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Clio for Claude, ChatGPT and Copilot

Lawyers and staff at firms on Clio can ask Claude, ChatGPT or Copilot how much time is unbilled on a matter, what is on the calendar, which bills are more than 60 days overdue and where a trust balance has dropped below the retainer. Access follows the matters each person may already open. Trust money is never moved. The guided pilot starts with your billing and calendar data in Clio.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Clio?

Questions from managing partner, paralegal, legal bookkeeper and others, answered from live Clio data and only for the people allowed to see them.

Records it works with

  • Matters
  • Contacts
  • Time entries
  • Expenses
  • Bills
  • Trust balances
  • Tasks
  • Managing partner

    “Which matters have more than $5,000 of unbilled time as of today?”

  • Paralegal

    “What deadlines are on the calendar for the Delgado custody matter in the next two weeks?”

  • Legal bookkeeper

    “Which matters have a trust balance below the minimum retainer agreed with the client?”

  • Associate

    “How many hours did I record on the Pemberton estate matter this month?”

  • Office manager

    “Which bills are more than 60 days overdue, and for which clients?”

  • Intake coordinator

    “Do we already have a contact or matter for Rosalind Achebe or her company?”

Changes, governed

What the assistant can prepare in Clio

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Clio under a named person.

  • Draft a time entry from notes of a client call

    The lawyer confirms the entry; entries over three hours on one day need the billing partner to approve.

  • Create a task on a matter for a paralegal

    Tasks go to the paralegal already assigned to that matter, once the creator confirms the due date.

  • Prepare a draft bill from unbilled time on a matter

    The responsible attorney reviews the draft, and write-downs over 10% need the managing partner to approve.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Clio

Bar rules treat trust accounting and client confidences strictly, and Clio holds both. A lawyer only reaches matters they already work on. Time entries and draft bills appear on screen before anything is saved, write-downs over 10% go to the managing partner, and each lookup is logged against the matter it touched.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Clio records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Clio gets connected

We connect Clio for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Clio questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Clio administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Clio questions

Can the assistant record time in Clio for me?

It drafts a time entry with the matter, date, duration and narrative from your notes. You see the entry as a preview and confirm it, and entries above the limits your firm sets wait for the billing partner.

Does it work with Clio trust accounting?

It reads trust balances and transactions so staff can see which matters are below their retainer. It does not create trust transfers or payments, which stay with your bookkeeper in Clio.

Can it run a quick conflict search in Clio?

It can search contacts and matters for a name or company and list what it finds, which helps intake staff. That search supports your conflict check, while the decision stays with the lawyer who runs it.

Does mcpbizapps keep a copy of our Clio data?

No. When someone asks a question, mcpbizapps reads the answer live from Clio through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Clio is a trademark of its owner. mcpbizapps is not affiliated with Clio; the name describes the connection only.

Related

Often connected alongside Clio

All Legal apps

Part of Work, content and legal: Projects, knowledge, files, content, contracts and matters.

Start

Bring Clio into your AI assistant

Tell us how your team uses Clio, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Clio pilot

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