AI agents for Clio

Find matters

Lists matters, filtered by a search term (matched against the matter number and description and the client's name), status, client, practice area or responsible attorney, or changed since a time.

Get a matter

Reads one matter by its ID: number, description, status and dates, billing method, client reference, location, client, practice area, responsible and originating attorneys, stage.

Find contacts

Lists people and companies, filtered by a search term (matched against name, title, email, address, phone, website and company), type, or clients only.

Get a contact

Reads one person or company by its ID, with every email address, phone number and address, title, company, client flag and date of birth.

List tasks

Lists tasks, filtered by matter, assignee (a user), status, priority, due date range or a search term.

List time and expenses

Lists time entries and expenses, filtered by matter, user, type, billing status, a date range or a search over the note.

List notes

Lists the notes on a matter or on a contact, optionally only those whose text matches a search term.

List calendars

Lists the calendars the signed-in user can see: their own, the firm's and shared ones.

List calendar entries

Lists calendar entries between two times, optionally on one calendar or for one matter, with repeating events expanded.

List documents

Lists documents on a matter or a contact, or in a folder, optionally matching a name.

List bills

Lists bills, filtered by state (like awaiting_payment), overdue only, client, matter, or issue date range.

List users

Lists the firm's people in Clio, optionally only enabled ones or matching a name.

List practice areas

Lists the firm's practice areas (like Family or Litigation), optionally matching a name.

Open a matter

Opens a matter for a client contact with a description, and optionally a status (open by default), practice area, responsible and originating attorneys, open date, client reference and location.

Update a matter

Changes a matter by its ID: status (closing it sets the close date), description, practice area, responsible attorney, close date, client reference or location.

Add a contact

Adds a person (first and last name) or a company (name), with an email address, phone number, title and company.

Add a task

Adds a task for a firm user, with a name, description, due date, priority (Normal by default) and optionally a matter.

Record time

Records a time entry on a matter: the date, hours worked (like 1.5), a note, and optionally the user.

Add a note

Adds a note to a matter or to a contact, with a subject, the note text and a date (today by default).

Add a calendar entry

Adds an event to a calendar (find its ID with "List calendars"; a user's own calendar is their default_calendar_id in "List users"), with a summary, start and end times with their offset.

Record a call or email

Records a phone call or an email on a matter's communications log, with a subject, what was said or written, and when.