LawAutomate Clio with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with Clio. It runs 9 supported actions in Clio, including time entry posted, communication added, and create matter, and connects it to LawPay, NetDocuments, and Microsoft Outlook. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost Clio integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Clio and every tool it touches, including the screens with no API.
Supported actions9
- New matterTriggers when a new matter is opened in Clio.
- New contactTriggers when a new contact is created.
- Time entry postedTriggers when a new time entry is recorded.
- Communication addedTriggers when a call, email, or meeting is logged.
- Create matterOpen a new Clio matter with client, billing, and intake fields.
- Create contactAdd a person or company contact to Clio.
- Create noteLog a timestamped note against a matter.
- Create time entryRecord time against a matter with rate and activity code.
- Upload documentAttach a document to a matter with metadata.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Clio
Connect Clio to Caddi
Allow1Sign in to Clio
One click with your own Clio login. No API keys.
Automate initials-based file naming in Clio.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Clio
Why teams automate Clio
Clio runs the day-to-day at thousands of firms — but the back-office around it is still a series of manual handoffs between matter staff, finance, and intake. Caddi AI Agents automate those handoffs.
Almost every Caddi customer who uses Clio finds the same dozen workflows eating staff time: filing the right document to the right matter, posting payments, renaming PDFs, and chasing missing paperwork. We've automated all of them.
Loops Caddi runs against Clio
Initials-Based File Naming
Real customer flowCaddi looks up claim numbers in the matter system to confirm the assigned paralegal and renames documents with the correct initials, reducing cross-referencing work.
Matter-linked filenames become more accurate and easier to track.
Docketed Mail Uploads
Real customer flowCaddi cross-checks docketed mail items, uploads the required documents to the board mail folder, and archives processed files — reducing manual tracking for legal operations teams.
Board mail records stay complete, organized, and easier to maintain.
Payment Order Uploads
Real customer flowCaddi batch-uploads payment order PDFs to the correct matters and verifies each assignment before finalizing.
Payment order documents are filed to the right Clio matter more accurately.
Check PDF Uploads
Real customer flowCaddi renames check PDFs to a standard format, uploads them to the correct matter, and shares them with clients through the client portal.
Correctly named files reach the right matter and client faster.
Client Document Batch Uploads
Real customer flowCaddi batch-uploads client documents to the correct matters, applies the right metadata and disclosures, and shares eligible files with clients.
Client documents are uploaded and shared faster with more consistent matter association.
Accounting File Archiving
Real customer flowCaddi uploads accounting files to the correct matter and archives processed documents, reducing manual filing for billing and finance teams.
Accounting records are uploaded to the right matter and archived in a more organized way.
Where law firms use it
Client intake & matter opening
Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Clio automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Clio matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Clio and your billing system, with reconciliation logged back to each matter.
Compliance & follow-ups
Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Clio data and route the output to the right inbox.
Questions about automating Clio
Does Caddi have a real Clio integration?
Yes. Caddi runs verified code against Clio's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Clio is reviewed before it runs in production.
Do I need engineering help to automate Clio with Caddi?
No. You demonstrate the workflow, clicking through Clio the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Clio data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Clio, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Clio to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Clio, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Clio?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Clio?
Drop your work email and we'll show you Caddi running end-to-end against Clio and the rest of your stack.