Your twin + Clio

Your matters are in Clio. Your context is everywhere.

Bring the email, the calendar and the matter record into one conversation. Review the task and note your twin prepares before anything changes in Clio.

Requires an existing Clio account with API access.

Try the workflow · fictional matter

Recorded product guide · Explore the example beside it.

“What changed on Rivera, and what needs to go into Clio?”

AUTHORIZED SOURCES · EXAMPLE

Rivera · Fictional family-law matter

An email includes an entered order.
The matter task still reflects the proposed exchange time.
Your calendar needs to be checked against the entered order.

Step 1 of 4 · No system is connected.

Illustrative example. Connection requires an existing account with API access. Your permissions and approval rules govern updates. This example does not change your records.

The complete example

Read the context: Rivera · Fictional family-law matter

An email includes an entered order.
The matter task still reflects the proposed exchange time.
Your calendar needs to be checked against the entered order.

Prepare the work: A discrepancy worth reviewing

Flag paragraph 4: the exchange changed from 5 p.m. to 6 p.m.
Prepare a Clio matter note with a link to the source.
Draft a task to review the calendar and client update.

Review the change: You choose what belongs in Clio

Review the source, proposed note and task together.
Edit the owner and due date before approving.
Sending the client update is a separate approval.

See the record: Simulated approved update

Matter note: entered-order discrepancy recorded.
Task: verify exchange details and prepare client communication.
History: source, proposed change and attorney approval.

Context to connect

Clio matter, tasks and notes + the email and calendar you authorize

Only the matters and tools you authorize. Access in one system never grants broader access in another.

Work to review

A proposed matter note and a task for attorney review

Each permitted update needs the right scope and approval. A draft is not a sent message, a filing or an approved time entry.

Visibility that supports your supervision.

See the source, proposed change, approval and resulting record together. That supports your review and documentation; it does not replace your professional judgment or guarantee compliance.

Explore the safeguards →Professional responsibility →

Make this your practice.

We’ll connect your Clio account and configure access and approval rules with you.

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Clio is a trademark of its owner. Use of its name does not imply endorsement or a certified partnership. Provider API documentation explains account access and supported operations.