Get started

Clio Manage for AI agents

Clio Manage runs the operational side of a law firm, handling matters, calendars, billing, and documents for legal practices across several countries. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Clio ManageSee the 99 actions ↓
CRMOAuth 2.0MCP + RESTclio.com
AUDIT LOG · CLIO MANAGEPOLICY: acme-support
09:41:07 · claude · u_8f2read
clio_manage.list_notes
List Notes✓ allowed · 212ms
09:41:08 · claude · u_8f2read
clio_manage.get_bill
Get Bill✓ allowed · 164ms
09:41:09 · claude · u_8f2write
clio_manage.create_task
Create Task✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
clio_manage.delete_bill
Delete Bill✕ blocked · policy: deny
EVERY CLIO MANAGE CALL, ON THE RECORD
01 · USE CASES

What agents do in Clio Manage.

01

Create a new matter

Create a new matter for a client and attach the right contact and practice area.

02

Log time on a matter

Create an activity entry logging billable time spent working on a specific matter.

03

Confirm before deleting a matter

Confirm before deleting a matter, since its documents, notes, and billing history go with it.

02 · ACTIONS

99 Clio Manage actions, graded by risk.

Every Clio Manage action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

52

Look things up. Allowed by default.

  • clio_manage.get_bill
    Get Bill
  • clio_manage.get_note
    Get Note
  • clio_manage.get_task
    Get Task
  • clio_manage.get_user
    Get User
  • clio_manage.find_bill
    Find Bill
  • clio_manage.find_user
    Find User
  • clio_manage.get_folder
    Get Folder
  • clio_manage.get_matter
    Get Matter
  • clio_manage.list_notes
    List Notes
  • clio_manage.list_users
    List Users
  • clio_manage.find_matter
    Find Matter
  • clio_manage.get_contact
    Get Contact
  • clio_manage.list_groups
    List Groups
  • clio_manage.get_activity
    Get Activity
  • clio_manage.get_calendar
    Get Calendar
  • clio_manage.get_document
    Get Document
+ 36 MORE

write

33

Create and change things. Allow, or ask the user first.

  • clio_manage.create_task
    Create Task
  • clio_manage.update_bill
    Update Bill
  • clio_manage.update_note
    Update Note
  • clio_manage.update_task
    Update Task
  • clio_manage.create_matter
    Create Matter
  • clio_manage.update_folder
    Update Folder
  • clio_manage.update_matter
    Update Matter
  • clio_manage.create_contact
    Create Contact
  • clio_manage.update_contact
    Update Contact
  • clio_manage.create_activity
    Create Activity
  • clio_manage.create_calendar
    Create Calendar
  • clio_manage.create_document
    Create Document Upload Initiation
  • clio_manage.update_activity
    Update Activity
  • clio_manage.update_calendar
    Update Calendar
  • clio_manage.update_document
    Update Document Metadata
  • clio_manage.create_matter_note
    Create Matter Note
+ 17 MORE

destructive

14

Delete, cancel or archive. Ask first, or deny outright.

  • clio_manage.delete_bill
    Delete Bill
  • clio_manage.delete_note
    Delete Note
  • clio_manage.delete_task
    Delete Task
  • clio_manage.delete_folder
    Delete Folder
  • clio_manage.delete_matter
    Delete Matter
  • clio_manage.delete_contact
    Delete Contact
  • clio_manage.delete_activity
    Delete Activity
  • clio_manage.delete_calendar
    Delete Calendar
  • clio_manage.delete_document
    Delete Document
  • clio_manage.delete_communication
    Delete Communication
  • clio_manage.delete_calendar_entry
    Delete Calendar Entry
  • clio_manage.delete_document_template
    Delete Document Template
  • clio_manage.delete_task_template_list
    Delete Task Template List
  • clio_manage.void_bill
    Void Bill
03 · HOW IT WORKS

Clio Manage in three steps.

  1. 01Your users connect Clio ManageThey sign in to Clio Manage on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create Task” can wait for the user, and “delete Bill” can be denied outright.
  3. 03Any agent can actYour agent calls Clio Manage through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('clio_manage', {
  read: 'allow',
  write: 'ask',        // create_task
  destructive: 'deny',  // delete_bill
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Clio Manage connects.

Users sign in to Clio Manage on Arc0 Connect and approve the scopes you request. Build with Arc0’s Clio Manage OAuth app, or bring your own so the Clio Manage consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Clio Manage connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
OAuth 2.0
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Clio Manage from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Clio Manage and Arc0, answered.

Q01

Can I use Clio Manage with Claude, ChatGPT or Cursor?

Yes. Connect Clio Manage to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Clio Manage actions you allow.

Q02

How do users connect Clio Manage?

Users sign in to Clio Manage on Arc0 Connect and approve the scopes you request. Build with Arc0’s Clio Manage OAuth app, or bring your own so the Clio Manage consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

Q03

Which Clio Manage actions can my agent take?

99 in total: 52 read, 33 write and 14 destructive, such as “create Task”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Clio Manage?

Yes. Actions like “delete Bill” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Clio Manage too?

Yes. The same Clio Manage connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Clio Manage into your agent.

Your users connect Clio Manage once, under your brand. Your agent gets 99 actions behind your policies, with every call on the record.

Connect Clio ManageBrowse all apps →

Free to build · MCP + REST · Audit log on every plan