Clio Skill

Quick Install

curl -sSL https://canifi.com/skills/clio/install.sh | bash

cp -r skills/clio ~/.canifi/skills/

Setup

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLIO_CLIENT_ID "your_client_id"
canifi-env set CLIO_CLIENT_SECRET "your_client_secret"
canifi-env set CLIO_ACCESS_TOKEN "your_access_token"

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Capabilities

1. Matter Management: Track cases and legal matters
2. Time Tracking: Log billable time and activities
3. Billing: Generate invoices and collect payments
4. Document Management: Store and organize case documents
5. Client Portal: Communicate with clients securely

Usage Examples

Create Matter

User: "Create a new matter for client Johnson"
Assistant: Creates case with client association

Log Time

User: "Log 2 hours for legal research on the Smith case"
Assistant: Creates time entry

Generate Invoice

User: "Create an invoice for the pending time entries"
Assistant: Generates invoice from unbilled time

Search Documents

User: "Find all documents for the patent case"
Assistant: Returns matching case documents

Authentication Flow

1. Register app in Clio developer portal
2. Implement OAuth 2.0 flow
3. Get access token for API calls
4. Refresh tokens as needed

Error Handling

Notes

• Leading legal practice management
• Time tracking and billing
• Clio Grow for intake
• Integration marketplace
• Mobile apps available
• Cloud-based platform