# Clio - US AI agent for Slack & 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 Update Matter, Create New Task, and Create New Matter. Ask in plain English in Slack or Microsoft Teams; 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 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/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." ## 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. ## How does Viktor work with Clio - US? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Clio - US with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Clio - US actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Clio - US AI agent? A Clio - US AI agent is an AI that connects to your Clio - US account and completes work in it - it doesn't just answer questions about Clio - US, it takes the actions. Viktor is that agent: an AI employee that works in Clio - US on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Clio - US actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Clio - US Legal software ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: 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. ## FAQ ### Does Viktor integrate with Clio - US? Yes. Clio - US is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Clio - US from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Clio - US to Viktor? Ask Viktor in Slack or Microsoft Teams 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 Update Matter, Create New Task, and Create New Matter - 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 to automate Clio - US? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, 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. 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; paid plans start at $50/month. ### Can Viktor use Clio - US together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Clio - US, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## 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) - [PagerDuty](https://viktor.com/integrations/pagerduty) - [Universal API](https://viktor.com/integrations/universal-api) - [ServiceNow](https://viktor.com/integrations/servicenow) - [Formatting](https://viktor.com/integrations/formatting) - [Helper Functions](https://viktor.com/integrations/helper-functions) - [Snipe-IT](https://viktor.com/integrations/snipe-it) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.