development in the details
Vicam Clio MCP is our product for law firms that run their practice in Clio, and the attorneys at a personal-injury law firm already work with it. It connects Claude, ChatGPT and other AI assistants to Clio, so an attorney can ask for a matter's details, add a calendar entry, log time or open a new matter in plain language instead of clicking through screens.
It is an MCP server. MCP is an open standard that lets AI assistants connect to other software.
What Attorneys Can Ask For
The assistant works with the parts of Clio a law firm uses every day: matters, contacts, calendars, tasks, notes, time and expense entries, documents and folders, bills and payments. Attorneys can find a matter and its contacts, check what is on the calendar, add a task or a note, record time, download a document or look up a client's billing. Opening a new matter is a guided workflow: it finds the client or creates one, opens the matter and can set up the first records the firm needs.
Signed In as Themselves
Each attorney connects their own Clio account, so the assistant sees and changes only what that person can in Clio. The firm's Clio credentials stay on our server.
Careful with Changes
Every action carries a risk level. Reading and routine updates go straight through, while changes that are risky or can't be undone, such as deleting a matter or a contact, wait for the attorney to confirm. Every call is logged, and the firm's administrators can review connections, access and the full audit log.
A Teams Channel for Every New Matter
When a matter is opened in Clio, the server creates a channel for it in the firm's Microsoft Teams. The channel is named from the matter number and describes the practice area, the responsible attorney, the open date and a link back to the matter in Clio. Each matter gets exactly one channel, however many times Clio reports the change.
