or both.

Phase 01

Guided setup

  • We project manage your MSP through the setup in your firm’s Microsoft tenant.
  • The connector is installed, tested and switched on for the whole firm.
  • Every person is connected under their own name.

Fixed price · two to three weeks

Phase 02

Training and one automated process

  • One process automated end to end, designed with your team: the client update, the file opened from an intake call, the weekly check on what is due - you pick.
  • A pilot with a small group, then training for the whole team.

Fixed price · after the setup

  1. 01

    A call with your MSP

    They get the written guide and we walk them through it on the call. Nothing for your team to prepare.

  2. 02

    Set up in your own Microsoft environment

    The same environment your MSP already looks after, so it sits under the management you already pay for. It belongs to the firm, and you decide who can use it.

  3. 03

    Switched on for the firm

    Everyone signs in as themselves, so every action carries a name.

  4. 04

    Tested on your real matters

    We check it against files your team actually works on, not a demo case, before anyone relies on it.

  5. 05

    Handed over in writing

    Your MSP gets the deployment and maintenance guides, your firm gets the technical documentation.

    Deployment guideMaintenance guideTechnical documentation

Two to three weeks from the first call to the whole firm using it.

Where it runs

In your tenant, under your names

Your firm’s Microsoft tenantThe connector runs inside your own environment, not on ours.
Every action has a name on itPeople sign in as themselves, so a partner can see what the firm is doing with it.
A record you can showIf a client or a court asks how their information was handled, the answer is on record.
Yours to keepThe connector stays with the firm and works with other AI tools, not only Claude.

Where this sits

Three ways your systems get connected

Comes with the vendor

Already has a connector

Microsoft 365, NetDocuments, iManage and Westlaw CoCounsel. We switch these on with your MSP when we set the firm up.

You are here

Clio

Built, in use at a firm, and ready to install. Fixed price by firm size, two to three weeks.

Built for you

Any other system

PracticePanther, Smokeball, Lawmatics - or the billing, document or intake system your team lives in. We check it can be done, then build it.

More from this build

What it looks like on a live file

Reading the matter and the inbox together

A file where nobody missed a deadline. Claude reads Clio and Outlook side by side, finds twelve things past due, and drafts the letters that follow.

Your own intake, run the same way every time

The connector gets Claude into Clio. Your procedure, written down once, is what makes every matter open the same way, whoever opens it.

Questions

What law firms ask us

Are we even allowed to do this with Clio?

Yes. It connects through Clio’s own API, and each person signs in with their own Clio account, so Claude can only see and do what that person can already see and do.

How do we know it is safe, when we cannot check it ourselves?

It runs inside your own Microsoft environment, not ours. Every person signs in as themselves, every action is recorded under their name, and your MSP gets the documentation to review how it works.

Who fixes it when something goes wrong on a Sunday?

Your MSP keeps it running, with the deployment and maintenance guides we hand over. We can stay involved under a separate agreement.

How much of our MSP’s time does this take?

Two sessions with us: a kickoff call and the setup session itself. In between they stand up a virtual machine in your own Azure subscription, register one application in Entra so your people sign in with their Microsoft account, and open one firewall rule and a DNS record. We run the project with them, so nobody at the firm has to chase it.

We found a free connector online. Why not use that?

The free ones install on one person’s machine with that person’s credentials, and each keeps its own log. Ours is set up for the whole firm, with everyone signed in as themselves and one record of what was done.

A call with a co-founder

You leave the call with a fixed price for your firm and a straight answer on whether this works with your Clio setup. If it is not the right time for you, we will say so.

Book a call with a co-founder