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
Transform Legal Operations with Clio Manage Integration
Integrating Clio Manage via Boost.space removes operational barriers by centralizing legal practice data, automating workflows, and enhancing team collaboration for law firms. This empowers legal teams by streamlining case management and tracking billing, leading to improved client service. The integration also prepares the business for true AI-readiness by fostering a more organized and efficient operational environment.
Supported MCP tools
Connect insights. Empower action. With MCP, Clio Manage becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Clio Manage MCP:
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.
How to use MCP with Clio Manage
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP provides significant benefits when integrated with Clio Manage, enhancing legal practice management through centralized data management, workflow automation, and AI-driven insights. By linking Clio Manage to Boost.space, law firms can seamlessly manage case data across various applications, eliminating data silos and ensuring consistent information flow. The integration automates routine tasks such as billing, case updates, and document management, freeing up valuable time for legal professionals to focus on client service and case strategy.Unique workflows tailored to the legal sector allow for streamlined case tracking and collaboration among team members. Automated actions, such as updating client records or notifying team members of case progress, reduce manual errors and improve operational efficiency. Additionally, the AI-powered analytics provided by Boost.space offer actionable insights, helping firms make data-driven decisions and optimize legal processes. This integration ultimately leads to improved client satisfaction and more effective legal service delivery.
