# 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. - Tool: Clio - US - Category: Developer Tools - Connection: One-click OAuth - Actions available: 3 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/clio-us ## 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 ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 3 Clio - US actions, chains them together 3. **Runs in Clio - US** - Helps you manage law firm cases, clients, and billing - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## 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. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - By default, sensitive Clio - US actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. - Viktor is not affiliated with or endorsed by Clio - US. ## What can you ask Viktor to do in Clio - US? - "Check Clio - US for cases with an upcoming deadline and summarize them." - "Pull this month's billable hours from Clio - US by matter." - "Draft a client update in Clio - US for this matter's latest status." - "Watch Clio - US for a new client intake and route it to the right attorney." ## How does Viktor work with Clio - US? 1. Open Viktor in a supported workspace. 2. Connect Clio - US with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Clio tools, combines them with your other connected tools in one request when needed, and reports back. Changes wait for your approval when your workspace asks for it. ## What can Viktor do in Clio - US? (3 actions) - **Update Matter** - Updates an existing matter in Clio. - **Create New Task** - Creates a new task in Clio. - **Create New Matter** - Creates a new matter in Clio. ## Viktor uses Clio - US together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Developer Tools integrations - [Pipedream Utils](https://viktor.com/integrations/pipedream-utils) - [Databricks (OAuth - Service Principal)](https://viktor.com/integrations/databricks-oauth-service-principal) - [ServiceNow](https://viktor.com/integrations/servicenow) - [Bright Data](https://viktor.com/integrations/bright-data) - [PagerDuty](https://viktor.com/integrations/pagerduty) - [Universal API](https://viktor.com/integrations/universal-api) - [Vercel](https://viktor.com/integrations/vercel) - [Formatting](https://viktor.com/integrations/formatting) ## FAQ ### Does Viktor integrate with Clio - US? 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. ### How do I connect Clio - US to Viktor? 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. ### What can Viktor do in Clio - US? 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. ### Do I need to build workflows for Clio - US? 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. ### Is my Clio - US data secure with Viktor? Yes. Viktor connects to Clio - US in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. By default, sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Clio - US integration cost? Nothing extra - every integration, including Clio - US, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month. ### Can Viktor use Clio - US together with my other tools? Viktor runs the Clio tools, combines them with your other connected tools in one request when needed, and reports back. Changes wait for your approval when your workspace asks for it. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.