How does a project use Clio - Australia?

You attach the connection to the project that works with it. That project's agreements decide what the agent does there.

Who decides what the agent can do?

You do. It only gets the permissions the job needs, and you can follow and steer the work from the conversation.

How does Clio - Australia fit our workflow?

Tell us what work you do with Clio - Australia. In the demo we look at what is possible and how it fits your project.

Sales & CRM · OAuth

Clio - Australia.
Connected to your work.

Bring Clio - Australia in with the rest of the work. You choose which project the connection joins, and the agent works there with your agreements.

Try free for 14 days See what it can do

Clio - AustraliaSales & CRM

This is what you ask itClio - AustraliaShow me what this connection can doClio - AustraliaPut Clio - Australia in the project where we use itClio - AustraliaTurn the way we work into an instruction

Auttendo drafts, you approve. Nothing sends without you.

What your agent can do with Clio - Australia.

You choose the capabilities for the assignment and the access you give them.

Actions

Triggers

The names and descriptions come from the connection itself.

Create New MatterCreates a new matter in Clio.
Create New TaskCreates a new task in Clio.
Update MatterUpdates an existing matter in Clio.

What is available depends on the access and permissions of your connection. This list shows what the connection itself offers.

Your tools connected. Your team in control.

You choose the tools for the job. Follow what your agent uses in the conversation and see where your input is needed.

Connect the tools you use.
Connect your account and bring your existing workspace with you.
Give your project the right context.
Make knowledge and tools available for the work your agent takes on.
Follow the work in the conversation.
See which actions were completed and decide when the work calls for it.