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Connect Claude & ChatGPT to Clio

Ask your AI what is open on a matter, which bills are overdue, or to log the call you just had, and it works in Clio Manage. It can search matters, contacts, tasks, notes, documents and communications, record time and expense entries, create matters, contacts, tasks and calendar entries, and read bills.

Connect Clio free

Free plan, no credit card. Takes about a minute.

Try asking

  • “What is the status of the Hansen estate matter, and who is on it?”

    The AI searches matters for Hansen and reads the matter with its status, responsible attorney and linked contacts.

  • “Log 0.5 hours on matter 00123 for a call with the client about the lease.”

    It creates a time entry on the matter with today's date, the quantity and your note.

  • “Which bills are overdue?”

    It lists bills with the overdue filter, with client, matter, amount and due date.

What your AI can do

Matters and contacts

Search matters by number, description, client or status, read and create matters, and search, read and create contacts.

Time, expenses and bills

Record and update time entries and expenses on a matter, and list bills by status, client or matter, including overdue ones.

Tasks, calendar and records

Create and search tasks and calendar entries, and read notes, documents and logged emails and calls.

  • “Open a new matter for Nora Kim: review of employment contract.”

    It finds Nora Kim as a contact and creates the matter with her as client and your description.

  • “Put a hearing on my calendar for 12 March at 10 for the Hansen matter.”

    It finds your calendar and creates the entry with time, matter and location.

  • “What time has been recorded on matter 00123 this month?”

    It lists the time and expense entries for the matter between the dates.

