Change assistant

Set up Clio in ChatGPT

1. Sign in on your account page. Choose your Clio region and authorize Clio Manage.
2. For the firm you want to use, select Allow assistants to read Clio.
3. When Clio AI Connector is available to you in ChatGPT, connect it with the same AI Connectors sign-in.
4. Ask ChatGPT to list your Clio connections. Choose a firm and ask for a specific matter.

Starting in ChatGPT?

After connecting in ChatGPT, open your account page with the same sign-in. Connect the intended firm and enable assistant access. Return to your chat and ask to list your Clio connections.