Your Clio matters, in chat.

Find a matter by client, file number or custom field. Review notes, deadlines, documents and billing activity using the access you already have in Clio Manage.

Live account connections are awaiting Clio approval and verification.

Find the right file

Look up matter and contact details, configured custom fields, and matter Maildrop addresses.

Work across firms

Connect each firm separately, choose the firm in chat, and manage assistant access from your account.