[ CLIO INTEGRATION ]
Clio is your system of record. We build the custom API integrations, document automation, and privilege-safe Claude workflows it doesn't ship — on top of the Clio API, with ABA Opinion 512 audit logging. We open-sourced the Clio MCP connector, so you can read our integration code before you call us.
30 min with a co-founder. No sales pitch.
Open source
Clio connector, read it first
ABA 512
audit logging built in
$1,700
simple integrations from
[ WHAT WE BUILD ]
Clio runs your matters, contacts, calendar, and billing. We build the custom layer it doesn't ship — integrations, document automation, and privilege-safe AI — against the Clio API, and you own the result.
Custom apps, data syncs, and webhook automations built directly on the Clio REST API. Connect Clio to your accounting, e-sign, lead sources, and document management. Data stays on your infrastructure.
Our open-source Clio MCP connector gives Claude 26 tools across matters, contacts, documents, calendar, and billing. We extend it into matter-scoped Claude projects that draft real work from a single matter's data.
Automated intake that captures a new client and opens a Clio matter with fields, contacts, and calendar events pre-populated. Cuts new-matter setup from a manual checklist to minutes. Integrates with your existing intake forms and lead sources.
Engagement letters, retainers, and routine documents drafted from Clio matter data and your templates. Claude generates the first draft; attorneys review and approve before anything goes client-facing.
Calendar and deadline sync across systems, time-entry capture from activity, and billing automation that reduces leakage. Custom agents that run multi-step firm workflows on Clio data, every action logged and attorney-gated.
Custom deployments where the model runs on your own infrastructure and nothing leaves the firm. Works with any LLM, not just Claude. For firms whose confidentiality requirements rule out third-party AI processors. Read the Privilege Stack guide.
[ THE PROBLEM ]
Clio is the system of record for most US law firms. But the integrations and AI workflows on top of it are yours to build — and most attempts fail in three predictable ways.
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[ PROCESS ]
Start free or start small. Two clear entry points, no open-ended billing.
A 30-minute call with a co-founder. We map how your firm runs on Clio, find the 3-5 highest-impact automations, and give you a draft scope and rough quote. No charge, no obligation.
The fastest entry point: we deploy the Clio + Claude connector into production for your firm in 2 weeks, configured and audit-logged. See the Guided MCP Setup.
Document automation, intake routing, custom agents, full compliance architecture. 4-6 weeks plus embedded support during rollout. Fixed price from the discovery scope. You own the source.
[ WHAT WE'VE SHIPPED ]
Most agencies ask you to trust a pitch. We published our Clio integration code so you can audit it before you pay us, plus the regulated builds that prove we ship compliance-critical software.
Open Source
Clio MCP Connector
One of the first open-source Claude connectors for live Clio data. 26 tools, OAuth, AES-256-GCM token encryption, append-only ABA 512 audit log. Published to npm and Anthropic's MCP Registry. Read every line before you call us.
8 weeks
DEA Compliance Platform
A regulated build with an immutable, append-only audit trail. 100% automated Form 41 processing, biometric authentication, encrypted video witnessing, 65+ API endpoints. Passed DEA inspection.
$220K/yr
Legal Document Search Platform
Elasticsearch on 1M+ legal documents. Sub-100ms queries with legal terminology handling and fuzzy matching. Recovered $220K+/year in attorney search time.
[ COMPLIANCE ]
Every Clio workflow we build satisfies the ABA's AI ethics requirements. Not as an afterthought.
AI-generated documents, letters, and summaries require attorney review before any client-facing use. No automated output bypasses human judgment.
Every AI interaction logged: prompt, response, source documents, model version, timestamps, and reviewer identity. Append-only. Court-defensible.
Enterprise-tier AI only. Training disabled, Zero Data Retention. Reached through the Clio API, not the chat window. Not used for training, not stored after the response.
[ RELATED READING ]
The privilege ruling, the connector landscape, and the real cost of Clio. Clio integration is part of our broader Legal AI Integration practice.
Connector Comparison
The open-source Clio MCP connectors compared
Every Clio MCP connector for Claude, side by side: tool coverage, compliance, and gaps.
The Privilege Ruling
Why public AI input isn't privileged
The 2026 federal ruling, what it means for matter data in consumer AI, and how to stay privilege-safe.
Architecture Guide
Claude integration for law firms: the architecture
How API integration, audit logging, OAuth scoping, and enterprise AI fit together in a privilege-safe stack.
