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Clio — connected to your AI assistant.
Connect Clio Manage to your AI assistant — view matters, contacts, documents, billing, and more.
What your attorneys can ask
Once Clio is connected, your team can ask your AI assistant questions like these:
“What matters are open for client Acme Corp in Clio?”
“Show me all unbilled time entries for the Johnson case.”
“Which contacts are associated with the Martinez estate?”
“List all tasks due this week across my Clio matters.”
“Pull the billing summary for matter #2847.”
What's included
Once connected, your AI assistant can:
- View matters and case status
- Access contacts and client information
- Review documents and billing records
- Search time entries and tasks
How to connect
1
Click Connect in your Ferrule dashboard.
Choose Clio from your integrations list and click Connect.
2
Log in with your Clio account.
Authorize Ferrule to access your account. No passwords saved — your existing account handles authorization.
3
Done.
Your AI assistant now has access to your connected tools. Ask it anything.
Included in Starter ($49/mo) and Pro ($149/mo).
No add-on fees. No per-use charges. One flat monthly rate for your entire firm.