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Productivity

Clio Manage (US) for your Agent

Flow can look up tasks, projects and pages in Clio Manage (US), and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Clio Manage (US). Connect by signing in with Clio Manage (US).

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Create a task in Clio Manage (US) for each document the Lyon tender asks for, due two days before the deadline.

Connect Clio Manage (US) in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Clio Manage (US).

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Clio Manage (US).

What Flow can do depends on what Clio Manage (US) offers through its API and on the access you choose.

Things to ask

Type these to Flow once Clio Manage (US) is connected.

  • Clio Manage (US)

    Create a task in Clio Manage (US) for each document the Lyon tender asks for, due two days before the deadline.

  • Clio Manage (US)

    What is still open in Clio Manage (US) for our hospital bid?

About Clio Manage (US)

Clio Manage (US) is legal practice management for United States-region accounts on app.clio.com. Centralize clients, matters, calendars, tasks, time entries, and billing to run your firm efficiently.

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