Clio Manage Connector
Plugs your AI into Clio Manage — matters, contacts, billing, calendars — so questions get answered and work gets filed without clicking through screens.
Partners don't buy these one at a time — a partnership includes the library.
The problem
Your case data lives in Clio Manage, but getting anything in or out means clicking through screens.
What it does
✦Lets your AI assistant safely read and update Clio Manage — matters, contacts, bills, calendars, notes, tasks
✦Ask in plain English: “what’s this client’s balance?” or “log this call note to the Smith matter”
✦Powers the dashboards and automations in this library behind the scenes
What it replaces
Copy-paste between Clio and everything else.
Is it real?
Wired into live Clio Manage accounts at real law firms today.
Want to see how this fits your business?