Integration & MCP for Clio Manage
Integrate and automate your Clio Manage workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Clio Manage and make your data and tools truly work for you, not the other way around.
Productivity
Clio Manage and Boost.space streamline legal practice management.
Clio Manage is a legal practice management software that helps law firms organize cases and track billing. By connecting Clio Manage with Boost.space, businesses can centralize case data, automate workflows, and enhance team collaboration. This integration ensures smoother legal operations and better client service.
Connection status - Active
This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions in our documentation.
Clio Manage Modules (47)
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Watch documents
Triggers when a new document is created.
Watch notes
Triggers when a new note is created.
Watch activities
Triggers when a contact is created, updated or deleted.
Watch bills
Triggers when a bill is created, updated or deleted.
Watch calendar entries
Triggers when a bill is created, updated or deleted.
Watch communications
Triggers when a communication is created, updated or deleted.
Watch contacts
Triggers when a contact is created, updated or deleted.
Watch matters
Triggers when a matter is created, updated or deleted.
Watch tasks
Triggers when a task is created, updated or deleted.
Create an activity
Creates a new activity.
Create a calendar entry
Creates a new calendar entry.
Create a communication
Creates a new communication.
Create a contact
Creates a new contact.
Upload a document
Creates a new document.
Create a folder
Creates a new folder.
Create a matter
Creates a new matter.
Create a note
Creates a new note.
Create a task
Creates a new task.
Delete an activity
Deletes an activity by identificator.
Delete a calendar entry
Deletes a calendar entry by identificator.
Delete a communication
Deletes a communication by identificator.
Delete a contact
Deletes a contact by identificator.
Delete a folder
Deletes a folder by identificator.
Delete a matter
Deletes a matter by identificator.
Delete a note
Deletes a note by identificator.
Delete a task
Deletes a task by identificator.
Get an activity
Gets an existing activity.
Get a calendar entry
Gets an existing calendar entry.
Get a communication
Gets an existing communication.
Get a contact
Gets an existing contact.
Get a folder
Gets an existing folder.
Get a matter
Gets an existing matter.
Get a note
Gets an existing note.
Get a task
Gets an existing task.
Make an api call
Performs an arbitrary authorized API call.
Update an activity
Updates an existing activity.
Update a calendar entry
Updates an existing calendar entry.
Update a communication
Updates an existing communication.
Update a contact
Updates an existing contact.
Update a folder
Update an existing folder.
Update a matter
Updates an existing matter.
Update a note
Updates an existing note.
Update a task
Updates an existing task.
Search bills
Searches for bills or lists them all.
Search contacts
Searches for contacts or lists them all.
Search matters
Searches for matters or lists them all.
Search users
Searches for users or lists them all.
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