254 tools for Clio

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • create_a_new_activitydescriptionChanges dataCreate a new task. Required: data. Search tasks first to avoid duplicates. API summary: Create a new ActivityDescription.
  • create_a_new_activityrateChanges dataCreate a new task. Required: data. Search tasks first to avoid duplicates. API summary: Create a new ActivityRate.
  • create_a_new_calendar_entry_event_typeChanges dataCreate a new page. Required: data. Search pages first to avoid duplicates. API summary: Create a new calendar entry event type.
  • create_a_new_cliopaymentslinkChanges dataCreate a new payment. Required: data. API summary: Create a new ClioPaymentsLink.
  • create_a_new_commentChanges dataCreate a new message. Required: data. Search messages first to avoid duplicates. API summary: Create a new Comment.
  • create_a_new_documentChanges dataCreate a new document. Required: data. Search documents first to avoid duplicates.
  • create_a_new_documentautomationChanges dataCreate a new document. Required: data. Search documents first to avoid duplicates. API summary: Create a new DocumentAutomation.
  • create_a_new_documentcategoryChanges dataCreate a new document. Required: data. Search documents first to avoid duplicates. API summary: Create a new DocumentCategory.
  • create_a_new_documenttemplateChanges dataCreate a new document. Required: data. Search documents first to avoid duplicates. API summary: Create a new DocumentTemplate.
  • create_a_new_noteChanges dataCreate a new message. Required: data. Search messages first to avoid duplicates. API summary: Create a new Note.
  • create_a_new_tasktemplateChanges dataCreate a new task. Required: data. Search tasks first to avoid duplicates. API summary: Create a new TaskTemplate.
  • create_a_new_tasktemplatelistChanges dataCreate a new task. Required: data. Search tasks first to avoid duplicates. API summary: Create a new TaskTemplateList.
  • create_a_new_tasktypeChanges dataCreate a new task. Required: data. Search tasks first to avoid duplicates. API summary: Create a new TaskType.
  • create_accountChanges dataCreate a new account. Required: data. API summary: Create a new BankAccount.
  • create_activityChanges dataRecord a time entry or expense: pass `data` with `type` (TimeEntry or ExpenseEntry), `date`, `quantity`, `matter`, `note` and optional `price`.
  • create_addressChanges dataCreate a new address. Required: data. API summary: Create a new SafeCustodyPacketLocation.
  • create_calendar_entryChanges dataCreate a calendar entry: pass `data` with `summary`, `start_at`, `end_at`, `calendar_owner` ({id} of a calendar), and optional `matter`, `location`, `attendees` and `description`.
  • create_calendars_jsonChanges dataCreate a new calendars json. Required: data. Search calendars jsons first to avoid duplicates.
  • create_categoryChanges dataCreate a new category. Required: data. Search categories first to avoid duplicates. API summary: Create a new ExpenseCategory.
  • create_communications_jsonChanges dataCreate a new communications json. Required: data. Search communications jsons first to avoid duplicates.
  • create_contactChanges dataCreate a contact: pass `data` with `type` (Person or Company), `name` or first/last name, and optional emails, phones and addresses.
  • create_custom_actions_jsonChanges dataCreate a new custom actions json. Required: data. API summary: Create a new CustomAction.
  • create_custom_field_sets_jsonChanges dataCreate a new custom field sets json. Required: data. Search custom field sets jsons first to avoid duplicates. API summary: Create a new CustomFieldSet.
  • create_custom_fields_jsonChanges dataCreate a new custom fields json. Required: data. Search custom fields jsons first to avoid duplicates. API summary: Create a new CustomField.
  • create_damages_jsonChanges dataCreate a new damages json. Required: data. API summary: Creating a Damage.
  • create_documentChanges dataCreate a new document. Required: data. Search documents first to avoid duplicates. API summary: Create a new DocumentArchive.
  • create_folders_jsonChanges dataCreate a new folders json. Required: data. Search folders jsons first to avoid duplicates.
  • create_grant_funding_sources_jsonChanges dataCreate a new grant funding sources json. Required: data. Search grant funding sources jsons first to avoid duplicates.
  • create_grants_jsonChanges dataCreate a new grants json. Required: data. Search grants jsons first to avoid duplicates.
  • create_groups_jsonChanges dataCreate a new groups json. Required: data. Search groups jsons first to avoid duplicates.
  • create_matterChanges dataCreate a matter: pass `data` with `client` ({id}), `description`, and optional status, practice area, responsible attorney and open date.
  • create_matter_dockets_jsonChanges dataCreate a new matter dockets json. Required: data. Search matter dockets jsons first to avoid duplicates. API summary: Creates a matter docket.
  • create_matter_transfers_jsonMoves moneyCreate a new matter transfers json. Required: data. Financial or irreversible action; may require approval. API summary: Create a new MatterTransfer.
  • create_medical_records_details_jsonChanges dataCreate a new medical records details json. Required: data. API summary: Creating a Medical Records Detail, Medical Records and Medical Bills.
  • create_messageVisible to othersCreate a new message. Required: data. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Create a new ConversationMessage.
