Connects Claude to Clio practice management, enabling AI-assisted access to matters, contacts, documents, tasks, and billing with audit logging and encryption for law firm compliance.
Connects Claude to Lawmatics legal CRM, enabling natural-language queries and management of matters, contacts, pipeline data, tasks, intake forms, and more without leaving the conversation.
Enables Claude to work inside a user's own Clio Manage account through Clio's official API v4, running entirely on the user's PC. Lets users read and draft documents (including scanned PDFs and letterhead templates), record time and expenses, review bills and unbilled work, and manage matters, contacts, tasks and calendars, with preview-and-confirm steps before any data is written or changed.