Use Clio with Llamaindex Python

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.

Request access

Join discord

🔗 Connect and Use Clio

1. 🔑 Connect your Clio account

2. ✅ Select an action

3. 🚀 Go live with the agent

What do you want to do?

Open Index

API actions for Clio for AI assitants/agents

Language

PYTHON

Framework

Create Matter

Creates a new legal matter in Clio

from composio_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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_llamaindex 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 cutting-edge framework for building AI applications, designed to make the process of developing AI solutions super easy and fun! It's a collection of powerful tools and libraries that simplify the process of creating AI applications, 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, making it a breeze to leverage its capabilities within the Composio.dev platform. You can use Clio to call functions on various platforms like Google, GitHub, and others, allowing you to incorporate different services into your AI applications with ease. It also supports user login via OAuth2 and can work with other popular frameworks such as LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Clio and llamaindex_python?

When using Clio and llamaindex_python, 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 with llamaindex_python?

Integrating Clio with llamaindex_python is super easy with Composio.dev! You can use the Composio.dev API to call functions from both Clio and llamaindex_python, allowing you to tap into their capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with the language you're most comfortable with and integrate these powerful tools into your projects seamlessly.

What is the pricing for Clio and llamaindex_python?

Both Clio and llamaindex_python are completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes them accessible for developers and organizations of all sizes, whether you're a student working on a personal project or a startup building the next big thing. You can get started with these powerful tools without worrying about breaking the bank.

What kind of authentication is supported for Clio and llamaindex_python?

Clio and llamaindex_python support OAuth2 authentication, ensuring secure and authorized access to their functionalities. You can use the Composio.dev API to handle authentication and call functions from both Clio and llamaindex_python 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 both Clio and llamaindex_python, enabling you to leverage their 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 these powerful tools to your project with ease.

What is the accuracy of Clio and llamaindex_python?

Clio and llamaindex_python are 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. The 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 and llamaindex_python?

Clio and llamaindex_python can be used for a wide range of AI applications, making them versatile tools for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. They're 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, these tools 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.

Can I customize Clio and llamaindex_python for my specific needs?

Absolutely! Clio and llamaindex_python are highly customizable and extensible, allowing you to tailor their functionality, models, and configurations to meet your specific requirements. Whether you're building a chatbot, a content creation tool, or any other AI-powered application, you can customize these tools to fit your unique needs. Additionally, Composio.dev provides a flexible platform for integrating and orchestrating various AI tools and services, enabling you to create custom AI solutions that are tailored to your project.

What kind of support and documentation is available for Clio and llamaindex_python?

Clio and llamaindex_python have comprehensive documentation and a supportive community, making it easy for you to get started and find answers to your questions. Composio.dev also provides extensive resources, including tutorials, guides, and a dedicated support team to assist you throughout your AI development journey. Whether you're a beginner or an experienced developer, you'll have access to the resources you need to make the most of these powerful tools.