Clio Manage
Clio Manage legal practice management for US, EU, Canada, and Australia accounts. Manage clients, matters, calendars, tasks, time, and billing.
Verdict
Common use cases
- Log billable hours during client calls
- Create intake matters from email threads
- Assign task templates to new cases
- Record phone communications in client files
- Pull case timelines for court prep
Integration
- Vendor
- Clio Manage
- Category
- other
- Auth
- OAUTH2
- Tools
- 50
- Composio slug
clio_manage
Tools
- Assign Task Template List
Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retry a rejected write. Clio does not return guaranteed generate
- Create Activity
Create a Clio time or expense activity. Requires Clio's Activities write permission.
- Create Calendar
Create a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.
- Create Calendar Entry
Create a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calendars write permission.
- Create Communication
Record a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported. Requires Communications write permission in the Clio develop
- Create Contact
Create a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires first_name or last_name. Requires Clio's Contacts write permission.
- Create Document Template
Upload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE. Requires Documents write permission.
- Create Document Upload Initiation
Create only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an existing document. Upload without Clio OAuth, then use a separat
- Create Matter
Create a Clio matter for a client. Requires Clio's Matters write permission.
- Create Matter Folder
Create a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent. Requires Documents write permission.
- Create Matter Note
Create a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access in the Clio developer application.
- Create Non-Empty Task Template List
Create a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Templates are private, non-cascading, plain text, and have no reminders; this doe
- Create Task
Create a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATE_TASK with status complete. Requires Clio's Tasks write permission.
- Delete Activitydestructive
Permanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.
- Delete Billdestructive
Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payments. Unpaid bills must use Void Bill. Requires Billing write p
- Delete Calendardestructive
Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not check whether the calendar contains entries, and Clio does not d
- Delete Calendar Entrydestructive
Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because Clio would email them. Clio DELETE has no atomic ETag guard,
- Delete Communicationdestructive
Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission.
- Delete Contactdestructive
Permanently delete one Clio contact by ID. Requires Clio's Contacts write permission.
- Delete Documentdestructive
Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write permission.
- Delete Document Templatedestructive
Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.
- Delete Folderdestructive
Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Documents write permission.
- Delete Matterdestructive
Permanently delete one Clio matter by ID. Requires Clio's Matters write permission.
- Delete Notedestructive
Permanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.
- Delete Taskdestructive
Permanently delete one Clio task by ID. Requires Clio's Tasks write permission.
- Delete Task Template Listdestructive
Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write permission.
- Download Document
Download the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to the signed download host. Requires Documents read permission.
- Find Bill
Exhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide client_id, matter_id, or invoice_number; state only narrows that lookup. All supplied criteria are combined with AND; duplicate exact bills are r
- Find Company Contact
Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
- Find Contact by Custom Field
Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions.
- Find Matter
Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status. All collection results are exact-filtered; multiple matches are reported as ambiguous. Requ
- Find Matter by Custom Field
Validate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match. Requires Custom Fields and Matters read permissions.
- Find Newest Matter by Client Email
Resolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break. If any candidate lacks a valid created_at, return comparison_incomplete and do not selec
- Find or Create Company Contact
Exhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
- Find or Create Matter
Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identity, create only when absent, then repeat the exhaustive s
- Find or Create Person Contact
Exhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
- Find Person Contact
Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
- Find User
Find one Clio user using a single selector: user_id, email, or full name. enabled and include_co_counsel apply only to email or name searches. ID uses the documented single-user endpoint; email and name searches exhaust all id-ascending pag
- Generate Document From Template
Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Documents; completed returns those documents, failed or empty r
- Get Activity
Get one Clio time or expense activity by ID, including billing state and its user and matter references.
- Get Bill
Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.
- Get Calendar
Get one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application.
- Get Calendar Entry
Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio developer application.
- Get Communication
Retrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.
- Get Contact
Get one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission on the Clio developer application.
- Get Current User
Return the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer application.
- Get Document
Get one Clio document and its latest-version metadata by ID. Requires Documents read permission.
