Clio MCP. Manage your entire legal practice, from billing to matters.

Clio MCP Server lets your AI agent handle your entire legal workflow. You manage matters, contacts, and billing without ever leaving your chat. You'll use your agent to get details on cases, track billing, and keep your firm's records straight. create_matter starts a new case record when you give it a case number, description, and the client's contact ID. create_activity logs billable time or records operational expenses using a date, quantity, and type.

You'll use create_contact to add a new contact, specifying if it's a person or a company. You can search for people or organizations using search_contacts, or find specific cases with search_matters. create_task sets a new task or deadline, and you can link it to a specific matter to keep it tracked.

You'll use get_matter to pull up all the details for a single case, including the client, practice area, and responsible attorney. get_contact fetches a contact's full info, including name, email, phone, and address. list_matters gives you a list of all cases, letting you filter by status, and you can also use list_contacts for a complete roster of everyone in your firm.

You can also use list_tasks to see all firm tasks, filtering by matter ID, which is great for court deadlines. create_note adds a note to a matter record, letting you document conversations or research. list_notes shows all case notes, filtering by matter ID, and you can use list_documents to pull a list of files for a matter, using the matter ID to filter them.

For billing, get_bill pulls up detailed info on a specific invoice, showing line items and due dates, while list_bills lists all firm invoices so you can track outstanding money. You'll use list_activities to see all time entries and expenses, filtering by matter ID, showing the date, hours, rate, and billing status. list_matter_stages shows the standard lifecycle stages for a matter, and list_practice_areas lists all the practice areas the firm handles.

You can also use list_calendar_entries to get a summary of scheduled events, including the location and linked legal matter. list_communications lists firm communications by subject, type, and date, linking them to a matter or contact. If you need to check up on the firm's people, list_users shows all internal users and attorneys, and list_users lets you see them.

You can also use list_matter_stages to understand a matter's current status. Finally, list_matter_stages helps you track a matter's progress through its lifecycle.