5 AI Integrations That Supercharge Your Clio Workflow

Target Audience: Clio users who need specialized litigation tools

Clio Manage AI vs. Specialist AI: Why Your Firm Needs Both

Clio is the undisputed operating system for modern law firms. With the recent release of Clio Manage AI (formerly Clio Duo), they have revolutionized the administrative side of legal practice.

Manage AI is brilliant at what it does: summarizing client emails, automating bill generation, and managing tasks. It keeps the lights on and the cash flowing.

But for high-stakes litigation, "practice management" is only half the battle. You also need "case strategy." Generalist AI models are great at writing emails, but they often struggle with the nuance of complex evidence analysis.

To build a true "AI Law Firm," you need to stack specialized tools on top of your Clio foundation. Here are the 5 essential integrations for 2026.

1. Clio Manage AI (The Native Powerhouse)

Best for: Admin, Billing, and Communication

Use Clio's native AI to handle the administrative burden. Let it draft your engagement letters, summarize lengthy client email threads, and audit your bills for errors before they go out. It is the perfect "Office Manager."

2. ChronoLaw (The Litigation Engine)

Best for: Case Strategy, Timelines, and Evidence Analysis

While Clio manages the firm, ChronoLaw manages the facts.

Through our seamless integration, you can pull documents directly from a Clio Matter into ChronoLaw. Our AI builds a verifiable chronology of events, highlighting key evidence and inconsistencies. Once the timeline is set, key dates (statutes of limitations, critical meetings) are pushed back into your Clio Calendar.

The Workflow: Intake in Clio → Strategy in ChronoLaw → Billing in Clio.

3. LawPay (The Financial Guardrails)

Best for: Secure Payments

LawPay's AI fraud detection analyzes transaction patterns to flag suspicious payments before they hit your trust account, protecting you from liability.

4. Dialpad (The AI Voice)

Best for: Client Calls and Transcription

Stop taking handwritten notes during calls. Dialpad integrates with Clio to provide real-time AI transcription of client calls, automatically saving the transcript and a summary to the relevant Clio matter file.

5. Casetext / CoCounsel (The Researcher)

Best for: Legal Research

For pure case law research, you need a specialist. CoCounsel's integration ensures you are finding the right precedent.

Conclusion: The "Best of Breed" Approach

Don't settle for a "one-size-fits-all" tool. The most profitable firms in 2026 will be the ones that leverage Clio for the business of law, and specialist AI like ChronoLaw for the practice of law.

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Already using Clio? Connect ChronoLaw to your Clio account in minutes and start building AI-powered case strategies today.