Use Clio with AI Agents

Productivity-agent

Clio is a cloud-based legal practice management software that helps law firms manage their cases, clients, documents, time tracking, billing, and more.

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🔗 Connect and Use Clio

1. 🔑 Connect your Clio account

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Clio for AI assitants/agents

Language

PYTHON

Framework

Create Matter

Creates a new legal matter in Clio

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_MATTER])

Add Contact

Adds a new contact to the Clio database

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_CONTACT])

Record Time Entry

Records a new time entry for billable hours

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.RECORD_TIME_ENTRY])

Create Invoice

Generates a new invoice for a client

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_INVOICE])

Schedule Appointment

Schedules a new appointment in the Clio calendar

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SCHEDULE_APPOINTMENT])

Upload Document

Uploads a document to a specific matter in Clio

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPLOAD_DOCUMENT])

Create Task

Creates a new task associated with a matter or contact

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Record Expense

Records a new expense entry for a matter

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.RECORD_EXPENSE])

Update Matter Status

Updates the status of an existing matter

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_MATTER_STATUS])

Create Note

Adds a new note to a matter or contact

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_NOTE])

Send Bill

Sends a bill to a client via email

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_BILL])

Create Custom Field

Creates a new custom field for matters or contacts

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD])

Generate Report

Generates a custom report based on specified criteria

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT])

Update Contact Information

Updates the information for an existing contact

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT_INFO])

Create Event

Creates a new event in the Clio calendar

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_EVENT])

New Matter Created

Triggered when a new matter is created in Clio

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_MATTER_CREATED])

Invoice Paid

Triggered when an invoice is marked as paid

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.INVOICE_PAID])

Appointment Scheduled

Triggered when a new appointment is scheduled

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.APPOINTMENT_SCHEDULED])

Document Uploaded

Triggered when a new document is uploaded to a matter

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DOCUMENT_UPLOADED])

Task Completed

Triggered when a task is marked as completed

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

Matter Status Changed

Triggered when the status of a matter is updated

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.MATTER_STATUS_CHANGED])

New Contact Added

Triggered when a new contact is added to Clio

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CONTACT_ADDED])

Time Entry Recorded

Triggered when a new time entry is recorded

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TIME_ENTRY_RECORDED])

Invoice Generated

Triggered when a new invoice is generated

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.INVOICE_GENERATED])

Expense Recorded

Triggered when a new expense is recorded

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EXPENSE_RECORDED])

Note Added

Triggered when a new note is added to a matter or contact

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NOTE_ADDED])

Bill Sent

Triggered when a bill is sent to a client

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.BILL_SENT])

Custom Field Updated

Triggered when a custom field is updated

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CUSTOM_FIELD_UPDATED])

Report Generated

Triggered when a report is generated

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REPORT_GENERATED])

Contact Information Updated

Triggered when contact information is updated

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONTACT_INFO_UPDATED])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Clio?

Composio.dev seamlessly integrates with Clio, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Clio to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Clio?

With Clio, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Clio into my project?

Composio.dev provides a seamless integration for Clio, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Clio, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Clio into your projects seamlessly.

What is the pricing for Clio?

Clio is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Clio without worrying about breaking the bank.

What kind of authentication is supported for Clio?

Clio supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Clio seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Clio to my project?

Absolutely! You can easily incorporate Clio into your project by utilizing the Composio.dev API. This API allows you to call functions from Clio, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Clio to your project with ease.

What is the accuracy of Clio?

Clio is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Clio's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Clio?

Clio can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Clio can help you bring your ideas to life.

How does Clio handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Clio takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Clio provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Clio for your AI development needs.