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Clio

Legal: billable call-time logging, appointment SMS, and case-status lookup.

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What it does

Clio Manage users will be able to log every Nova call against the matched Matter and capture billable time automatically, plus send appointment-reminder SMS through Flare and have SARA answer "what is the status of matter #X?" through an external skill.

How it integrates

  • Clio Manage REST API — OAuth 2.0.
  • Nova call.end webhook → Clio Activity (Time Entry) with duration as billable time.
  • Flare REST API + Clio appointment hooks for reminders.
  • Aura external skill calls Clio Matters API with attorney-scoped tokens.

Example use cases

Use case 1

Auto-log every client call against the matched matter with billable minutes recorded.

Use case 2

Send appointment-reminder SMS 24 hours before a client meeting.

Use case 3

IVR: "your matter status by saying the matter number" → SARA reads the latest update.

Use case 4

Client texts the firm → Clio Matter Note created automatically.

Setup

Roadmap

Clio is on the SIPSTACK roadmap. The mechanism above describes the planned connection — register interest below and we will reach out when the connector enters private beta.

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