Legal practice management (US/UK/CA/AU) · EBROTECH integration profile
AI integration for Clio — automate without switching
Your Clio plus AI agents on top, without switching: answer every call, intake leads and chase matters.
In short: EBROTECH connects AI to Clio without migrating: Clio stays your matters and client source of truth, and on top we add a 24/7 voice AI agent, automated intake that creates contacts and matters, and billing follow-up via its documented developer API. We do not replace Clio.
What is Clio and what is it for?
Clio is the cloud legal practice management software used by law firms across the US, UK, Canada and Australia. EBROTECH does not replace it. We put AI agents on top of the Clio you already run to capture the leads and handle the comms it does not do on its own.
What it's used for
- Keep Clio as your source of truth for matters and clients
- Answer every call with a voice AI agent so no enquiry is lost
- Qualify and intake new client leads automatically into Clio
- Chase consultations, documents and outstanding bills
What frustrates Clio users?
- Inbound enquiries hit voicemail and the prospect calls the next firm
- New client intake is a manual form-filling slog
- Consultation no-shows happen because reminders are sporadic
- Outstanding bills drift because nobody chases them consistently
What changes when AI works for you
30%
of lost appointments recovered with reminders
24/7
AI picks up the phone when you can't
5x
more Google reviews in 60 days
0
missed calls left unanswered
Typical results in the businesses we work with. We measure it with you from day 1.
What does EBROTECH automate on top of Clio?
Clio stays your source of truth. We add the layer it doesn't do on its own: answering, reminding, chasing and winning back customers with AI agents.
24/7 voice AI agent that captures the enquiry and books a consult into Clio
Automated intake that creates the contact and matter in Clio
Appointment reminders and consult follow-up by SMS and email
Billing follow-up that runs until the client pays or replies
How does AI connect with Clio?
Clio has a real, well-documented developer API and an open developer programme, so a direct connection is realistic. We confirm the exact scopes your plan exposes in discovery and do not promise what we cannot read.
What the connector does NOT do
- It does NOT replace Clio. It only connects on top.
- It does NOT touch sensitive data without your approval.
- It does NOT migrate your data to another system (migration is Tier 3).
Clio API: can you connect AI?
Clio exposes a REST API, so the AI layer reads and writes (contacts, appointments, invoices) directly — no data migration. We confirm the exact endpoints and scopes for your version in discovery.
Are you the maker of Clio?
We build Clio's official API and MCP server in weeks, under your brand or white-label, so AI agents can recommend and use your product before they can only do it with your competitors'.
How we work with vendorsCloud connection with Clio
Clio runs in the cloud, so the connection is cloud-to-cloud over its API: the AI layer and Clio talk in real time without anything installed. Your data stays in Clio.
Clio + ChatGPT, Claude, Gemini, Perplexity, Codex & MCP
Each AI tool does something different around Clio: ChatGPT (OpenAI) and Gemini (Google) draft and summarise text, Claude AI (Anthropic) reasons over complex cases, Perplexity searches and verifies facts on the fly, and Codex or GitHub Copilot help write the connector code. None of them, on their own, acts on your data — they don't read a contact, book an appointment or chase an invoice. EBROTECH builds the connector with Claude Code and OpenAI models, exposed as an MCP server where it fits, so those AI agents do act on top of Clio, safely and with your approval.
How to connect Clio with AI in 3 steps?
- 1
15-minute discovery
We confirm the scopes your Clio plan exposes and what to automate first: missed calls or new-client intake.
- 2
Connect the connector
We connect the AI layer to Clio over its developer API, mapping matters and contacts without migrating data.
- 3
Automations live
Voice AI intake, matter creation and billing follow-up run by themselves on top of Clio, with write access scoped in discovery.
When NOT to connect with Clio?
If your firm runs Actionstep, LEAP or Smokeball instead, see that profile. Clio has an open developer API; LEAP in particular is partner-gated, so the route differs there.
Frequently asked questions about Clio
Do I have to move off Clio?
No. Clio stays your system. We build the AI agents on top and migrate nothing.
Can you connect AI to Clio directly?
Yes. Clio publishes a documented developer API and runs a developer programme, so a direct connection is realistic. We confirm the scopes your account allows in discovery.
Can the AI create matters and contacts in Clio?
That is the goal. The intake flow can create the contact and matter and book the consult back into Clio. We scope the write access in discovery.
What do you automate first on top of Clio?
Whatever recovers the most work, usually catching the calls you miss and qualifying new client leads. The rest is added in phases.
Keep exploring
Do you use Clio?
We'll tell you which AI automations make sense for your case and how long setup takes — without changing your software.