  • create_packets_jsonChanges dataCreate a new packets json. Required: data. API summary: Create a new SafeCustodyPacket.
  • create_paymentChanges dataCreate a new payment. Required: data. API summary: Create a new BankTransaction.
  • create_practice_areas_jsonChanges dataCreate a new practice areas json. Required: data. Search practice areas jsons first to avoid duplicates. API summary: Create a new PracticeArea.
  • create_record_state_changes_jsonChanges dataCreate a new state changes json for a record. Required: data. API summary: Transition the custody state of a SafeCustodyRecord.
  • create_records_jsonChanges dataCreate a new records json. Required: data. API summary: Create a new SafeCustodyRecord.
  • create_relationships_jsonChanges dataCreate a new relationships json. Required: data.
  • create_reminders_jsonChanges dataCreate a new reminders json. Required: data.
  • create_report_preset_generate_report_jsonChanges dataCreate a new generate report json for a report preset. API summary: Generate a new report for a given preset.
  • create_report_presets_jsonChanges dataCreate a new report presets json. Required: data. Search report presets jsons first to avoid duplicates. API summary: Create a new ReportPreset.
  • create_report_schedules_jsonChanges dataCreate a new report schedules json. Required: data. API summary: Create a new ReportSchedule.
  • create_reports_jsonChanges dataCreate a new reports json. Required: data. Search reports jsons first to avoid duplicates.
  • create_taskChanges dataCreate a task: pass `data` with `name`, `description`, `assignee` ({id, type}), optional `matter`, `due_at` and `priority`.
  • create_tax_rate_configurations_jsonChanges dataCreate a new tax rate configurations json. Required: data. API summary: Create a new TaxRateConfiguration.
  • create_text_snippets_jsonChanges dataCreate a new text snippets json. Required: data. Search text snippets jsons first to avoid duplicates. API summary: Create a text snippet.
  • create_timer_jsonChanges dataCreate a new timer json. Required: data.
  • create_trust_requests_jsonChanges dataCreate a new trust requests json. Required: data. API summary: Create a new TrustRequest.
  • create_webhooks_jsonDeletesCreate a new webhooks json. Required: data. Destructive action; may require approval.
  • delete_a_single_activitydescriptionMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single ActivityDescription.
  • delete_a_single_activityrateMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single ActivityRate.
  • delete_a_single_bankaccountMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single BankAccount.
  • delete_a_single_banktransactionMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single BankTransaction.
  • delete_a_single_calendarMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Calendar.
  • delete_a_single_calendar_entry_event_typeMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single calendar entry event type.
  • delete_a_single_calendarentryMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single CalendarEntry.
  • delete_a_single_commentMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Comment.
  • delete_a_single_communicationMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Communication.
  • delete_a_single_contactMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Contact.
  • delete_a_single_customactionMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single CustomAction.
  • delete_a_single_customfieldMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single CustomField.
  • delete_a_single_customfieldsetMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single CustomFieldSet.
  • delete_a_single_documentMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Document.
  • delete_a_single_documentcategoryMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single DocumentCategory.
  • delete_a_single_documenttemplateMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single DocumentTemplate.
  • delete_a_single_expensecategoryMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single ExpenseCategory.
  • delete_a_single_folderMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Folder.
  • delete_a_single_grant_funding_sourceMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single grant funding source.
  • delete_a_single_groupMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Group.
  • delete_a_single_interestchargeMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single InterestCharge.
  • delete_a_single_lineitemMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single LineItem.
  • delete_a_single_matterMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Matter.
  • delete_a_single_noteMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Note.
  • delete_a_single_practiceareaMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single PracticeArea.
  • delete_a_single_relationshipMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Relationship.
  • delete_a_single_reminderMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Reminder.
  • delete_a_single_reportpresetMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single ReportPreset.
  • delete_a_single_reportscheduleMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single ReportSchedule.
  • delete_a_single_taskMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Task.
