Clio is a comprehensive legal practice management software that helps legal professionals manage their matters, tasks, and client communications efficiently. With Relevance AI, you can elevate Clio's capabilities by incorporating AI-driven insights and automation into your legal operations.
Clio streamlines matter management and client interactions, while Relevance AI empowers these processes with AI Agents that can automate tasks and optimize workflows intelligently.
Intelligent Matter Orchestration
The AI agent seamlessly coordinates case workflows, document management, and client communications across the entire legal practice lifecycle.
Dynamic Document Intelligence
Automatically analyzes, categorizes, and routes legal documents while extracting key information for enhanced searchability and organization.
Workflow Acceleration
Reduces administrative overhead by automating routine tasks and creating intelligent task assignments based on matter context and team capacity.
Relevance AI seamlessly integrates with Clio to enhance legal workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Clio account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive credentials stored manually)
Security & Reliability
The Clio and Relevance AI integration streamlines legal workflows by automating matter management, task creation, and client interactions through a robust API-driven interface. This integration allows legal professionals to manage their workflows programmatically while leveraging Relevance AI's orchestration capabilities.
With secure OAuth-based authentication, the integration ensures that only authorized workflows can access your Clio data. Relevance AI manages API operations (like creating matters, tasks, and updating records) in the background, allowing you to focus on your legal practice without worrying about errors, formatting, or limits.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. The integration supports automated matter creation and management, streamlined task assignment and tracking, and provides a RESTful API for seamless interaction.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Clio + Relevance AI integration without writing code:
- Start with a well-structured Clio account: Organize matters and tasks with clear naming conventions and consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for automating matter creation and task management—perfect for quick implementation.
- Ensure proper OAuth setup: Double-check that you have the correct OAuth credentials and permissions configured for seamless integration.
- Test your API calls: Validate your requests with test data to catch errors before applying changes to live matters and tasks.
- Monitor API usage: Be aware of rate limits and implement strategies like exponential backoff to manage API calls effectively.
