Productivity · Integration
Clio
Add Clio to your product for your customers, and give your AI agents governed access to it.
Clio organises a law firm around the matter, the piece of client work everything else attaches to, and an integration that does not carry the matter across is producing orphaned records somebody has to file by hand. Contacts are clients and the people around them, tasks and calendar entries carry the deadlines, documents belong to the matter, and activities are the time entries that eventually become a bill. That last one is where most of the value sits, because unrecorded time is money the firm does not bill, and a product that can write an activity the moment work happens is worth more than one that reports on it afterwards. Firms customise their fields, so mapping is per tenant, and changes can be delivered as events rather than polled. fastn keeps each firm's credentials per tenant and follows Clio's versioned API.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each firm connect their own Clio account so records your product creates are filed against the right matter.
Write a time entry as an activity when billable work happens in your product, rather than reconstructing it later.
Create tasks and calendar entries against a matter so deadlines sit where the firm already looks for them.
Read matters and contacts to show a lawyer the context of a piece of work without leaving your product.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent summarises a matter's recent activity, tasks and deadlines before a meeting.
An agent drafts time entries from work recorded in your product and leaves them for review.
An agent reports which matters have deadlines this week and which have no owner assigned.
Example prompt
What is outstanding on this matter, and how much unbilled time has been recorded against it?
Set up Clio in 4 steps
- 01Enable the Clio connector in your fastn dashboard.
- 02Have each firm authorise their own Clio account so matters and client data stay under their permissions.
- 03Map the matter, contact and activity fields your product uses, then enable the events you react to.
- 04Call it from your product and expose the same governed connection to your agents.
Why teams use the Clio integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Clio integration without building it. Your customers connect their own Clio account inside your product and work their work items, assignees and due dates there, with no per-customer code on your side.
- Handle the part that actually costs time: every team configures its own fields, statuses and workflow stages. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Clio update is not your on-call problem.
- One integration serves your product and your agents. The same governed Clio connection powers in-product features and gives AI agents scoped, audited access, so you keep work items in step with what happens in your product without wiring it twice.
Used by these teams
Works well with
Docusign
QuickBooks
OutlawOften used alongside
Tools the same teams tend to run next to Clio, across other categories.
Notion
Box
AWS Simple Storage Service
Adobe Acrobat SignClio integration FAQ
How do I add a Clio integration to my product?
Enable the Clio connector in your fastn dashboard, then let each customer authenticate their own Clio account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Clio client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Clio account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Clio account and only ever sees their own work items, assignees and due dates. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Clio integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent summarises a matter's recent activity, tasks and deadlines before a meeting.
Who maintains the Clio integration?
fastn does. When Clio changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Can my product create and update work in Clio automatically?
Yes. Items can be created, updated, assigned and transitioned from your product, and changes made in Clio can trigger your workflows in return.
Does it adapt to each team's own Clio setup?
Yes. However a team has configured Clio, whether that is custom fields, statuses and workflow stages or its own calendars and working hours, those are mapped per customer, so an unusual setup works without custom code from you.
What can I build with the Clio integration?
A common starting point: let each firm connect their own Clio account so records your product creates are filed against the right matter. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Clio integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Clio does not change your per-connector cost. You can start free with 3 connected accounts.
Add Clio to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.