[ FAQ ]
Yes. Clio exposes a REST API plus webhooks covering matters, contacts, documents, tasks, calendar, time entries, notes, and billing. That's the foundation for custom integrations, data syncs, and automations on top of Clio.
We build directly against the Clio API rather than relying on off-the-shelf connectors, so the integration matches your firm's actual workflow. You can read our open-source Clio integration code before you hire us.
Yes, and we already shipped the open-source connector that does it. Our Clio MCP server (@oktopeak/clio-mcp on npm, also on Anthropic's MCP Registry) gives Claude 26 tools across matters, contacts, documents, tasks, calendar, time entries, notes, and billing. It runs locally, your Clio credentials never leave your machine, tokens are encrypted at rest, and every call is logged append-only for ABA Opinion 512.
On top of that free connector we build custom workflows: intake-to-matter automation, document drafting, deadline sync, and billing capture.
Clio stays your system of record, and the integrations, AI workflows, and automations we build on top of it are yours: full source code, documentation, and a deployment runbook, with no lock-in and no per-seat fee on the custom layer.
The custom layer you commission from us is an asset your firm owns outright, alongside the Clio platform you already run.
No. A 2026 federal court ruling found that information entered into public AI platforms is not protected by attorney-client privilege. Pasting matter notes, client communications, or documents into consumer ChatGPT or Claude can waive privilege.
We build on enterprise-tier AI with training disabled and Zero Data Retention, reach Clio through its API rather than the chat window, and implement audit trails that satisfy ABA Opinion 512. Content is still processed by Claude, but under those terms it is not used for training or stored after the response. See our breakdown of the privilege ruling.
Common Clio automations: intake-to-matter creation with fields pre-populated, document and letter drafting from matter data, calendar and deadline sync, time-entry and billing capture from activity, matter-scoped Claude projects that draft work from a single matter's data, and data syncs between Clio and your other systems (e-sign, accounting, lead sources).
Every AI-generated output is flagged for attorney review before client-facing use.
Simple integrations and automations start from $1,700. The fastest entry point is our $1,700 Guided MCP Setup, which deploys the Clio + Claude connector into production for your firm.
Custom builds — document automation, intake routing, custom agents, full compliance architecture — run $17K-$53K depending on the number of workflows and depth of integration. Discovery is free, with a fixed-price proposal within five business days. Book a 30-minute call.
The $1,700 Guided Setup of the Clio + Claude connector is a 2-week engagement. Custom builds run 4-6 weeks for the build phase plus embedded support during rollout, because AI workflows fail without structured implementation support.
We give you a real timeline in the free discovery call.
No. Clio stays your system of record. We build integrations, AI workflows, and automations on top of it through the Clio API. No migration, no data export, no disruption to your matters. The work layers onto the platform you already run.
Yes, that's the point of connecting Claude to Clio through the API instead of the chat window. The connector lets Claude find and list the documents in a matter, so your team stops downloading and re-uploading files by hand.
Reading a document's full content into Claude (a scanned medical record, say) adds a fetch-and-extract step we build on top of the connector: the connector locates the records, the workflow turns them into text Claude can use. See how the document workflow works.
Yes, as a built workflow rather than a one-click feature. The connector pulls the records from the matter, then a pipeline extracts the text, runs it through Claude with a consistent prompt, and writes the chronology, deposition summary, or paid-versus-incurred analysis back to Clio for attorney review.
A single chronology can take 15 to 80 hours by hand. Read the breakdown.
Yes, and it's public. We built and open-sourced the Clio MCP connector (@oktopeak/clio-mcp), one of the first MCP servers connecting Claude to live Clio data, published to npm and Anthropic's MCP Registry. You can read every line of our Clio integration code before you talk to us.
Integrating vertical legal SaaS APIs is our core work: we shipped the same for MyCase, and we build privilege-safe, ABA 512 audit-logged workflows on top.
Yes. For firms whose confidentiality requirements rule out third-party AI processors, we deploy models that run on your own infrastructure so nothing leaves the firm. The same privilege-safe Clio integration pattern works with on-prem or self-hosted models, not just hosted Claude. Read the Privilege Stack guide.
[ GET STARTED ]
30 minutes with a co-founder. We'll map your highest-impact Clio automations and tell you honestly what's worth building. Discovery is free, including a draft scope and a rough number.
