Step 1: Connect your stack
Connect Clio by signing in with your Clio account (OAuth). Viktor works within what that login can reach.
Clio - US AI employee
Viktor works in Clio - US for you. Ask in Slack or Microsoft Teams.
Viktor is an AI employee that connects to Clio - US and helps you manage law firm cases, clients, and billing, running 3 Clio - US actions for you like Create New Matter, Update Matter, and Create New Task. Ask in plain English from your workspace; Viktor does the work in Clio - US and reports back. Viktor connects in one click via OAuth.
Works in Slack & Microsoft Teams
What can your AI employee do in Clio - US?
Viktor, the AI employee, connects to Clio Manage in the US region when you sign in with your Clio account (OAuth). The connection offers 8 tools: 3 named Clio actions (create a matter, update a matter and create a task) and 5 direct calls to Clio's API (GET, POST, PUT, PATCH and DELETE). With them he works with Clio data such as matters, contacts, tasks and time entries, within the access you grant at sign-in.
Permissions: Viktor acts as the Clio user who signed in and can never do more than that user is allowed to. Changes wait for your approval when your workspace asks for it.
This page covers Clio's US region (app.clio.com). Clio accounts in Canada, the EU and Australia use the separate Clio - Canada, Clio - EU and Clio - Australia connections.
Viktor is not affiliated with or endorsed by Clio.
Setup: in Viktor, open Integrations, pick Clio - US, click Connect and sign in with your Clio account. You can disconnect at any time.
What teams use Viktor for in Clio - US
- He lists matters with a task due this week and posts a summary to your team's channel.
- He turns a new client request from a Slack thread into a Clio matter with a first task, and reports back in the thread.
- He pulls this month's time entries by matter so you can check them before billing.
About Clio - US
Legal software
Use Clio - US from Slack and Microsoft Teams
Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Clio - US, does the work and posts the result in the same thread, so nobody has to switch tabs.
He can also run Clio - US work on a schedule, like a weekly Clio - US summary posted to your team's channel. By default, anything sensitive waits for your approval before it runs.
You ask in your workspace
Describe what you need in plain English
Viktor picks the actions
Selects from 3 Clio - US actions, chains them together
Runs in Clio - US
Helps you manage law firm cases, clients, and billing - your real data.
Reports back
Delivers the finished result to your workspace
Try asking Viktor
What can you ask Viktor to do in Clio - US?
Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.
“Check Clio - US for cases with an upcoming deadline and summarize them.”
— you, to @Viktor
“Pull this month's billable hours from Clio - US by matter.”
— you, to @Viktor
“Draft a client update in Clio - US for this matter's latest status.”
— you, to @Viktor
“Watch Clio - US for a new client intake and route it to the right attorney.”
— you, to @Viktor
How it works
How does Viktor work with Clio - US?
Example conversation
Teammate
@Viktor check Clio - US for cases with a filing deadline this week and summarize what still needs to move.
Viktor
On it. Checking Clio - US for cases with a filing deadline this week and flagging what's at risk.
Step 2: Tell Viktor what you need
Message Viktor like you'd message a teammate. "Check Clio - US for cases with an upcoming deadline and summarize them." "Pull this month's billable hours from Clio - US by matter." Plain English, any tool.
Example conversation
Viktor
⚖️ Deadline check:
4 filings due within 48 hours.
One matter is missing a signed engagement letter.
Filed three on time, one needs your sign-off.
4 filings due within 48 hours.
One matter is missing a signed engagement letter.
Filed three on time, one needs your sign-off.
Step 3: Viktor does the work, you review
Viktor opens Clio - US, runs the work, and posts back what changed. By default, sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
Actions
What can Viktor do in Clio - US?
Ask in plain English from your workspace. Viktor picks the right Clio - US actions, runs the work, and reports back. No workflows to build.
- Other
Update Matter
Updates an existing matter in Clio.
- Other
Create New Task
Creates a new task in Clio.
- Other
Create New Matter
Creates a new matter in Clio.
Works with your stack
Viktor uses Clio - US together with your other tools
Ask for outcomes that span tools - Viktor pulls from Clio - US, cross-references the rest of your stack, and delivers one finished result.
Related
More Developer Tools integrations
Viktor connects to 9,800+ tools and works across them in a single run.
Trusted by 79,000+ teams
The moment Viktor becomes part of the team.
Clio - US integration FAQ
Yes. Clio - US is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in Clio - US from their workspace - no workflow builder, no code.
Ask Viktor in your workspace to connect Clio - US, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time.
Viktor can run 3 Clio - US actions, including Create New Matter, Update Matter, and Create New Task - and chain them with other tools in a single request. In practice that means Viktor helps you manage law firm cases, clients, and billing. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.
No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Clio - US actions to take, runs them, and reports back.
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