Platform Integration

Your case files are perfect.
You just never have time to update them.

Clio tracks everything about your practice. But someone still has to log the time, respond to intake leads, follow up on invoices, and keep matter records current. That someone is now OpenClaw.

OpenClaw connects to Clio's full API. Matters, contacts, billing, trust accounting, documents, communications. All of it.

150K+

legal professionals use Clio

2.5 hrs

average billable work per day (Clio Legal Trends Report)

<60s

intake response time with OpenClaw

Full API

matters, billing, trust, documents, contacts

Clio can run your whole practice. You're still the bottleneck.

The software is there. The problem is everything it can't do without you.

Billable time disappears because logging is a chore

You spent 18 minutes on a client call. Then 12 minutes reviewing a document. Then 8 minutes writing an email. None of that gets logged until the end of the day, if it gets logged at all. Clio's Legal Trends Report puts billable time at 2.5 hours per day. The rest isn't lost because lawyers are lazy. It's lost because manual time entry is tedious and something always feels more urgent.

Intake leads sit there while you practice law

A potential client fills out your Clio Grow intake form at 2 PM. You're in court. Or on a call. Or drafting a motion. By the time you get to it at 5:30, they've already contacted two other firms. The lead is in the system. Clio captured it perfectly. But nobody responded, and speed is what converts intake leads into clients.

Client communications live outside the matter

You emailed the client an update. They texted back with a question. You called them to clarify. None of those touchpoints are in the matter record unless someone manually logs them. So when your associate picks up the file, they're working with an incomplete picture. Important context lives in your inbox, your phone, and your memory.

Trust accounting and invoices need constant babysitting

IOLTA compliance is non-negotiable. Every trust transaction needs to be recorded correctly. Every invoice needs to go out on time. And when clients don't pay, someone has to follow up. Clio handles the accounting, but the data entry, the review, and the follow-up still fall on you or your staff. It's the kind of work that's easy to put off and dangerous to get wrong.

OpenClaw + Clio Integration

OpenClaw connects to Clio through the API and webhooks. It reads your matters, acts on events, and handles the work that keeps falling through the cracks.

Instant intake response through Clio Grow

New lead hits your Clio Grow intake form? OpenClaw picks it up within seconds via webhook. It reads the form data, checks the practice area, and sends a personalized response by email. Not a canned template. An actual reply based on what the potential client described. While you're in court, the lead feels heard.

Automatic time entries from your actual work

OpenClaw monitors your emails and calendar events related to client matters. When you send a client email, it creates a time entry in Clio with the right matter, activity description, and duration estimate. End-of-day time reconstruction becomes a quick review instead of a 30-minute guessing game.

Matter records that stay current

OpenClaw logs communications, updates activity notes, and attaches relevant documents to the right matter in Clio. When you or an associate opens a case file, the record reflects what actually happened. No gaps. No "I think I emailed them last Tuesday" moments.

Invoice follow-ups that don't need you

OpenClaw checks Clio for unpaid invoices and sends polite follow-up reminders on your schedule. Seven days overdue gets a gentle nudge. Fourteen days gets a firmer one. You set the tone and the timing. The awkward "just checking in on that invoice" email writes itself.

Conflict checks before you even ask

When a new contact enters Clio through intake, OpenClaw runs a conflict check against your existing matters and contacts. It flags potential conflicts and surfaces them before you've spent any time on the lead. Catches things that a quick manual search might miss, like alternate spellings or related entities.

Task and deadline monitoring

OpenClaw watches your Clio tasks and calendar entries for upcoming deadlines. Filing due in three days with no document attached? You get a heads-up. Client meeting tomorrow with no prep notes? Flagged. It reads the matter context and alerts you to things that need attention before they become problems.

What is OpenClaw?

OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, practice management. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.

It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.

What this looks like in practice

Three scenarios where OpenClaw and Clio work together.

Solo Attorney

The intake lead you'd normally miss

You're in a deposition from 10 AM to 3 PM. During that time, four intake leads come through Clio Grow. OpenClaw responds to each one within a minute. It asks about their situation, checks for conflicts against your existing matters, and schedules a consultation for the two that look like good fits. You come out of the deposition to two qualified appointments on your calendar, with full context on each one.

