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Practice managementAI Office with Clio
Official Clio connection. Matters and contacts are created, documents filed, nothing deleted.
What AI does in Clio
- Creates contacts and matters from intake
- Files documents under the matter
- Books consultations
- Sends engagement letters and invoices
Integrations that use it
Phone
Every call answered, day and night
Email inbox
An inbox that answers itself
Documents
Paperwork typed in before you see it
Back office
Invoices, reminders and records kept in step
Questions
Do I need to move anything?
No. Clio stays where it is. AI Office reads and writes there through the official connection and you can revoke access from Clio at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from Clio are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do