- Get Folder
Retrieve one Clio folder by ID. Requires Documents read permission.
- Get Matter
Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.
- Get Matter Client
Retrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.
Setup
Setup guide
- 11. Open your Switchy workspace settings and navigate to the Integrations tab. 2. Click 'Add Integration' and select Clio Manage from the CRM category. 3. You'll be redirected to Clio's OAuth consent screen—sign in with your Clio credentials. 4. Clio will request permissions for Activities, Calendars, Communications, Contacts, Documents, Matters, and Tasks—review each scope and approve. 5. After authorization, Switchy redirects you back and confirms the connection. 6. Open any Project in your workspace and type '@Clio Manage' in the chat to see available tools. 7. Test the connection by asking '@Clio Manage list my recent matters' or '@Clio Manage show open tasks assigned to me'. 8. If the MCP returns data, the integration is live and ready for your team to use.
What teammates see: by default, memories from Clio Manage are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Time Entry
@Clio Manage create a time entry for 1.5 hours of legal research on the Smith v. Jones matter, billable at my standard rate, dated today.
Create New Matter
@Clio Manage create a new matter for client Jane Doe, practice area Family Law, case description 'Custody modification petition', and assign it to me.
Schedule Court Hearing
@Clio Manage schedule a calendar entry for the Martinez hearing on June 15 at 10am in Department 3, duration 2 hours, and link it to the Martinez matter.
Record Client Call
@Clio Manage record a phone communication with client Tom Lee today at 2pm, duration 20 minutes, subject 'Discovery status update', and attach it to the Lee v. State matter.
Assign Task Checklist
@Clio Manage assign the 'Personal Injury Intake' task template list to the Johnson matter, creating all tasks without sending assignee notifications.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Clio Manage show me all open matters for client Acme Corp where the lead attorney is Sarah Chen
Found 4 open matters for Acme Corp with Sarah Chen as lead attorney: 1. Employment Agreement Review (Matter #2401-EC) — opened Jan 15, 2024, billable $8,450 to date 2. Trademark Opposition Filing (Matter #2403-TO) — opened Mar 3, 2024, billable $12,200 to date 3. Vendor Contract Dispute (Matter #2404-VC) — opened Apr 10, 2024, billable $3,100 to date 4. Board Resolution Drafting (Matter #2405-BR) — opened May 2, 2024, billable $950 to date All matters are in active status. Total billable across these matters: $24,700.
This read-heavy query demonstrates Clio's matter-search and client-linking capabilities. Requires Clio's Matters read permission. The MCP filters by contact relationship and user assignment; actual response structure depends on your firm's custom fields and matter-naming conventions.
@Clio Manage create a calendar entry for client intake call with John Martinez tomorrow at 2pm, 30 minutes, and invite attorney Mike Torres
Created calendar entry "Client Intake Call – John Martinez" on your Clio calendar: • Date/Time: Tomorrow (June 14, 2024) at 2:00 PM • Duration: 30 minutes • Attendee: Mike Torres (internal) • Location: Not specified • Entry ID: cal_entry_89234 Note: Calendar notifications are disabled by this integration. John Martinez was not added as an attendee because Clio automatically emails contact attendees, which this tool avoids to prevent unintended outreach.
This write example shows calendar-entry creation with internal attendees only. The MCP intentionally excludes client contacts from attendee lists to avoid triggering Clio's automatic email notifications. Requires Calendars write permission. Always confirm meeting details separately with clients.
@Clio Manage review all communications logged for Matter #2403-TO in the past 30 days and draft a status email summarizing client touchpoints
Retrieved 7 communications for Matter #2403-TO (Trademark Opposition Filing) from May 15–June 13: • 3 phone calls with client (May 18, May 29, June 5) • 2 emails to opposing counsel (May 22, June 10) • 1 internal strategy meeting note (June 3) • 1 voicemail from USPTO examiner (June 12) **Draft Status Email:** Hi Acme team — Quick update on the trademark opposition. We've had three check-ins with you over the past month covering response strategy and timeline. We exchanged correspondence with opposing counsel twice and logged a recent USPTO examiner inquiry. Next milestone: our response brief is due June 28. Let's schedule a prep call by June 20.
