MCP Recipe for Legal Billing Automation.
Billable hours pulled, invoice created, payment link sent , your legal billing runs itself
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Here is what actually happens: your AI agent reads Clio activities for the billing period , every time entry with the matter name, description, hours, and billing rate.
It groups entries by matter and client. For the Santos divorce: 14.5 hours across 8 activities at $300/hr = $4,350.
The agent then creates a LawPay invoice with itemized line descriptions, the total amount, and the correct payment account (trust account for retainer replenishment, operating account for earned fees).
LawPay generates a secure payment link. The agent sends a Brevo email to the client: 'Ms. Santos , your June statement is ready.
Total: $4,350 for 14.5 hours. Click here to pay securely.' The client clicks, pays by card or bank transfer, and the transaction appears in LawPay.
No PDF attachments. No checks in the mail. No 60-day receivables.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Clio, LawPay and Brevo MCP servers so your AI agent reads billable activities and matter details from Clio, creates client invoices in LawPay with the correct trust or operating account, and sends a professional payment notification via Brevo email. Attorneys who dread month-end billing get a system that turns tracked time into paid invoices in minutes. Works for US firms using LawPay's trust-compliant payment processing.
Clio
triggerReads billable activities, matters, bills and contact details
list_activities list_bills get_bill list_matters Lawpay
actionCreates invoices and tracks payment transactions
create_invoice list_invoices list_transactions get_transaction Brevo
actionSends payment notification emails to clients
send_transactional_email list_crm_contacts create_crm_contact Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Clio, Lawpay & Brevo ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Solo practitioners in the US who track time in Clio but delay billing because creating invoices manually takes 3-4 hours each month
Small law firms with 2-5 attorneys who need trust-compliant payment processing and want to eliminate paper check collection
Litigation attorneys with high hourly rates who need clients to see and pay itemized invoices quickly to maintain cash flow
Personal injury firms handling pre-settlement costs where clients need clear invoices for expenses advanced against the case
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Clio, LawPay and Brevo. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and use any prompt.
Does LawPay handle trust account separation?
Yes. LawPay is designed for law firms , it separates trust (IOLTA) and operating accounts. Specify in your prompt which matters bill to trust and which bill to operating. The agent routes each invoice correctly.
Can I send invoices for only one client or matter?
Your prompt controls the scope. Ask for 'unbilled activities for the Santos matter only' or 'all matters in the Family Law practice area.' The agent processes exactly what you specify.
Is my financial and client data secure?
MCP servers authenticate through API keys or OAuth. Your agent only accesses Clio activities, LawPay invoices and Brevo contacts you have granted access to. Vinkius does not store your data. LawPay is PCI-compliant for payment processing.
Does this replace my billing software?
It connects your billing software. Clio tracks time, LawPay processes payments, Brevo delivers the notification. This workflow is the bridge that turns tracked hours into collected revenue.
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MCP servers used in this workflow
Clio
Clio MCP Server manages your entire legal practice and client lifecycle. Track cases, monitor contacts, and manage firm tasks using natural conversation from any AI agent. Access case details, billing records, and communications without leaving your chat interface.
LawPay
LawPay. Manage all legal payments and compliance from one place. This server connects your LawPay account to your AI client, letting you track client billing, monitor IOLTA trust accounts, and process payments and refunds using natural conversation. It handles everything a law firm needs to keep its finances compliant and running smoothly.
Brevo
Brevo MCP Server. Automate your full marketing and support stack from any chat client. Send transactional emails, dispatch SMS messages, and manage contacts—all without logging into a separate platform. Create new CRM profiles, update attributes, and list existing contacts using simple commands.