Clio Matter Manager

Clio Matter Manager connects your Clio practice management account to AI assistants through the Model Context Protocol. Attorneys can create and update matters, manage contacts, assign tasks, track deadlines, and pull case summaries without leaving their AI workflow. For firms already using Clio as their practice management system, this removes the friction of switching between your AI assistant and Clio for routine updates. Ask your assistant to show all open matters for a specific client, create a new task with a deadline, or update a matter status after a hearing. The integration respects Clio's permission model so staff only see matters they have access to.