Clio Manage (US) for your voice agent
Clio Manage (US) is legal practice management for United States-region accounts on app.clio.com. Centralize clients, matters, calendars, tasks, time entries, and billing to run your firm efficiently.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Needs setup
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With your own Clio Manage (US) app. You register an app in Clio Manage (US)'s developer settings, paste its client ID and secret in Connected apps, then sign in.
- What it reads
- 52 actions, such as download Document, find Bill and find Company Contact.
- What it changes
- 41 actions, such as assign Task Template List, create Activity and create Calendar.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 93. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Clio Manage (US) actions
Reads 52
- Download Document
- Find Bill
- Find Company Contact
- Find Contact by Custom Field
- Find Matter
- Find Matter by Custom Field
- Find Newest Matter by Client Email
- Find or Create Company Contact
- Find or Create Matter
- Find or Create Person Contact
- Find Person Contact
- Find User
- Get Activity
- Get Bill
- Get Calendar
- Get Calendar Entry
- Get Communication
- Get Contact
- Get Current User
- Get Document
- Get Folder
- Get Matter
- Get Matter Client
- Get Note
28 more
- Get Task
- Get User
- List Activity Descriptions
- List Calendars
- List Communications
- List Contact Email Addresses
- List Contact Phone Numbers
- List Document Automations
- List Documents
- List Document Templates
- List Expense Categories
- List Folder Contents
- List Folders
- List Groups
- List Matter Contacts
- List Matter Protected Funds
- List Matter Related Contacts
- List Matter Stages
- List Notes
- List Practice Areas
- List Task Template Lists
- List Users
- Preview Bill
- Search Activities
- Search Calendar Entries
- Search Contacts
- Search Matters
- Search Tasks
Changes 27
- Assign Task Template List
- Create Activity
- Create Calendar
- Create Calendar Entry
- Create Communication
- Create Contact
- Create Document Upload Initiation
- Create Document Template
- Create Matter
- Create Matter Folder
- Create Matter Note
- Create Task
- Create Non-Empty Task Template List
- Generate Document From Template
- Start Document From Template
- Transition Bill State
- Update Activity
- Update Bill
- Update Calendar
- Update Calendar Entry
- Update Communication
- Update Contact
- Update Document Metadata
- Update Folder
3 more
- Update Matter
- Update Note
- Update Task
Deletes 14
- Delete Activity
- Delete Bill
- Delete Calendar
- Delete Calendar Entry
- Delete Communication
- Delete Contact
- Delete Document
- Delete Document Template
- Delete Folder
- Delete Matter
- Delete Note
- Delete Task
- Delete Task Template List
- Void Bill
Clio Manage (US) setup
Registering your Clio Manage (US) app
Create an app in Clio Manage (US)'s developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.
Signing in to Clio Manage (US)
Paste the client ID and secret in Connected apps, then sign in and approve access.
Choosing the actions
Choose which of the 93 actions the agent may use. Start with lookups and add the ones that change Clio Manage (US) when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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