clio

Log a time entry (billable activity) against a Clio matter

Consolidated view of one Clio matter — contacts, open tasks, recent activities, recent communications, and bills

Search Clio contacts by name, company, or email

Search or list Clio matters by name/client and status

Use this skill when working with the Clio Manage MCP tools — OAuth 2.0 Authorization Code connection via Conduit, the matters-as-hub data model, decision-tree tool navigation, pagination, and the deliberate v1 scope limits (no delete anywhere, documents metadata-only, communications/ calendar/bills read-only). Essential background before touching any other Clio skill.

Use this skill when creating, updating, searching, or reasoning about Clio contacts — the people and companies connected to matters. Covers person vs. company contacts and the relationship between a contact and the matters they're party to (client, opposing party, witness, and other roles).

Use this skill when creating, updating, searching, or reasoning about Clio matters — the case/client-file object that almost everything else in Clio hangs off of. Covers the matter status lifecycle, linking a matter to a client contact, practice areas, custom fields, and matter numbering.

Use this skill when logging time or expense activities against a Clio matter, or when reading (not writing) bills. Covers the activities domain's create-only lifecycle, the billing-read/time-entry-write split, and why billing mutations are out of scope for v1.