What Horizon can see
In Clio, Horizon can work with matters, contacts, activities, documents, tasks, calendar entries, bills and other supported firm records.
ClioLegal and conveyancing software
AI automation inside Clio.
Give legal teams one governed view of approved Clio work, then prepare supported matter actions for review.
Matter briefing
GK
@Horizon, brief me on the Atlas matter using Clio tasks, activities, documents and the latest Outlook emails.
On it. Checking Clio and Outlook now.Matter, tasks and activities checked in Clio
Latest client emails read in OutlookCross-checked and compiled into one briefing
A joined matter briefing.
Next-step worklist
DF
@Horizon, show me matters with overdue tasks or upcoming deadlines and who owns the next step.
On it. Checking Clio now.Matters, tasks and deadlines checked in ClioAnything overdue flaggedCross-checked and compiled into one list
A deadline and next-step worklist.
Two legal-work updates
SL
@Horizon, prepare the next task and client update for this matter, but do not save or send either.
On it. You approve before anything is saved.Matter checked in ClioDraft task prepared for ClioNothing saved in Clio until you approve
Two legal-work updates ready for review.
The connection
How does Horizon actually get into Clio?
Horizon connects through Clio's official API. Your organisation approves the account, records and actions in use before the workflow is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ClioYour approved records
What Horizon can prepare
Horizon shows your team each proposed Clio change before anything is saved. Supported matter, task or contact changes stay behind lawyer or authorised-staff review.
How work can start
For Clio, Horizon can respond to supported Clio changes and reconciles agreed matter records on a schedule.
What we confirmed about the Clio connection
- Clio Duo already provides a native AI tool inside Clio Manage.
- Horizon adds value when matter work must also use email, documents, other software and the firm's approval rules.
- Every legal recommendation and client-facing action stays with authorised staff.
Checked against official Clio information on .
Day to day
Use Clio without jumping between systems.
Clio stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Clio.
Common questions
Using Horizon with Clio, answered.
What could our team ask Horizon to do with Clio?
Give legal teams one governed view of approved Clio work, then prepare supported matter actions for review. Typical results include a joined matter briefing, a deadline and next-step worklist, and two legal-work updates ready for review.
Can our team use Clio from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Clio information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Clio with Outlook, SharePoint or our other software?
Yes. We design one workflow around Clio and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Clio, not just answer questions?
Yes, where Clio supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Clio?
We start with one useful, controlled request such as: @Horizon, brief me on the Atlas matter using Clio tasks, activities, documents and the latest Outlook emails. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Clio administrator authorises the application and its access. We confirm the firm, matters, sensitive records and review rules before testing live data.
Does Horizon replace Clio?
No. Clio remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Clio workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Clio.
Tell us the Clio job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.