  • delete_a_single_tasktemplateMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single TaskTemplate.
  • delete_a_single_tasktemplatelistMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single TaskTemplateList.
  • delete_a_single_taxrateconfigurationMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single TaxRateConfiguration.
  • delete_a_single_webhookMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Webhook.
  • delete_or_void_a_billMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete or void a Bill.
  • delete_timer_jsonsMoves moneyPermanently delete a timer json. Financial or irreversible action; may require approval. API summary: Delete a single Timer.
  • delete_usersMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete a single Activity.
  • delete_users_damage_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Deleting a Damage.
  • delete_users_grant_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Deletes a single grant.
  • delete_users_matter_docket_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Deletes the requested matter docket.
  • delete_users_medical_bill_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Destroying a Medical Bill.
  • delete_users_medical_record_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Destroying a Medical Record.
  • delete_users_medical_records_request_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Destroying a Medical Records Detail.
  • delete_users_my_event_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Clear (delete) a single in-app notification event.
  • delete_users_text_snippet_destroyMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Destroy a text snippet.
  • download_document_archive_jsonDownload the document for a document archive. API summary: Download the DocumentArchive. Will return a 303 See Other redirecting to the download URL for the DocumentArchive.
  • download_document_jsonDownload the document for a document. API summary: Download the Document. Will return a 303 See Other redirecting to the download URL for the Document.
  • download_document_template_jsonDownload the document for a document template. API summary: Get the contents of the DocumentTemplate.
  • download_report_jsonDownload the document for a report. API summary: Download the completed Report.
  • get_activityGet one activity (time or expense entry); pass its ID in `user_id`.
  • get_billGet one bill; pass the bill ID in `user_id`.
  • get_calendar_entryGet one calendar entry; pass its ID in `user_id`.
  • get_contactGet one contact; pass the contact ID in `user_id`.
  • get_current_userGet the signed-in Clio user (name, email, ID). Use to confirm which account you are working in.
  • get_documentGet one document's details; pass the document ID in `user_id`.
  • get_invoice_jsonGet one invoice by bill id. API summary: Returns the pre-rendered html for the Bill.
  • get_matterGet one matter; pass the matter ID in `user_id`.
  • get_matter_docket_jsonGet one matter docket. API summary: Preview calendar dates for the docket.
  • get_noteGet one note; pass the note ID in `user_id`.
  • get_taskGet one task; pass the task ID in `user_id`.
  • list_accountsList accounts. Optional filters: created since, ids, order, show empty accounts, status or type. Results are paginated. API summary: Return the data for all BankAccounts.
  • list_activitiesList activities (time entries and expense entries), filtered by `matter_id`, `user_id`, `type`, `start_date`/`end_date` or `status`.
  • list_addressesList addresses. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all SafeCustodyPacketLocations.
  • list_allocations_jsonsList allocations jsons. Optional filters: bill id, contact id, created since, ids, kind or matter id. Results are paginated. API summary: Return the data for all Allocations.
  • list_billing_jsonsList billing jsons. Optional filters: duration. API summary: Return the billing settings.
  • list_billsList bills, filtered by `state`, `status`, `client_id`, `matter_id`, issue or due dates, or `overdue_only`.
  • list_calendar_entriesList calendar entries, filtered by `from`/`to`, `matter_id`, `calendar_id` or `query`.
  • list_calendarsList the calendars you can see. Use to find a calendar ID for new entries.
  • list_codes_jsonsList codes jsons. Optional filters: created since, ids, order, type, updated since or utbms set id. Results are paginated. API summary: Return the data for all UtbmsCodes.
  • list_communicationsList logged communications (emails and phone calls), filtered by `matter_id`, `contact_id`, `user_id`, `type` or date.
  • list_contact_phone_numbers_jsonsList phone numbers jsons for a contact. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all PhoneNumbers.
  • list_credit_notesList credit notes. Optional filters: contact id, created since, ids, order or updated since. Results are paginated. API summary: Return the data for all CreditMemos.
  • list_currencies_jsonsList currencies jsons. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all Currencies.
  • list_custom_actions_jsonsList custom actions jsons. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all CustomActions.
  • list_customersList customers. Optional filters: contact id, last paid end date, last paid start date, newest bill due end date, newest bill due start date or originating attorney id. Results are paginated. API summary: Return the data for all OutstandingClientBalances.
