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])
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])
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])
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])