Small Firm (5 Attorneys)

Billable hours that actually get captured

Your associates send dozens of client emails per day. Each one is billable work, but half of it never gets logged. OpenClaw watches outgoing emails tied to client matters and creates draft time entries in Clio with the correct matter code, a description of the work, and a duration estimate. Associates review and approve them in batch at end of day. Your firm captures an extra 45 minutes of billable time per attorney per day.

Mid-Size Firm

Collections without the awkward conversations

Your firm has $340K in outstanding receivables over 30 days. Someone needs to follow up, but nobody wants to. OpenClaw checks Clio's billing data daily and sends follow-up emails on your schedule. Professional tone, client-specific context, escalating firmness. Clients who pay get a thank-you note logged to the matter. Clients who don't get flagged for your attention with a full payment history summary.

How setup works

Three steps. We handle the technical work.

1

We connect OpenClaw to your Clio account

We set up API access to Clio Manage (and Clio Grow if you use it) and configure webhooks so OpenClaw can listen for new contacts, matter updates, activity events, and billing changes. This happens on day one.

2

We configure the AI for your practice

Your practice areas. Your intake criteria. Your billing rules. Your communication style. We train OpenClaw on how your firm works so it responds to leads, logs time, and follows up in a way that fits your practice. Not generic. Specific to how you operate.

3

OpenClaw starts operating your Clio

Intake leads get responses. Time entries get created. Invoices get follow-ups. Matter records stay updated. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's handling the administrative side of your practice on its own.

Simple pricing

One-time setup. No monthly fees from us. No contracts.

Discovery Call

See if this makes sense for your practice.

Free

  • 15-minute video call
  • Review your Clio setup and goals
  • Honest recommendation on next steps
Book a Call
Most Popular

Remote Setup

Full Clio integration over screen share.

$1,200

  • Full OpenClaw + Clio API integration
  • Webhook configuration for intake and matters
  • AI configured for your practice areas and voice
  • 14 days of post-setup support
Book a Call

In-Person Setup

We come to your office. NYC area.

$2,400

  • Everything in Remote, plus
  • On-site at your office in NYC
  • Full team training session
  • 30 days of post-setup support
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Common questions

Does OpenClaw replace Clio?
No. OpenClaw connects to Clio through its API and operates it on your behalf. Your Clio account, matter data, billing records, and documents stay exactly where they are. OpenClaw adds a layer of intelligence so things get done without you manually doing them. Think of it as a very diligent legal assistant who lives inside your practice management system.
What Clio features can OpenClaw access?
OpenClaw connects to Clio's full REST API: matters, contacts, activities, tasks, calendar entries, bills, trust accounting, documents, and communications. It also listens to Clio webhooks for matter, contact, and activity events. Both Clio Manage and Clio Grow are supported. If Clio exposes it through the API, OpenClaw can read it, write to it, and act on it.
How long does the integration setup take?
Most Clio integrations are fully running within 3 to 5 days. The API connection and webhooks go live on day one. The remaining time is spent configuring OpenClaw for your specific practice areas, billing rules, intake criteria, and communication preferences. Within a week, it's handling intake responses, time logging, and follow-ups on its own.
Which Clio plan do I need?
Any Clio Manage plan works, since all plans include API access. If you also use Clio Grow for intake and CRM, OpenClaw can connect to that too. No special add-ons or enterprise tier required. The only requirement is an active Clio subscription.
Is my client data safe with OpenClaw?
OpenClaw is open-source software that runs on your own devices. Your data never passes through our servers. It connects directly to Clio's API from your machine, which means attorney-client privilege and confidentiality stay intact. You control the keys, the data, and the access. Nothing leaves your environment.

OpenClaw + Clio works for legal practices of all sizes. See setup details for related industries:

Ready to get your hours back?

Book a free 15-minute call. We'll look at your Clio setup together and figure out where OpenClaw can take the administrative work off your plate.

Book a Free Discovery Call