Clio

Work with Clio Directly from Your Chat

Talk to Zenzap's Clio AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected

AI agents and connected tools, right in the chat

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.

Brooklyn (You)

Hey @Clio agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Clio.

Turn chat decisions into Clio updates

Your agent connects the conversation to Clio, so what your team decides in the chat doesn't fall through the cracks.

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.

Visit Trust Center

Clio

About
Clio

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.

AI Agents Have
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Your conversations, team, AI agents, tasks, and tools in one place.

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© Zenzap LTD. All Rights Reserved 2026.

© Zenzap LTD. All Rights Reserved 2026.