Clio Manage + Memtro

What you can do with Clio Manage in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Clio Manage tool, reads what it needs, and answers with the source cited.

• Matters by client, fee earner, status or free text, with practice area and stage
• One matter in full, with everything Clio holds about it
• Clients and contacts, with people and companies told apart as Clio records them
• Recorded time and expenses by matter, person or date, and what has not yet been billed
• Bills with their state and outstanding balance
• Documents filed on a matter, by name, category and date (metadata, not contents)
• The diary: hearings, completions and deadlines, by matter or date range
• Tasks outstanding on a matter, with assignee, priority and due date
• Correspondence logged on the file — calls, emails and letters a fee earner recorded
• Matters and their clients sync hourly into memory, so the file is already known when somebody asks

Ask it like this

Questions people ask once Clio Manage is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Where are we with the Harper share purchase agreement, and what stage is it at?
• ›Which open matters have unbilled time on them, and how much?
• ›Which of Priya's matters are still open?
• ›Which client bills are awaiting payment, oldest first?
• ›What is in the diary on the Riverside matter in the next fortnight?

Where it fits

Teams that get the most from Clio Manage in Memtro, with the rest of their stack attached.

• ProductHear what customers actually ask forFeature requests are scattered across tickets, call notes, Slack threads and issues. Memtro reads them where they live, links them to the customers who raised them, and remembers which decision closed each one.
• EngineeringKeep decisions from evaporatingDecisions, owners and deadlines are extracted from conversations and tool results into a typed, time-aware memory. Corrections supersede old facts instead of piling up next to them.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Clio Manage?

Not yet. Today every Clio Manage tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Clio Manage connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Clio Manage data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Clio Manage records into memory as entities.

How do I connect Clio Manage?

Clio sign-in. Register a Clio developer application for your region and give the operator its key and secret.