This synthesis example pairs Clio's communication-log retrieval with AI reasoning to produce a client-facing summary. The MCP reads communication records but does not send emails—you review and send the draft manually. Requires Communications read permission. Communication logs reflect what your team recorded, not a complete interaction history.
Use-case deep-dives
When Clio Manage beats a spreadsheet for new client onboarding
A three-attorney family law practice runs intake calls twice a week. The paralegal creates the contact, opens the matter, logs the initial consultation as a communication, and assigns the standard intake task list—all while the client is still on the phone. Clio Manage's MCP handles this in one conversational thread: "Create contact for Sarah Chen, open a custody matter, log today's 30-minute consult, assign intake checklist." The 50-tool scope means you can also pull recent billing or check calendar conflicts without switching apps. This works when your firm runs on Clio's data model. If you're stitching together Calendly, Airtable, and QuickBooks, the integration tax is higher than the win.
Why this MCP closes the gap between Slack and timesheets
A four-person litigation team closes the month and needs to reconcile unbilled time before invoicing. The office manager asks Switchy: "Show me all activities logged to the Henderson matter this month with no invoice." The Create Activity and search tools surface the list in seconds, and she can create missing entries on the spot—"Log 2.5 hours for draft motion on the 18th, assigned to Mike." OAuth2 means each team member's entries stay attributed correctly. This scenario breaks down if your billing lives in a separate system or if you're reconciling across multiple practice-management tools. But if Clio is your system of record and your team bills in 15-minute increments, this MCP turns a two-hour spreadsheet slog into a ten-minute conversation.
When template automation justifies the 50-tool learning curve
A solo estate-planning attorney drafts 40 wills a month using Clio's document templates. She tells Switchy: "Generate a will from the standard template for the Martinez trust, populate it with contact details, and create a calendar entry for the signing next Tuesday." The Create Document Template and Create Calendar Entry tools chain the workflow without opening Clio's UI. The OAuth2 handshake is a one-time setup cost; after that, she's saving 90 seconds per document. This pays off at volume—if you're drafting fewer than 20 templated documents a month, the manual click-through is faster than teaching the MCP your template library. But at scale, this is the difference between finishing intake by 3 PM or 6 PM.
Frequently asked
What does the Clio Manage MCP let me do in Switchy?
It connects your Clio law practice management system so AI can create matters, log time entries, schedule calendar events, add contacts, and record communications without leaving the conversation. You get 50 tools covering activities, documents, tasks, billing, and case management. The MCP reads and writes Clio data through OAuth2, so changes sync immediately to your firm's account.
Which OAuth scopes does Clio Manage request during setup?
The MCP requests write permissions for Activities, Calendars, Communications, Contacts, Documents, and Tasks at minimum. Clio's OAuth flow shows exactly which scopes your firm is granting before you approve. Only firm admins or users with API access enabled in Clio can complete the connection. The token never expires unless you revoke it in Clio's integrations settings.
Can the Clio MCP send emails or make phone calls?
No. The Create Communication tool logs that a call or email happened in Clio's communication history, but it doesn't dial numbers or deliver messages. If you need AI to actually send client emails, use the Gmail or Outlook MCP alongside Clio. The Clio MCP is for recording billable communication after it occurs, not replacing your phone system.
How is this different from using Clio's web interface directly?
You describe what you need in plain language and the AI executes the Clio API calls—no clicking through forms or remembering where features live. Creating a matter with three tasks, a calendar entry, and a time log takes one prompt instead of five separate screens. The trade-off is you lose Clio's visual document preview and bulk-edit grids.
Who on my legal team should connect the Clio integration?
Whoever manages your firm's Clio account and understands which matters, contacts, and billing codes exist. That person's OAuth token determines what data the MCP can access. Other Switchy workspace members can then use the connection without needing their own Clio credentials, but they'll operate under the connected user's permissions and audit trail.