Query and work with Clio Manage legal practice data using natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "clio-mcp" yet — see the docs or source repo.
List matters and contacts related to "Acme" and sort them by most recent activity.
A list of related matters and contacts, ordered by most recent activity.
Show me tasks due this week and calendar entries, grouped by date.
A date-grouped list of this week's tasks and calendar entries for planning priorities.
Summarize the bills, communications, and recent activities for a specific matter into a short status update.
A concise summary of the matter's bills, communications, and recent activity.
Office workers handling cases can use natural language to retrieve matters, contacts, documents, and communications, reducing manual record lookup.
Users can review tasks, activities, and calendar entries to quickly understand upcoming work, recent actions, and schedules.
When a quick case status check is needed, users can combine bills, communications, and activities into a practical working overview.
It is an MCP server for Clio Manage that lets users interact with legal practice data in natural language, including matters, contacts, activities, communications, tasks, documents, calendar entries, and bills.
The provided description says it can work with matters, contacts, activities, communications, tasks, documents, calendar entries, and bills. For additional fields or supported actions, see the source repository.
From the name and description, it is intended for use with Clio Manage. Specific installation steps, authentication requirements, or runtime details are not provided here; see the source repository.
Connect to Clio to manage matters, contacts, documents, tasks, and billing.
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