  • list_damages_jsonsList damages jsons. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all Damages.
  • list_documentsList documents for a document. Optional filters: fully uploaded or id. Results are paginated. API summary: Return the data for all DocumentVersions.
  • list_documents_document_automation_indexList documents. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all DocumentAutomations.
  • list_documents_document_template_indexList documents. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all DocumentTemplates.
  • list_event_metrics_jsonsList event metrics jsons. Optional filters: contact id or matter id. API summary: Unread in-app notification events.
  • list_expense_categoriesSearch categories by name, practice area or region. Use this to find existing categories before creating a new category. Results are paginated. API summary: List Expense Categories.
  • list_folders_jsonList folders. Optional filters: contact id, created since, document category id, external property name, external property value or ids. Results are paginated. API summary: Return the data of the contents of a Folder.
  • list_invoicesList invoices. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all BillThemes.
  • list_lauk_civil_certificated_rates_jsonsList lauk civil certificated rates jsons. Optional filters: activity, activity sub category, attended several hearings for multiple clients, category of law, change of solicitor or court. Results are paginated. API summary: List Civil Certificated Rates.
  • list_lauk_civil_controlled_rates_jsonsList lauk civil controlled rates jsons. Optional filters: activity, category of law, matter type 1, matter type 2, rate type or region. Results are paginated. API summary: List Civil Controlled Rates.
  • list_lauk_criminal_controlled_rates_jsonsList lauk criminal controlled rates jsons. Optional filters: activity, category of law, counsel, court, rate type or region. Results are paginated. API summary: List Criminal Controlled Rates.
  • list_matter_contactsList the contacts linked to a matter by `matter_id`.
  • list_matter_contacts_2List contacts for a matter. Optional filters: order. Results are paginated. API summary: Return the related contact data for a single matter.
  • list_matter_customersList customers for a matter. API summary: Return the client data for a single matter.
  • list_matter_protected_funds_jsonsList protected funds jsons for a matter. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the protected funds for a single matter.
  • list_matter_stages_jsonsList matter stages jsons. Optional filters: created since, ids, practice area id or updated since. Results are paginated. API summary: Return the data for all MatterStages.
  • list_medical_records_details_jsonsList medical records details jsons. Optional filters: created since, ids, treatment end date, treatment start date or updated since. Results are paginated. API summary: Return the data for all Medical Records Details.
  • list_messagesList messages. Optional filters: archived, contact id, created since, date, for user or ids. Results are paginated. API summary: Return the data for all Conversations.
  • list_messages_comment_indexList messages. Optional filters: created since, item id or updated since. Results are paginated. API summary: Return the data for all Comments.
  • list_my_events_jsonsList my events jsons. Results are paginated. API summary: Return the data for all of my in-app notification events.
  • list_notesList notes of `type` Matter or Contact, filtered by `matter_id`, `contact_id` or `query`.
  • list_packets_jsonsList packets jsons. Optional filters: contact id, created since, ids or updated since. Results are paginated. API summary: Return the data for all SafeCustodyPackets.
  • list_pagesList pages. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all calendar entry event types.
  • list_pages_log_entry_indexList pages. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all LogEntries.
  • list_paymentsList payments. Optional filters: bank account id, client id, created since, ids, matter id or order. Results are paginated. API summary: Return the data for all BankTransactions.
  • list_payments_clio_payments_link_indexList payments. Optional filters: active, created since, ids or updated since. Results are paginated. API summary: Return the data for all ClioPaymentsLinks.
  • list_payments_clio_payments_payment_indexList payments. Optional filters: bill id, contact id, ids or state. Results are paginated. API summary: Return the data for all ClioPaymentsPayments.
  • list_payments_interest_charge_indexList payments. Optional filters: bill id, created since, exclude ids, ids or updated since. Results are paginated. API summary: Return the data for all InterestCharges.
  • list_productsList products. Optional filters: bill id, created since, ids, matter id, order or updated since. Results are paginated. API summary: Return the data for all TrustLineItems.
  • list_rate_tables_jsonsList rate tables jsons. Optional filters: created since, currency id, ids, order, status or updated since. Results are paginated. API summary: Return the rate tables visible to the current user.
  • list_records_jsonsList records jsons. Optional filters: created since, ids, packet id, state or updated since. Results are paginated. API summary: Return the data for all SafeCustodyRecords.
