Change assistant

Set up Clio in Claude

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 AI Connector for Clio is available to you in Claude, connect it with the same AI Connectors sign-in.
4. Ask Claude to list your Clio connections. Choose a firm and ask for a specific matter.

Starting in Claude?

After connecting in Claude, 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.