Keep review materials linked
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SPIRITT
Clio ManageClio Manage
Keep matter work moving
Give SPIRITT your Clio Manage mission. Run Clio Manage matter operations, coordinate tasks and records, and verify administrative follow-through.
What you can do with Clio Manage.
Keep matter context complete
Resolve the right client and matter, maintain notes and contact details, and preserve exact record identity.
Carry operations to completion
Create and update matter tasks, record activities, and coordinate internal calendar work with clear outcomes.
Build a matter operations desk
Create an intake, task delivery and document-generation system around Clio Manage records and attorney-approved workflows.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace where your agent can build systems and work with matters, contacts, tasks, activities, and documents.
02
Connect Clio Manage
Connect Clio Manage so your agent can work with your matters, contacts, tasks, activities, and documents.
03
Hand over a mission
Name the outcome. SPIRITT executes the work, coordinates connected apps, and keeps the mission moving.
Hand over a mission.
Choose a mission. Make it yours.
Put Clio Manage to work.
Keep matter work moving
Questions
Clio Manage, with SPIRITT.
01What can SPIRITT do with Clio Manage?+
Run Clio Manage matter operations, coordinate tasks and records, and verify administrative follow-through. Resolve the right client and matter, maintain notes and contact details, and preserve exact record identity.
02Can SPIRITT build a custom system around Clio Manage?+
Create an intake, task delivery and document-generation system around Clio Manage records and attorney-approved workflows. SPIRITT builds the application alongside Clio Manage and keeps source records linked to the work it executes.
03Does a Clio communication record send an email or place a call?+
No. It records the communication that happened. SPIRITT uses a separately authorized channel for outreach. Clio tasks and supported calendar operations here suppress notifications; document generation is tracked to an actual result, not assumed complete from submission.
04How does SPIRITT avoid confusing similarly named matters?+
SPIRITT uses exact client and matter identifiers or supported exact-match lookups, and preserves ambiguous matches for resolution instead of choosing arbitrarily. Administrative tasks, notes and generated-document records stay attached to the verified matter.
05Can SPIRITT keep this Clio Manage workflow running?+
Yes. Give SPIRITT a checking schedule and an outcome to own. It can revisit matters, contacts, tasks, activities, and documents, persist progress between runs, and follow unresolved work through your connected apps. Matter work follows the selected access scopes and attorney-approved process; the agent does not invent legal advice, deadlines or filing outcomes.
06How do I get started with Clio Manage?+
Open a SPIRITT workspace, connect Clio Manage, and hand over a mission. Name the records to work with, the outcome, and the companion apps you want involved.