What your agents can do with Clio
6 pre-built Clio tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Matter
Updates an existing matter in Clio.
Create New Task
Creates a new task in Clio.
Create New Matter
Creates a new matter in Clio.
Triggers (3)
New Document (Instant)
Emit new event when a new document is created.
New Activity (Instant)
Emit new event when a new activity is created in Clio.
Bill State Updated (Instant)
Emit new event when the state of a bill has changed in Clio.
Set up Clio in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Clio account
In Relevance AI, open Integrations and add Clio. You will be sent to Clio to sign in and approve access, and the connection is stored against your workspace.
Use Clio in an agent
Create a tool, add a Clio tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Clio to work in your agents
Connect Clio alongside 1,800+ other integrations and let your agents run the busywork.