Legal Integration
Best AI Assistant for Clio
Carly is an AI assistant that connects to Clio so you can open matters, add contacts, log time entries, and create tasks — all by email or text. No logging into Clio between hearings and client calls.
Try Carly →What Carly can do with Clio
Capture time entries the moment work happens
Text Carly right after a call or task — "log 0.4 hours to the Reyes matter for reviewing the settlement draft" — and she records the time entry in Clio before the detail slips away.
Open new matters and contacts fast
Email Carly a new client's name, contact info, and matter type and she creates the contact and opens the matter in Clio, so intake doesn't wait for you to sit down at a desk.
Create and check tasks on the go
Tell Carly to add a task like "file the motion by Friday" to a matter, or ask what's due this week, and she creates it or pulls your open tasks and deadlines from Clio.
Pull matter details before a call
Ask Carly for a client's matter status, contact info, or recent notes and she sends it by email or text — no digging through Clio while the client waits on the line.
Why attorneys are using AI to run Clio
Clio is the practice management system most firms run on — matters, contacts, calendars, tasks, documents, and time tracking all live there. The problem is that the billable hour and data entry fight each other. Every minute a lawyer spends clicking into a matter to log time or open a task is a minute not spent on legal work, and time entries logged from memory at the end of the week are the ones that leak revenue.
An AI tool for Clio should let attorneys and paralegals update the system the moment work happens — right after a call, walking out of court, between client meetings — without stopping to open the app. When logging a 0.3 time entry is as fast as sending a text, it actually gets captured. When it means opening Clio, finding the matter, and filling out a form, it gets forgotten.
How Carly works as your AI Clio assistant
Carly connects to your Clio account through the Clio API. Once connected, you manage matters, contacts, time entries, and tasks over email or text — like having a paralegal who keeps Clio current while you focus on the case.
Just wrapped a 20-minute client call? Text Carly to log a time entry against the Henderson matter and she records it in Clio with the duration, description, and billing rate. New client referral came in? Email Carly the details and she creates the contact and opens a new matter. Need to know what's due this week? Ask Carly and she pulls your open tasks and matter deadlines from Clio.
Because Carly works from outside Clio, she can also line your matter data up against your calendar and email — checking whether a client has an upcoming appointment, or pulling recent correspondence next to their Clio matter record before you call them back.
Who uses Carly with Clio
Solo attorneys and small-firm lawyers who bill by the hour and can't afford to lose time entries to a busy day in court. Paralegals and legal assistants who keep matters, contacts, and tasks organized but don't want to be tied to a screen. Office managers at small firms who want the team logging time and updating matters consistently without chasing everyone at month-end. If your firm runs on Clio but hates the data entry, Carly keeps it current from wherever the work happens.
See it in action
How to connect Clio to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Clio
Authorize the Clio integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Clio. She handles the rest.
Frequently asked questions
What is the best AI tool for Clio?
Carly is an AI assistant that connects to Clio and lets you log time entries, open matters, add contacts, and create tasks — all by email or text. She works from outside Clio, so you can keep your practice management system current from court, the car, or between client calls without opening the app.
Can AI capture time entries in Clio?
Yes. With Carly, you text or email something like "log 0.4 hours to the Reyes matter for reviewing the settlement draft" and Carly records the time entry in Clio within seconds, with the duration, description, and matter attached. Capturing time the moment work happens means fewer billable hours lost to memory.
How does Carly connect to Clio?
In your Carly dashboard at carlyassistant.com/integrations, connect Clio with your API key. Once connected, Carly can log time entries, open matters, create tasks, and pull matter and contact details from your Clio account.
Can Carly open new matters and contacts in Clio?
Yes. Email or text Carly a new client's details and the matter type and she creates the contact and opens the matter in Clio. Intake happens the moment the referral comes in, not whenever you next get back to your desk.
Can Carly pull matter and task details from Clio?
Carly can pull matter statuses, contact information, notes, tasks, and upcoming deadlines from Clio on demand. Ask her what's due this week or for a specific client's matter and she sends it to you by email or text.
Is Carly different from Clio's built-in automations?
Yes. Clio's workflows and automations run inside the platform based on rules and triggers. Carly is an external assistant you email or text — she gives you on-demand access to your matters, time entries, and tasks from anywhere and lets you take action without logging in. She also connects Clio to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."