Clio

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What is Clio?

Clio is legal practice management software used by law firms to manage matters, contacts, documents, calendars, time tracking and billing. Lawyers lose billable time to admin: opening matters, logging time, filing documents and recording calls. This connection lets Fabric's assistant handle that for you, in plain language.

What Fabric's assistant can do with Clio

Once Clio is connected, Fabric's AI assistant can work in your practice from a simple request.

Find matters and contacts. Find Matter, Find Matter by Custom Field, Find Newest Matter by Client Email, Find Person Contact, Find Company Contact, Find Contact by Custom Field, Find User and Find Bill look things up. Ask for the status of a client's matter before a call and you get it without searching Clio.

Open and update matters. Create Matter and Find or Create a Matter open matters, Update Matter changes them, Create Matter Folder sets up folders, and Assign Task Template List applies your standard task list.

Log time and expenses. Create Time Entry (Activity) records time and Create Expense Entry (Activity) records costs, so a description of your afternoon becomes billable entries.

Keep the record. Create Matter Note and Create Communication log notes and calls, Create Calendar Entry adds a deadline or hearing, Create Task and Update Task track work, and Upload Document to Matter and Create Document From Template file and generate documents.

Manage contacts. Create Person Contact, Create Company Contact, Update Person Contact, Update Company Contact and their Find or Create versions keep clients and parties current. API Request (Beta) reaches the Clio API for anything else.

You stay in control

The assistant works from your instructions, and it confirms with you before creating time entries, matters or documents, unless you've told it not to for a particular task. Looking things up never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a Monday list of upcoming calendar deadlines. The connection also includes events, such as New Matter, Matter Status Updated, New Task, New Bill and New Document, which can start an automation.

Search your matters from Fabric

Connecting Clio also adds keyword search over your Clio records from Fabric's main search.

How people use it

Lawyers log the day's time entries by describing what they worked on.

Paralegals open a new matter, apply the task template and create the folder in one request.

Law firms generate an engagement letter from a template and file it to the matter.

Associates log a client call as a communication with notes.

Frequently asked questions

What does the Clio connection do?

It lets Fabric's assistant find and manage matters, contacts, users and bills, log time and expenses, create notes, communications, calendar entries and tasks, and upload or generate documents, and it adds keyword search over your Clio records in Fabric.

Can I log time in Clio with AI?

Yes. Describe the work and Create Time Entry (Activity) records it, after you confirm.

Can it open a new matter?

Yes. Create Matter opens one, and Assign Task Template List applies your standard tasks.

Can it generate documents from templates?

Yes. Create Document From Template generates a document for a matter.

Can it add court dates to the calendar?

Yes. Create Calendar Entry adds an entry.

Does the assistant change records on its own?

No. It acts on your instructions.

Is my Clio data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide and Fabric's privacy commitment.

Does Fabric work with other legal tools?

Yes. You can also connect Microsoft Outlook and Google Drive.