Legal practice management
Claude + Clio Manage
Your matters, contacts, activities (time/expense entries) already live in Clio Manage. Connected to Claude, your team can ask questions of that data, draft from it and act on it, without copying anything between tabs. Here’s what that looks like for legal businesses, and how we set it up.
What Claude does with your Clio Manage data
Real workflows we build on top of the connection. Each one becomes a skill your team runs in one step.
Unbilled time review
Before billing day, list matters with unbilled activities and draft time-entry description cleanups for attorney approval.
Matter status letters
Draft client update letters summarizing recent activities, upcoming calendar dates and next steps on a matter.
Deadline digest
Each morning, summarize upcoming calendar deadlines and overdue tasks by attorney.
New-matter intake
Turn intake notes into a new matter with contacts and initial tasks for paralegal review.
A/R follow-ups
List outstanding bills over 30 days and draft courteous payment reminders.
How the connection works
Clio Manage REST API (v4, JSON) with OAuth apps registered at developers.clio.com; separate regional instances (US, EU, CA, AU). Clio Grow APIs are on the separate Clio Platform.
There isn’t an official Clio Manage connector for Claude that we could verify, so we build a small, scoped MCP server on the Clio Manage API and add it to your Claude workspace. Your team then uses Clio Manage data inside Claude like any other tool.
Client data is privileged; firms should review confidentiality obligations before connecting.
Clio Manage developer docsData Claude can use
Getting Claude and Clio Manage working together
Claude Deployment Sprint
fixed price, starting at $10,000 · 2 weeks
- Claude connected to Clio Manage with the right permissions
- The workflows above built as skills on your real data
- Your other core tools connected too (email, accounting, CRM)
- Team trained by role, plus 30 days of tuning
Custom AI Agent
starting at $25,000 · 4–8 weeks
Want one of these workflows to run on its own? We build an agent that watches Clio Manage, does the work, and hands it to a person to approve, with every step logged.
Scope an agentClaude skills for teams that run on Clio Manage
Questions
Does Clio Manage have an official Claude connector?+
We didn’t find an official Clio Manage connector for Claude from Clio (Themis Solutions Inc.) or Anthropic. We connect the two through the Clio Manage API (open api), usually as a small MCP server your Claude workspace can use.
What Clio Manage data can Claude work with?+
Through the API, Claude can work with matters, contacts, activities (time/expense entries), bills, tasks, calendar entries and more. We scope access to read-only wherever possible, and keep a person approving anything that changes records or reaches a customer.
Do we need a developer on staff?+
No. In a Claude Deployment Sprint we set up the connection, build the skills and train your team. You’ll need an admin login for Clio Manage and, if required, to approve API access with Clio (Themis Solutions Inc.).
Will our Clio Manage data be used to train AI models?+
We set teams up on Claude business plans. Anthropic does not use inputs or outputs from its commercial products to train models by default.
Clio Manage is a trademark of Clio (Themis Solutions Inc.). Krasa.ai is an independent implementation firm and is not affiliated with or endorsed by Clio (Themis Solutions Inc.) or Anthropic.