Supercharge Clio with Relevance AI
Cloud-based legal practice management software for law firms. Manage matters, track time and tasks, create invoices, and streamline client communications.
What your agents can do with Clio
Pre-built Clio tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
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.
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.
Custom API call
Need something the pre-built steps don't cover? Call any Clio API endpoint directly with your connected account, using an API tool step.
Connect Clio in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Clio account
Authorize Relevance AI with one click using your Clio login. Authorize with your Clio login.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Clio tool step
Pick a Clio tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Clio to work in your agents
Connect Clio alongside 2,000+ other integrations and let your agents run the busywork.