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CRM & IntegrationOther Business● Running at real firms now

Clio Connector

Plugs your AI into Clio — cases, contacts, billing, calendars — so questions get answered and work gets filed without clicking through screens.

How you get it
Included with partnership

Partners don't buy these one at a time — a partnership includes the library.

The problem

Your case data lives in Clio, but getting anything in or out means clicking through screens.

What it does

✦Lets your AI assistant safely read and update Clio — cases, contacts, bills, calendars, notes, tasks

✦Ask in plain English: “what’s this client’s balance?” or “log this call note to the Smith case”

✦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 accounts at real law firms today — both Clio Manage and Clio Grow.

Want to see how this fits your business?