• CONTACTS
  • MATTERS
  • DIRECTORY
  • HUMAN

How to manage client and matter data with your AI

Connect Clio to your AI client once. From then on, you can update your firm's records just by talking to your agent.

Ask AI about this page

Short answer

How can I manage my Clio data with AI?

You can tell your AI to create new contacts, open matters, or find existing people in your directory. This lets you handle core Clio tasks through a chat interface. You'll see exactly how these actions land in your system below.

Data destinations

Where your updates land.

Your AI sends your instructions directly to Clio.

CONTACTS

New contact entries

The AI adds new people to your directory. You get updated contact lists without manual data entry.

MATTERS

New matter creation

The AI opens new matters for your cases. Your matter list stays current as you work.

DIRECTORY

Client lookups

The AI finds specific people in your database. You get the information you need without searching through menus.

HUMAN

Manual oversight

The AI performs the entry, but you decide which details are correct. You maintain final control over your firm's data.

The workflow

What your AI does when you ask.

Your agent interprets your requests and executes the corresponding Clio tools.

  1. Find existing people

    The AI checks your current directory to see if the person you mentioned is already listed.

    search_contacts

  2. Create new contacts

    If the person is new, the AI builds their profile in Clio.

    create_contact

  3. Open new matters

    The AI sets up a new matter record once the contact is identified.

    create_matter

  4. Verify the work

    The AI confirms the matter is successfully created and ready for use.

    create_matter

Try it

Copy these to start.

Use these prompts to trigger actions in Clio.

Starting points

Swap out the names and email addresses for your actual client information.

Clio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact for Marcus Thorne with the email m.thorne@example.com

  • Open a new matter for the Henderson case regarding the contract dispute

  • Search my contacts for a client named Elena Rodriguez

  • Add a new contact for Blue Sky Inc and open a matter for their upcoming litigation

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clio once, then ask.

Follow the link to connect your account. Your login stays encrypted on our side, and you can find the full walkthrough on the Connector page.

Connect Clio to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my existing contacts?

    No. The AI can only create new contacts or search for existing ones. It cannot delete any data from Clio.

  • 02

    Can the AI edit a matter that is already open?

    No. The AI is limited to creating new matters. It cannot modify or update information in existing matters.

  • 03

    Will the AI create duplicate contacts?

    The AI uses search tools to check for existing people first, but you should always verify the results to ensure accuracy.

  • 04

    Does this work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can I ask the AI to summarize my matters?

    No. The current tools are designed for creating and searching data, not for reading or summarizing matter history.

  • More questions about Clio? The Connector page answers them. See everything the Clio Connector can do

Connect Clio to Claude, Cursor, ChatGPT & more