Clio Connector for AI agents.

23 live capabilities

Manage your legal practice and firm operations through a direct connection to your case data.

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AI Agent

Why people use Clio

Clio for Legal Practice Management

This Connector changes the workflow. You can stay in your chat window and tell your agent to create the new matter, add the contact, and log your initial time. It handles the clicks and the data syncing so you can move on to the next task immediately.

What Vinkius changes

You get a direct bridge between your legal data and your AI agent.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

Missing a court deadline

A busy attorney asks the agent to list all tasks for a specific matter.
Real-world use case 02

Quick billing check

A partner wants to know how much time was spent on a corporate acquisition.
Real-world use case 03

New client intake

An admin needs to add a new company and start a case.

Complete set · 23capabilities

The complete Clio capability set.

These are the exact actions your AI can choose when you ask it to work with Clio.

Capability set01 / 06

01—04

4 capabilities in this set.

Part of 23 available through Clio.

01 Capability
Create contact
Add a new person or company to your directory. This keeps your CRM updated without manual entry.
02 Capability
Create matter
Set up a new legal case with a reference number and client. This ensures every new matter starts with the correct data.
03 Capability
Get contact
Pull up the phone, email, and address for any contact. Use this to quickly find info during a call.
04 Capability
List matters
See all your open, closed, or pending cases at once. It helps you get a bird's eye view of your current workload.

Capability set02 / 06

05—08

4 capabilities in this set.

Part of 23 available through Clio.

05 Capability
Create activity
Log a time entry or an expense against a matter. This makes tracking billable work much faster.
06 Capability
List tasks
See every deadline and to-do item for a specific case or the whole firm. It keeps your court dates organized.
07 Capability
Create task
Add a new deadline or a reminder for a filing. You can link it to a specific matter for better tracking.
08 Capability
List notes
Review all the notes you've taken on a specific case. This helps you catch up on previous strategy decisions.

Capability set03 / 06

09—12

4 capabilities in this set.

Part of 23 available through Clio.

09 Capability
Create note
Add a new note about a conversation or research finding. It keeps all your case details in one place.
10 Capability
List bills
View your firm's invoices and outstanding receivables. Use this to monitor your revenue stream.
11 Capability
Get bill
See the line items and balance for a specific invoice. It helps you answer client questions about billing.
12 Capability
List calendar entries
See your firm's calendar events and locations. This helps you coordinate meetings and hearings.

Capability set04 / 06

13—16

4 capabilities in this set.

Part of 23 available through Clio.

13 Capability
List documents
Find and filter files associated with a specific matter. It makes it easy to locate contracts or evidence.
14 Capability
List practice areas
See how your firm's matters are categorized. This is great for getting an overview of your firm's structure.
15 Capability
Search matters
Find a specific case using a keyword or partial name. This saves time when you have hundreds of matters.
16 Capability
List matter stages
See where each case stands in the lifecycle. Use this to track progress from intake to trial.

Capability set05 / 06

17—20

4 capabilities in this set.

Part of 23 available through Clio.

17 Capability
List communications
Pull up the history of calls and emails. This ensures you have the full context of firm interactions.
18 Capability
Get user profile
See the details of the current user profile. This helps the agent understand who is currently logged in.
19 Capability
List users
See the list of attorneys and staff in your firm. Use this for managing workload distribution.
20 Capability
Get matter
Get a full summary of a case including the responsible attorney and status. This is your go-to for case details.

Capability set06 / 06

21—23

3 capabilities in this set.

Part of 23 available through Clio.

21 Capability
List contacts
View your entire firm contact directory. Use this to browse your network of clients and counsel.
22 Capability
Search contacts
Find a specific person or organization by name or email. This is the fastest way to find a contact's info.
23 Capability
List activities
See all time entries and expenses for a matter. Use this to check billing status and hours worked.

Set up in minutes

One URL. Then ask Clio to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clio from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Clio, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Clio for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Clio URL.
Step 03

Save and start

Save the connection and enable Clio in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"
    }
  }
}

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Clio

Open Agent mode in chat and ask: "Using Clio, help me...". 23 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"
    }
  }
}

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Clio

Ask Copilot: "Using Clio, help me...". 23 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"
    }
  }
}

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Clio

Open Cascade and ask: "Using Clio, help me...". 23 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"
    }
  }
}

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Clio

Ask Cline: "Using Clio, help me...". 23 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add clio-alternative --transport http "https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using Clio

Ask Claude: "Using Clio, show me...". 23 tools are ready

Where the request belongs

Work Clio can move forward.

Built around the request

This is for legal professionals who are buried in administrative overhead. If you spend more time on data entry than actual legal work, this is for you.

01

Attorneys

Check billable targets and get case summaries during a busy day.

02

Legal Administrators

Manage firm-wide tasks and update contact directories without opening a browser.

03

Legal Tech Developers

Build custom automated workflows for matter tracking and expense reporting.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 23 capabilities

Clio

Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.

02 16 capabilities

MyCase Legal

Manage law practice via MyCase. cases/matters, clients, time tracking, invoices, and calendar through MyCase API.

03 8 capabilities

Actionstep

Run your law practice smarter with case management, document tracking, and client billing all connected to your AI workflow.

04 18 capabilities

LEAP Legal

Manage law practice via LEAP Legal Software. matters, contacts, time tracking, bills, payments, tasks, documents, and calendar.

05 10 capabilities

Lexzur

Manage legal operations with contract lifecycle tracking, matter management, and compliance workflows for corporate legal teams.

06 18 capabilities

PracticePanther

Manage law practice via PracticePanther. matters, contacts, time tracking, bills, payments, tasks, and calendar.

Bring your own AI

Change the model, client or framework. Keep Clio connected.

Before you connect

Questions about Clio.

The practical details behind the request, access and result.

How do I connect my Clio account?

After subscribing, the setup wizard will guide you through 3 simple steps: 1) Select your data region (US, Canada, EU, or Australia). 2) Enter the Client ID and Client Secret from your Clio Developer Application. 3) Click the Connect with Clio button. a popup will open where you approve access. That's it! No manual token exchange or curl commands required.

Where do I find the Redirect URI for my Clio Developer Application?

When creating your Developer Application in Clio, set the Redirect URI to: https://api.vinkius.com/marketplace/oauth/callback. This is the platform's secure callback endpoint that completes the OAuth authorization automatically.

How do I get my Client ID and Client Secret?

Sign in to Clio and go to Settings → Developer Applications (direct link: https://app.clio.com/settings/developer_applications). Click New Application, give it a name, and set the Redirect URI to https://api.vinkius.com/marketplace/oauth/callback. Save the app and copy the Client ID and Client Secret (the secret is shown only once. copy it immediately).

Can I create new legal cases via AI?

Yes! The create_matter capability allows the agent to register new legal cases by providing a display number, description, and client ID.

Do I need to refresh my tokens manually?

No. The platform automatically refreshes your access token in the background. You only need to click Connect with Clio once during setup, and the integration will keep working indefinitely.

Which Clio regions are supported?

All four Clio regions are supported: United States (app.clio.com), Canada (ca.app.clio.com), Europe/UK (eu.app.clio.com), and Australia (au.app.clio.com). Select your region in the first step of the setup wizard.

One connection away

Give your agent a direct line to Clio.

Connect Clio once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available