  • list_relationships_jsonsList relationships jsons. Optional filters: contact id, created since, ids, matter id or updated since. Results are paginated. API summary: Return the data for all Relationships.
  • list_reminders_jsonsList reminders jsons. Optional filters: created since, ids, notification method id, order, state or subject id. Results are paginated. API summary: Return the data for all Reminders.
  • list_report_schedules_jsonsList report schedules jsons. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all ReportSchedules.
  • list_service_types_jsonsList service types jsons. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all service types.
  • list_sets_jsonsList sets jsons. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all the utbms sets.
  • list_task_calendars_jsonsList task calendars jsons. Optional filters: created since, ids or updated since. Results are paginated. API summary: Return the data for all CalendarVisibilities.
  • list_tasksList tasks. Optional filters: co counsel contact id, contact id, created since, ids or updated since. Results are paginated. API summary: Return the data for all ActivityRates.
  • list_tasks_activity_description_indexList tasks. Optional filters: created since, flat rate, ids, rate for matter id, rate for user id or type. Results are paginated. API summary: Return the data for all ActivityDescriptions.
  • list_tax_rate_configurations_jsonsList tax rate configurations jsons. Optional filters: created since, ids, include system, order or updated since. Results are paginated. API summary: Return the data for all TaxRateConfigurations.
  • list_timer_jsonsList timer jsons. API summary: Return the data for a single Timer.
  • list_usersList users in the firm, filtered by `name`, `role` or `enabled`. Use to find a user ID.
  • list_users_activity_description_showList users. API summary: Return the data for a single ActivityDescription.
  • list_users_activity_rate_showList users. API summary: Return the data for a single ActivityRate.
  • list_users_allocation_showList users. API summary: Return the data for a single Allocation.
  • list_users_bank_account_showList users. API summary: Return the data for a single BankAccount.
  • list_users_bank_transaction_showList users. API summary: Return the data for a single BankTransaction.
  • list_users_bank_transfer_showList users. API summary: Return the data for a single BankTransfer.
  • list_users_calendar_entry_event_type_showList users. API summary: Return the data for a single calendar entry event type.
  • list_users_calendar_showList users. API summary: Return the data for a single Calendar.
  • list_users_calendar_visibility_showList users. API summary: Return the data for a single CalendarVisibility.
  • list_users_clio_payments_link_showList users. API summary: Return the data for a single ClioPaymentsLink.
  • list_users_clio_payments_payment_showList users. API summary: Return the data for a single ClioPaymentsPayment.
  • list_users_comment_showList users. API summary: Return the data for a single Comment.
  • list_users_communication_showList users. API summary: Return the data for a single Communication.
  • list_users_conversation_message_showList users. API summary: Return the data for a single ConversationMessage.
  • list_users_conversation_showList users. API summary: Return the data for a single Conversation.
  • list_users_credit_memo_showList users. API summary: Return the data for a single CreditMemo.
  • list_users_custom_action_showList users. API summary: Return the data for a single CustomAction.
  • list_users_custom_field_set_showList users. API summary: Return the data for a single CustomFieldSet.
  • list_users_custom_field_showList users. API summary: Return the data for a single CustomField.
  • list_users_damage_showList users. API summary: Return a specific Damage.
  • list_users_document_archive_showList users. API summary: Return the data for a single DocumentArchive.
  • list_users_document_automation_showList users. API summary: Return the data for a single DocumentAutomation.
  • list_users_document_category_showList users. API summary: Return the data for a single DocumentCategory.
  • list_users_document_template_showList users. API summary: Return the data for a single DocumentTemplate.
  • list_users_expense_category_showList users. API summary: Return the data for a single ExpenseCategory.
  • list_users_folder_showList users. API summary: Return the data for a single Folder.
  • list_users_grant_showList users. API summary: Return the data for a single grant.
  • list_users_group_showList users. API summary: Return the data for a single Group.
  • list_users_jurisdiction_showList users. API summary: Return the data for the jurisdiction.
  • list_users_jurisdictions_to_trigger_showList users. API summary: Return the data for the trigger.
  • list_users_matter_docket_showList users. API summary: Return the data for the matter docket.
  • list_users_matter_transfer_showList users. API summary: Return the data for a single MatterTransfer.
  • list_users_medical_records_request_showList users. API summary: Return the data for a single Medical Records Detail.
  • list_users_practice_area_showList users. API summary: Return the data for a single PracticeArea.
  • list_users_rate_table_showList users. API summary: Return a single rate table.
  • list_users_relationship_showList users. API summary: Return the data for a single Relationship.
  • list_users_reminder_showList users. API summary: Return the data for a single Reminder.
