Pricing

Optimize your law firm with the Clio AI connector

Revolutionize your legal practice by connecting Swiftask to Clio. Automate case file processing, document summaries, and time tracking without manual effort. Empower your team to focus on what truly matters: your clients.

🔌 Triggers
How to access the agent

Incoming email

agent-slug@swiftask.ai

Webhook

Trigger via API

Swiftask chat

Conversational interface

Widget / Chatbot

Embedded on your website

Attached LLMs

Gemini

Claude

Mistral

OpenAI

AI Agents

Connector Clio · Secure OAuth 2.0

⚡ Actions
What the agent can do

Automated case summaries

Generate summaries of complex case notes in Clio instantly. Save 5h/week on reading.

Intelligent time tracking

AI detects completed activities and suggests accurate time entries. Increase billable rate by 15%.

Client email response

Auto-draft responses based on the Clio case history. Reduce response time by 70%.

Hearing scheduling

Smart synchronization of key dates between emails and Clio. Zero missed appointments.

Advanced document search

Query your documents stored in Clio using natural language. Instant information access.

Automated compliance

Automatic conflict of interest checks on new contacts. Secure new cases.

Simplified client onboarding

Auto-create cases and tasks upon signature. Accelerate engagement cycle.

Contract generation

Pre-fill document templates with Clio data. Reduce data entry errors.

3,000+ integrations available

Concrete results

500+

Companies using Swiftask

productivity increase

3000+

Integrations available

Seamless setup : Clio integration guide

Deploy AI across your organization in a few simple steps

Set up your Swiftask AI agent

Define your agent's goals and the necessary permissions to access your management data.

Authorize your Clio account

Use our secure connector to link your Clio instance in seconds via OAuth authentication.

Activate your workflows

Select automation triggers to instantly synchronize your activities between Swiftask and Clio.

Now is the right time to start

Transform your practice management. Start your trial today.

Use cases : Automate your legal workflow

Leverage the power of AI to turn your administrative processes into strategic assets for your firm.

Automated case summaries

Generate summaries of complex case notes in Clio instantly. Save 5h/week on reading.

Intelligent time tracking

AI detects completed activities and suggests accurate time entries. Increase billable rate by 15%.

Client email response

Auto-draft responses based on the Clio case history. Reduce response time by 70%.

Hearing scheduling

Smart synchronization of key dates between emails and Clio. Zero missed appointments.

Advanced document search

Query your documents stored in Clio using natural language. Instant information access.

Automated compliance

Automatic conflict of interest checks on new contacts. Secure new cases.

Simplified client onboarding

Auto-create cases and tasks upon signature. Accelerate engagement cycle.

Contract generation

Pre-fill document templates with Clio data. Reduce data entry errors.

Frequently Asked Questions

Is my Clio data secure?+

Absolutely. We use end-to-end encryption and adhere to the highest security standards for legal data.

Can I control what the AI does?+

Yes, you have full control. Every action generated by the AI can be validated by you before execution in Clio.

How to handle AI errors?+

Swiftask includes a human-in-the-loop system and detailed logs to correct or adjust automated actions.

Is the integration scalable?+

Yes, our architecture supports thousands of cases, ideal for high-growth firms.

Is it difficult to integrate?+

No coding skills required. Our connector is designed for intuitive setup in minutes.

What is the cost?+

We offer plans tailored to your firm's size. Contact us for a personalized assessment.

Ready to automate your Clio connector?

Transform your practice management. Start your trial today.

Swiftask Platform

Web

Accessible from all your browsers

Chrome

Desktop

Native app for Mac & Windows

Windows

macOS

Mobile

Native iOS & Android apps

Play Store

App Store

▶

AI Agents

▶

Your workflows

Automate

No-code automation

Incoming email -> Agent replies

Form -> CRM updated

Schedule

Plan recurring tasks 24/7

Daily report at 9 AM

Weekly watch

Connect

Link your tools in a few clicks

Gmail + Slack + Canvas

+3000 integrations