[ FIRM PLAN ]
We set it up on a server you own, every attorney signs in with their own Clio login, and every month we build you one automation. Cancel any time and keep everything.
Start for $300 a monthPay nothing until it is live. No setup fee. Not per seat.
[ WHAT $300 A MONTH GETS THE FIRM ]
Each one is a thing firms asked us for in writing. None of them costs extra.
01
The connector runs as one service in your firm's own cloud account (AWS, Azure, Google Cloud or whatever you already have), under a Clio developer app in your firm's name. Live within ten business days of cloud access.
02
Each person signs in to Clio with their own login and sees exactly what they see in Clio. Works in claude.ai in the browser, Claude Desktop and a Claude Team or Enterprise org. Five people or twenty-five, same $300.
03
A scheduled report, a new query shape, a prompt skill for a recurring job, a write tool switched on behind an approval step, a small hookup to something you already use. One in progress at a time. Unused carries over one month.
04
Every Monday before anyone is in: unbilled time, matters with no activity for two weeks, overdue tasks, deadlines this week. It is every firm's first included request, so it is running inside the first month.
05
Who used it, how much, which tools, what changed, and what we suggest next. Read from the audit log, written by a person.
06
Clio API and sign-in changes patched, connector upgrades, monitoring, security patches, defects on code we wrote fixed without a cap. A person answers within one business day.
07
Tool names, ids and dates per person, never content. CSV export. Read-only is enforced in one place, so it cannot drift laptop by laptop.
08
A one-hour session with everyone who will use it, a short written guide, and a list of prompts that work on your Clio from day one.
09
The code is open source, and the deployment, the Clio app and the log are in your firm's name. Stop paying and it keeps running. Only the updates, the monthly request and the monthly note stop.
10
Card on file, first charge on the day your firm confirms it works. If it never runs, you owe nothing and we delete what we set up.
[ WHAT IT COSTS ]
$300
Flat. Five people or twenty-five, the same number. Most tools in this space charge per user, per month, for as long as you use them.
$0
The deployment, the Clio app, the sign-ins, the onboarding session and the first Monday report are inside the first month. Nothing is charged until it is live.
Yours
Your own cloud bill is typically under $40 a month at this size, paid to your provider, not to us.
Need more than one request a month, two in parallel, or a named engineer? Say so in the form and we quote that in writing. The plan itself never changes price.
[ HOW IT STARTS ]
Step 1
Which system (Clio, MyCase, Filevine or Lawmatics), which cloud, how many people. The form below takes a minute. Petar replies within one business day with the order link.
Step 2
Your firm registers its own Clio app with our wizard, we deploy the service in your cloud, and everyone signs in once. Live within ten business days of cloud access.
Step 3
You confirm it works, the card is charged for the first time, and your first request of the month is already in progress.
[ WHAT IT LOOKS LIKE ]
The connector in your own cloud, each person signed in as themselves, one audit log, one automation a month. Live in ten days, $300 a month flat.
[ IF YOU STOP ]
The code is open source under MIT. The deployment is in your cloud, the Clio app and the audit log are in your firm's name, and the documentation lets anyone take it over. Nothing to migrate, nothing to export, nothing held back.
What stops is our work: updates when Clio changes its API, the monthly request and the monthly note. Come back any month and it starts again.
[ SECURITY, IN FIVE FACTS ]
Your reviewer gets a written security overview and the deployment documentation, so every statement can be checked against the source.
[ FAQ ]
Any plan that supports custom connectors: Claude Pro, Max, Team or Enterprise. Team or Enterprise is the right fit for a firm because the admin adds the connector once for the whole org and training on your data is off by default. We cover the choice in Which Claude plan should a law firm buy.
Something that fits inside the connector and Claude you already have and can be described in a few sentences: a scheduled report, a new way to query matters, a prompt skill for a job you repeat, a write tool switched on behind an approval step, a small hookup to a tool you already use. We size it in the first reply and show you a preview within five business days.
A new integration, a new system of record or a new screen is a fixed-price package, quoted in writing before any work.
In your firm's own cloud account, under your billing, with your administrator approving the deployment. We hold nothing: each person's Clio token is encrypted in your secret store, the audit log is in your account, and no Clio content is stored anywhere. Our only standing access is the one you grant us to maintain it, which you can revoke in a click.
Yes. A small cloud account takes an hour to open and we walk you through it on the onboarding call; the running cost is a few dollars a month paid to the provider. If you would rather not run anything at all, tell us in the form and we will say what we can offer.
Read-only by default. Writes (a task, a note, a calendar entry, a time entry) are switched on as a request, behind an approval step, and every write is logged to the person who made it. There is no delete in any mode.
The standard one: unbilled time by person, matters with no activity for fourteen days, overdue tasks, deadlines in the coming week. It runs as a scheduled task against the connector before anyone is in. Your first request can change what is in it.
It keeps running. The code is open source under MIT, the deployment is in your cloud, the Clio app and the audit log are in your firm's name, and the documentation lets anyone take it over. What stops is our work: updates when Clio changes its API, the monthly request and the monthly note.
Probably not yet. The free connector on the Clio page installs on your own laptop in five minutes and costs nothing. The plan is for a firm that wants everyone on it, one audit log, and someone building the next thing each month.
Same plan, same price. MyCase needs the Advanced tier because that is the only one with API access. Say which system in the form and we set up the matching connector.
[ START ]
Petar replies within one business day with the order link, the three things we need from your side, and a date. The card is charged only on the day you confirm it works.
Rather talk first? Write to office@oktopeak.com.
Petar replies to within one business day with the order link, what we need from your side, and a date for the setup.
Something urgent? Write to office@oktopeak.com.