  • list_users_report_preset_showList users. API summary: Return the data for a single ReportPreset.
  • list_users_report_schedule_showList users. API summary: Return the data for a single ReportSchedule.
  • list_users_report_showList users. API summary: Return the data for a single Report.
  • list_users_safe_custody_packet_showList users. API summary: Return the data for a single SafeCustodyPacket.
  • list_users_safe_custody_record_showList users. API summary: Return the data for a single SafeCustodyRecord.
  • list_users_service_type_showList users. API summary: Return the data for the service type.
  • list_users_task_template_list_showList users. API summary: Return the data for a single TaskTemplateList.
  • list_users_task_template_showList users. API summary: Return the data for a single TaskTemplate.
  • list_users_task_type_showList users. API summary: Return the data for a single TaskType.
  • list_users_tax_rate_configuration_showList users. API summary: Return the data for a single TaxRateConfiguration.
  • list_users_text_snippet_showList users. API summary: Return the data for the text snippet.
  • list_users_user_showList users. API summary: Return the data for a single User.
  • list_users_utbms_code_showList users. API summary: Return the data for a single UtbmsCode.
  • list_users_webhook_showList users. API summary: Return the data for a single Webhook.
  • list_webhooks_jsonsList webhooks jsons. Optional filters: created since, ids, order or updated since. Results are paginated. API summary: Return the data for all Webhooks.
  • search_billable_matters_jsonsSearch billable matters jsons by client id, custom field values, end date, matter id, originating attorney id or query. Use this to find existing billable matters jsons before creating a new billable matters json. Results are paginated. API summary: Return the data for all BillableMatters.
  • search_categoriesSearch categories by created since, entry type, order, query or updated since. Use this to find existing categories before creating a new category. Results are paginated. API summary: Return the data for all ExpenseCategories.
  • search_contactsSearch contacts (people and companies) by `query`, `type`, `client_only` or `email_only`. Use this to find a contact ID.
  • search_custom_field_sets_jsonsSearch custom field sets jsons by created since, displayed, ids, order, parent type or query. Use this to find existing custom field sets jsons before creating a new custom field sets json. Results are paginated. API summary: Return the data for all CustomFieldSets.
  • search_custom_fields_jsonsSearch custom fields jsons by created since, deleted, field type, ids, order or parent type. Use this to find existing custom fields jsons before creating a new custom fields json. Results are paginated. API summary: Return the data for all CustomFields.
  • search_customersSearch customers by client id, custom field values, end date, matter id, originating attorney id or query. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Return the data for all BillableClients.
  • search_documentsSearch documents by `query`, `matter_id`, `contact_id` or category.
  • search_documents_document_category_indexSearch documents by created since, ids, order, query or updated since. Use this to find existing documents before creating a new document. Results are paginated. API summary: Return the data for all DocumentCategories.
  • search_folders_jsonsSearch folders jsons by contact id, created since, document category id, external property name, external property value or ids. Use this to find existing folders jsons before creating a new folders json. Results are paginated. API summary: Return the data for all Folders.
  • search_grant_funding_sources_jsonsSearch grant funding sources jsons by created since, ids, name or updated since. Use this to find existing grant funding sources jsons before creating a new grant funding sources json. Results are paginated. API summary: Return the data for all grant funding sources.
  • search_grants_jsonsSearch grants jsons by created since, ids, name or updated since. Use this to find existing grants jsons before creating a new grants json. Results are paginated. API summary: Return the data for all grants.
  • search_groups_jsonsSearch groups jsons by archived, created since, ids, name, order or query. Use this to find existing groups jsons before creating a new groups json. Results are paginated. API summary: Return the data for all Groups.
  • search_ids_jsonsSearch ids jsons by client id, custom field values, end date, matter id, originating attorney id or query. Use this to find existing ids jsons before creating a new ids json. Results are paginated. API summary: Returns the unique identifiers of all BillableMatter.
  • search_jurisdiction_triggers_jsonsSearch triggers jsons for a jurisdiction by created since, ids, is requirements required, is served, order or query. Use this to find existing triggers jsons before creating a new triggers json. Results are paginated. API summary: Return the data for all triggers.
  • search_jurisdictions_jsonsSearch jurisdictions jsons by created since, for current account, ids, order, query or updated since. Use this to find existing jurisdictions jsons before creating a new jurisdictions json. Results are paginated. API summary: Return the data for all jurisdictions.
