Clio Grow lead summarisation and follow-up drafts
Designed around a clear trigger inside Clio, a reviewed AI draft and a measurable reduction in admin time.
CliotoReview
Software
Legal and conveyancing software
AI automation for Clio.
Clio is a global legal practice management and client intake platform used by Australian firms and chambers. Horizon AI builds reviewed AI workflows that sit inside Clio, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Clio
Legal and conveyancing
- Faster matter intake and conflict checking
- Less time on routine client correspondence
- Cleaner document collection and chasing
- Reviewed AI drafts for engagement letters and updates
How AI fits in Clio
AI workflows that speak Clio's language.
Below are the actual product modules, features and ecosystem partners Clio uses - the AI layer Horizon AI builds slots into these, not around them.
AI agents intake leads through Clio Grow, convert qualified matters into Clio Manage with the right billing arrangement and trust ledger, and draft engagement letters and pleadings from Clio Draft templates. Clio Duo summarises matter history for the partner, and agents reconcile trust transactions inside Clio Accounting while Clio for Clients keeps the client updated - all without conflict checks slipping.
By the numbers. Used by 400,000+ legal professionals across 130+ countries. In Australia, 89% of Clio users report a positive impact on growth (Clio Legal Insights Report 2026).
Clio modules and features we work inside
Clio ManageClio GrowClio DuoClio DraftClio AccountingClio for Clients
Other Clio implementation specialists in Australia
- 250+ Clio App Directory integrations (e.g., NetDocuments, Dropbox)
- InfoTrack for Clio (Australia)
Horizon AI sits alongside these specialists - not as another implementer of Clio itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Clio AI workflows
First workflows worth automating in Clio.
Each workflow has a defined trigger inside Clio, a reviewed AI step and a measurable change in how the team spends its week.
Matter intake briefs from intake forms and emails
Designed around a clear trigger inside Clio, a reviewed AI draft and a measurable reduction in admin time.
CliotoReview
Routine client update drafts from Clio Manage activity
Designed around a clear trigger inside Clio, a reviewed AI draft and a measurable reduction in admin time.
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Document collection chasing with matter context
Designed around a clear trigger inside Clio, a reviewed AI draft and a measurable reduction in admin time.
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Time entry suggestion from calendar and matter activity
Designed around a clear trigger inside Clio, a reviewed AI draft and a measurable reduction in admin time.
CliotoReview
How the integration works
AI inside Clio, not bolted on top.
Clio integrations are scoped through the firm's existing user accounts, with read and write permissions limited to the matters and document folders the workflow needs.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Clio into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
ClioSource
Reviewed draftReview gate
ClioAction
- AI Summary drafted review
- OK Clio update prepared queued
Often paired with
Software we build Clio workflows alongside.
Best fit for
Clio sits at the centre of legal and conveyancing teams.
If you run legal and conveyancing on Clio, the sector landing page covers the full software stack we build around.
Common questions
Clio AI automation, answered.
Can Horizon AI integrate with Clio?
In most cases yes. Clio exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Clio?
No. Clio stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Clio.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for law firms and conveyancers patterns we have built before.
Ready to layer AI inside Clio?
Tell us the Clio workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.