AI for Clio that knows the rest of your business
Clio holds matters, clients, tasks and deadlines. Liaison connects to it with access you grant and opens matters and tasks from new inquiries, and keeps each matter current with what happens in the inbox, the calendar and the billing.
Because it reads Clio together with your inbox, your books and your files, an answer about matters, clients, tasks and deadlines comes with the rest of the picture. You keep Clio; nothing is replaced or re-entered.
What Liaison does with Clio
- Opens a matter and its first tasks from a new client inquiry, for an attorney to review.
- Adds tasks and deadlines to the matter from the emails and calendar invites that create them.
- Drafts routine client updates in the firm’s voice, for attorney review before anything is sent.
- Follows up on unpaid invoices with one reminder per client.
Questions it answers across Clio and your other tools
- “Which inquiries from this week still have no matter opened?”
- “What deadlines land in the next ten days, and who owns each one?”
- “Which clients have an invoice more than 30 days past due?”
- “Which client emails from this week are still waiting on a reply?”
What it can do in Clio
3 actions Liaison can take in Clio. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create New MatterCreates a new matter in Clio
- Create New TaskCreates a new task in Clio
- Update MatterUpdates an existing matter in Clio
Works alongside Clio
The tools Liaison most often reads together with Clio.
Liaison in Clio, set up with you, for $629 a month.
- Connects to Clio with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Clio with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Clio?
No. You keep Clio exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your files, and does the work in it the way a person on your team would.
How does Liaison connect to Clio?
With access you grant from your own Clio account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Clio without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.