Clio Manage
for LuumenAI
Clio Manage legal practice management for US, EU, Canada, and Australia accounts. Manage clients, matters, calendars, tasks, time, and billing.
Operate Clio Manage from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Clio Manage toolbox
93 tools: 49 read, 44 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadDownload DocumentDownload the latest or a specified Clio document version as a managed file.
- ReadFind BillExhaustively find Clio bills by exact client, matter, bill number, and state criteria.
- ReadFind Company ContactExhaustively find exact Clio company contacts without choosing an arbitrary duplicate.
- ReadFind Contact by Custom FieldValidate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity.
- ReadFind MatterFind by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status.
- ReadFind Matter by Custom FieldValidate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match.
- ReadFind Newest Matter by Client EmailResolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break.
- ReadFind Person ContactExhaustively find exact Clio person contacts without choosing an arbitrary duplicate.
- ReadFind UserFind one Clio user using a single selector: user_id, email, or full name.
- ReadGet ActivityGet one Clio time or expense activity by ID, including billing state and its user and matter references.
- ReadGet BillGet one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals.
- ReadGet CalendarGet one Clio calendar by ID, including its type, permission, visibility, source, and colors.
- ReadGet Calendar EntryGet one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details.
- ReadGet CommunicationRetrieve one recorded Clio communication.
- ReadGet ContactGet one Clio person or company by its known ID, including primary and structured email and phone details.
- ReadGet Current UserReturn the authenticated Clio user and role information for identity checks and default user references.
- ReadGet DocumentGet one Clio document and its latest-version metadata by ID.
- ReadGet FolderRetrieve one Clio folder by ID.
- ReadGet MatterGet one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method.
- ReadGet Matter ClientRetrieve the client contact for one Clio matter.
- ReadGet NoteRetrieve one Clio matter or contact note.
- ReadGet TaskGet one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state.
- ReadGet UserGet one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information.
- ReadList Activity DescriptionsList selectable Clio activity descriptions and resolved rates for time entries.
- ReadList CalendarsList visible or writable Clio calendars to resolve the owner ID for calendar entries.
- ReadList CommunicationsReturn one bounded page of recorded Clio email or phone communications.
- ReadList Contact Email AddressesReturn one bounded page of email addresses for a Clio contact.
- ReadList Contact Phone NumbersReturn one bounded page of phone numbers for a Clio contact.
- ReadList Document AutomationsReturn one bounded page of Clio document-generation automations.
- ReadList DocumentsReturn one bounded provider page of Clio documents.
- ReadList Document TemplatesList Clio document templates and IDs for document automation.
- ReadList Expense CategoriesList selectable Clio expense categories and rates for expense entries.
- ReadList Folder ContentsReturn one bounded page of Clio documents and folders, optionally below a parent folder.
- ReadList FoldersReturn one bounded page of Clio folders using documented filters.
- ReadList GroupsList Clio groups and IDs for matter assignments and user grouping.
- ReadList Matter ContactsReturn one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details.
- ReadList Matter Protected FundsReturn one bounded page of protected funds for a Clio matter.
- ReadList Matter Related ContactsReturn one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client.
- ReadList Matter StagesList Clio matter stages and practice-area associations for selecting a matter stage.
- ReadList NotesReturn one bounded page of Clio matter or contact notes.
- ReadList Practice AreasList Clio practice areas and IDs for matter and task-template selection.
- ReadList Task Template ListsList Clio task template lists and IDs for assigning templates to matters.
- ReadList UsersList Clio users available for attorney, staff, task-assignee, and activity-user references.
- ReadPreview BillRender one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline.
- ReadSearch ActivitiesSearch and filter Clio activities, including multiple activity IDs, one page at a time.
- ReadSearch Calendar EntriesSearch Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time.
- ReadSearch ContactsSearch and filter Clio contacts, including multiple contact IDs, one page at a time.
- ReadSearch MattersSearch and filter Clio matters, including multiple matter IDs, one page at a time.
- ReadSearch TasksSearch and filter Clio tasks, including multiple task IDs, one page at a time.
- WriteAssign Task Template ListAssign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. Approval by default
- WriteCreate ActivityCreate a Clio time or expense activity. Approval by default
- WriteCreate CalendarCreate a Clio custom calendar. Approval by default
- WriteCreate Calendar EntryCreate a Clio calendar entry. Approval by default
- WriteCreate CommunicationRecord a phone or email communication in Clio. Approval by default
- WriteCreate ContactCreate a Clio person or company, including new email addresses and phone numbers. Approval by default
- WriteCreate Document Upload InitiationCreate only the Clio document record and signed-upload initiation. Approval by default
- WriteCreate Document TemplateUpload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE. Approval by default
- WriteCreate MatterCreate a Clio matter for a client. Approval by default
- WriteCreate Matter FolderCreate a subfolder inside a Clio Matter. Approval by default
- WriteCreate Matter NoteCreate a note associated with a Clio Matter. Approval by default
- WriteCreate TaskCreate a non-complete Clio task with assignee notifications disabled. Approval by default
- WriteCreate Non-Empty Task Template ListCreate a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Approval by default
- WriteDelete ActivityPermanently delete one Clio time or expense activity by ID. Approval by default
- WriteDelete BillPermanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Approval by default
- WriteDelete CalendarPermanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Approval by default
- WriteDelete Calendar EntryPermanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Approval by default
- WriteDelete CommunicationPermanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. Approval by default
- WriteDelete ContactPermanently delete one Clio contact by ID. Approval by default
- WriteDelete DocumentMove a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Approval by default
- WriteDelete Document TemplatePermanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Approval by default
- WriteDelete FolderMove a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Approval by default
- WriteDelete MatterPermanently delete one Clio matter by ID. Approval by default
- WriteDelete NotePermanently delete one Clio note after an exact-ID preflight and explicit confirmation. Approval by default
- WriteDelete TaskPermanently delete one Clio task by ID. Approval by default
- WriteDelete Task Template ListPermanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. Approval by default
- WriteFind or Create Company ContactExhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Approval by default
- WriteFind or Create MatterChoose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Approval by default
- WriteFind or Create Person ContactExhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Approval by default
- WriteGenerate Document From TemplateCreate a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. Approval by default
- WriteStart Document From TemplateStart Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present. Approval by default
- WriteTransition Bill StateIrreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks. Approval by default
- WriteUpdate ActivityUpdate at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Approval by default
- WriteUpdate BillUpdate ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Approval by default
- WriteUpdate CalendarUpdate at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Approval by default
- WriteUpdate Calendar EntryUpdate at least one field on a Clio calendar entry without sending calendar notifications. Approval by default
- WriteUpdate CommunicationUpdate a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Approval by default
- WriteUpdate ContactUpdate at least one field on a Clio person or company, including adding or updating nested email and phone records. Approval by default
- WriteUpdate Document MetadataUpdate only Clio document metadata with an If-Match ETag. Approval by default
- WriteUpdate FolderRename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Approval by default
- WriteUpdate MatterUpdate at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Approval by default
- WriteUpdate NoteUpdate a Clio note using its current ETag. Approval by default
- WriteUpdate TaskUpdate at least one field on an existing Clio task. Approval by default
- WriteVoid BillIrreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Approval by default
Questions
How does LuumenAI connect to Clio Manage?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Clio Manage on its own?
Read actions answer immediately. Anything that writes — assign task template list, create activity, create calendar, create calendar entry, and more — is shown as a plan and requires approval by default, including the 18 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Clio Manage — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.