Integrations · Clio
AI automation with Clio
Clio is legal practice management software. We build AI integrations with it per project: the written scope says what we connect, how, and with which permissions, and we run it after launch.
What is an AI integration with Clio?
It connects an AI agent or automation to Clio, so the agent can use information from it or pass information to it. What is connected, and with which permissions, is decided in the written scope.
What you get
Who it’s for
Teams that use Clio and want AI to work with it.
- 01A written scope that names what we connect to Clio and how
- 02An integration check before any build: official API scopes, permissions and vendor policies
- 03AI agents or automations that use only approved information
- 04A hand-off to a person when it matters
- 05Runbooks and recovery procedures, and we operate it after launch
Integration is checked, then scoped
Before we promise an integration we check what the vendor allows: the official API, the permissions it needs and the vendor policies. That check is the first step, and it is free to ask for.
We do not claim a partnership or certification with any vendor.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- Do you build Clio integrations?
- Yes. We scope each integration per project, check the official API, permissions and vendor policies first, and name what we connect in the written scope.
- Are you affiliated with Clio?
- No. Clio is a trademark of its owner, and this page does not claim a partnership or certification.
- How do we start?
- Book a free 30-minute call. We map the workflow, check what the integration would need and put the scope in writing.
- What does it cost?
- The first call is free. Custom work is quoted in writing before anything starts.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.