Tell your agent what you need in a message or voice note. It can work in Clio for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Clio agent, follow up on our discussion and make the updates.
Clio agent
Done. It’s all in Clio.
Automate Workflows with Clio
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Clio.
Your agent, your control
Choose what your agent can access and how it can act in Clio. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Clio AI Agent Do?
Find matters and documents
Search Clio for supported matters, contracts, clients, documents, and recent activity.
Create legal records
Create supported matters, contracts, requests, notes, or follow-up tasks in Clio.
Update legal workflows
Change supported status, owner, dates, clauses, fields, or approval information in Clio.
Flag deadlines and risk
Check Clio for upcoming deadlines, pending approvals, missing information, or risk.
Summarize legal activity
Bring supported matter, contract, and workflow information from Clio into the chat.
Coordinate reviews and approvals
Keep legal follow-up and recurring compliance work moving through Clio.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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