  • search_matter_dockets_jsonsSearch matter dockets jsons by created since, ids, matter id, matter status, order or query. Use this to find existing matter dockets jsons before creating a new matter dockets json. Results are paginated. API summary: Return the data for all matter dockets.
  • search_mattersSearch matters by `query` (number or description), `status`, `client_id`, `responsible_attorney_id`, practice area or dates. Use this to find a matter ID.
  • search_messagesSearch messages by conversation id, created since, ids, order, query or updated since. Use this to find existing messages before creating a new message. Results are paginated. API summary: Return the data for all ConversationMessages.
  • search_practice_areas_jsonsSearch practice areas jsons by code, created since, ids, matter id, name or order. Use this to find existing practice areas jsons before creating a new practice areas json. Results are paginated. API summary: Return the data for all PracticeAreas.
  • search_productsSearch products by activity id, bill id, created since, display, display order or exclude ids. Use this to find existing products before creating a new product. Results are paginated. API summary: Return the data for all LineItems.
  • search_report_presets_jsonsSearch report presets jsons by category, created since, has schedule, ids, order or output format. Use this to find existing report presets jsons before creating a new report presets json. Results are paginated. API summary: Return the data for all ReportPresets.
  • search_reports_jsonsSearch reports jsons by category, created before, created since, ids, kind or output format. Use this to find existing reports jsons before creating a new reports json. Results are paginated. API summary: Return the data for all Reports.
  • search_tasksSearch tasks by `query`, `status`, `matter_id`, `assignee_id`, `priority` or due date range.
  • search_tasks_task_template_indexSearch tasks by created since, ids, order, priority, query or task template list id. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Return the data for all TaskTemplates.
  • search_tasks_task_template_list_indexSearch tasks by created since, empty, ids, order, practice area id or query. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Return the data for all TaskTemplateLists.
  • search_tasks_task_type_indexSearch tasks by created since, enabled, ids, name, order or query. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Return the data for all TaskTypes.
  • search_text_snippets_jsonsSearch text snippets jsons by created since, ids, order, query or updated since. Use this to find existing text snippets jsons before creating a new text snippets json. Results are paginated. API summary: Return all text snippets.
  • send_contact_addresses_jsonVisible to othersEmail a contact (contact id). Has effects visible outside this system. Results are paginated. API summary: Return the data for all EmailAddresses.
  • submit_document_jsonVisible to othersCopy a document (document id). Has effects visible outside this system.
  • submit_invoiceVisible to othersMark as sent json a invoice (bill id). Has effects visible outside this system. API summary: Mark a Bill as sent.
  • submit_task_jsonVisible to othersCopy a task (task template list id). Has effects visible outside this system. API summary: Copy a TaskTemplateList.
  • update_activityVisible to othersUpdate a time entry or expense; pass its ID in `user_id` and the changed fields in `data`.
  • update_version_as_latest_version_jsonChanges dataUpdate an existing version identified by document version id. API summary: Save a specific document version as the latest version of the document.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Clio from the app list.

  2. 2

    Paste your key

    Paste the app key and app secret from your own Clio developer application, then sign in to Clio once. Sign in to the Clio Manage Developer Portal (developers.clio.com) and create a new Developer Application. Enter a name and website URL, add the redirect URI https://heymyapps.com/oauth/callback, accept the Developer Terms and tick the permissions the AI may use. Save, and copy the app key and secret into HeyMyApps. This works for US Clio accounts (app.clio.com).

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Clio?

It can read users, matters and their contacts, contacts, time and expense entries, tasks, notes, calendars and calendar entries, bills, documents and logged communications. It can create matters, contacts, tasks and calendar entries, and create and update time and expense entries.

Does the AI see my Clio credentials?

No. Your Clio app secret and the access from your Clio sign-in are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Time entries, matters and calendar entries the AI creates go straight into your firm's records, so these tools can require your approval before they run. The permissions you tick on your Clio developer application also limit what the AI can reach. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Clio connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Clio account.

Does it work with Clio accounts outside the US?

This connection is set up for US Clio accounts at app.clio.com. Clio runs separate regions, and each region needs its own developer application, so accounts in other regions are not covered by this connection.

Related integrations

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