clio

What This Skill Does

The Clio skill for OpenClaw provides a powerful bridge between your AI agent and the Clio legal practice management platform. By leveraging the Membrane CLI infrastructure, this skill allows users to seamlessly manage essential legal administrative tasks without leaving the chat interface. It acts as an abstraction layer over the official Clio API, enabling your agent to perform complex operations like creating or updating Matters, managing Contacts, tracking billable time, logging expenses, and organizing tasks. Whether you are a solo practitioner or part of a large firm, this skill automates the retrieval and entry of sensitive case data, ensuring your practice stays synchronized and efficient.

Installation

To begin, ensure you have the Membrane CLI installed globally on your machine using 'npm install -g @membranehq/cli'. Once installed, authenticate your session with 'membrane login --tenant'. To add the Clio capability to your OpenClaw agent, run the install command: 'clawhub install openclaw/skills/skills/gora050/clio-integration'. After installation, initialize your specific Clio instance by running 'membrane search clio --elementType=connector --json' to identify the connector, followed by 'membrane connect' to authorize the integration via your browser. If you ever need to verify your configuration, use 'membrane connection list' to confirm your authentication status.

Use Cases

This skill is designed for high-frequency legal workflows. Use it to automatically log time entries immediately after finishing a client call or document review session. It is ideal for searching for specific Matter IDs when drafting legal correspondence or checking the status of upcoming Tasks and Events. You can use it to maintain an up-to-date Contacts database or generate Expense entries for filing fees and travel costs. Essentially, any routine task that requires interacting with the Clio dashboard can now be delegated to your OpenClaw agent, reducing context switching and manual data entry errors.

Example Prompts

1. "Find the Matter titled 'Smith v. Jones' and list all upcoming tasks associated with it."
2. "Log a new time entry for 0.5 hours under the 'General Consulting' activity category for the client John Doe."
3. "Search my Clio contacts for Sarah Miller and tell me her current phone number and primary case matter."

Tips & Limitations

To maximize efficiency, always check the available actions using 'membrane action list' if you are unsure of specific parameter requirements. Note that this skill requires an active internet connection to communicate with Clio's servers. Always double-check critical entries like billing amounts and date ranges before confirming with the agent. The skill operates within the security permissions defined by your Clio account, so ensure your agent has the appropriate user roles enabled in your Clio settings for the actions you intend to perform.