• MATTER INFO
  • PROGRESS
  • DEADLINES
  • HUMAN

How to track case status and deadlines with your AI

Connect Clio to your AI client once. From then on, you can query matter progress and task lists through a chat interface.

Ask AI about this page

Short answer

How can I track my case status and deadlines using AI?

Your AI pulls real-time matter details, current stages, and pending tasks from Clio. You get a clear view of your workload and upcoming court dates without leaving your chat window.

Where your data lands.

The outcomes of your queries.

The AI pulls specific information from Clio to answer your questions.

MATTER INFO

Matter details

The AI pulls specific matter information to give you a snapshot of a case. You get the context you need to understand the current state of a file.

PROGRESS

Case stage tracking

The AI identifies where a matter sits in its lifecycle. You can see exactly which phase a case is in without clicking through Clio menus.

DEADLINES

Task list visibility

The AI retrieves your pending tasks and upcoming deadlines. You can quickly see what needs your attention next.

HUMAN

Manual updates

The AI provides information but does not change your Clio data. You still handle all actual data entry and deadline scheduling in Clio itself.

The workflow

What your AI does when you ask for updates.

Your AI acts as a bridge between your chat interface and your Clio database.

  1. Identify the matter

    The AI finds the specific case you are asking about to ensure the data is accurate.

    get_matter

  2. Check case progress

    The AI looks at the current stage of the matter to tell you where the case stands.

    list_matter_stages

  3. Pull task lists

    The AI scans for tasks associated with the matter to find upcoming deadlines.

    list_tasks

  4. Report findings

    The AI summarizes the matter details, stages, and tasks into a plain text response for you.

    get_matter

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Replace the bracketed text with your actual matter names or task descriptions.

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

  • What is the current status of the [Matter Name] matter?

  • Show me all the pending tasks for [Matter Name].

  • What stage is the [Matter Name] case currently in?

  • List my upcoming deadlines for all matters.

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

Start here

Connect Clio once, then ask.

Just click the link to connect your account. Your login stays encrypted on our side, and you can find the full tool list on the Connector page.

Connect Clio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my deadlines in Clio?

    No. The AI can only read data from Clio. You must manually update or change deadlines within the Clio interface.

  • 02

    Can I create new matters through the chat?

    No. This Connector is designed for monitoring and retrieving existing matter information.

  • 03

    Does the AI see all my Clio data?

    The AI only accesses the specific data required to answer your questions using the provided tools.

  • 04

    Can the AI delete tasks for me?

    No. The AI has no capability to delete or modify any records in your Clio account.

  • 05

    How does the AI know which matter I mean?

    You should provide the matter name or ID in your prompt so the AI can target the correct record.

  • More questions about Clio? See everything the Clio Connector can do

Connect Clio to Claude, Cursor, ChatGPT & more