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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?