Clio MCP Server

The Clio MCP Server is an open-source Model Context Protocol (MCP) connector designed to facilitate live data access from Clio for legal professionals using Claude, ensuring compliance with attorney-client privilege and ABA Opinion 512.

Key Features

• Seamless Integration: Connects Claude directly with Clio, allowing access to current data such as matters, contacts, documents, tasks, calendar events, and billing—without the need to copy sensitive client information into chat interfaces.
• Enhanced Security: Implements strict security measures, including:
  • Local-only architecture: All operations occur on the user's machine with no cloud relay, ensuring data privacy.
  • OAuth 2.0 authentication: No passwords are stored; only OAuth tokens are used, which are encrypted using AES-256-GCM at rest.
  • Audit logging: Every interaction with Clio is logged locally, maintaining a full record of tool calls while safeguarding client confidentiality.

Compliance and Trust

• Specifically designed to meet the requirements of ABA Opinion 512, this connector ensures that legal professionals can confidently utilize AI tools without compromising client confidentiality.
• Provides a trust model that includes clear usage guidelines for various tiers of Claude, helping firms select the appropriate setup for handling sensitive information.

Useful Commands

Once set up, users can interact with Claude to perform various tasks related to their legal operations, such as:

• Matters Management:
  • Show me all open matters for Acme Corp
  • What’s the status of matter 2024-0042?
• Document Handling:
  • List all documents on matter 4821
  • Get the download link for document 9934
• Task Management:
  • Create a task on matter 4821 to file the motion by Friday, high priority
• Billing Queries:
  • What is the outstanding balance on matter 4821?

System Requirements

To utilize the Clio MCP Server, ensure the following prerequisites are met:

• Node.js version 18 or later
• Claude Desktop application
• An active Clio account with the necessary permissions to create developer applications.

Setup Overview

The initial setup involves creating a Clio Developer App, generating an encryption key, and configuring the Claude Desktop settings. It is designed to be completed in about 10-15 minutes.

The Clio MCP Connector emphasizes data privacy and security, making it suitable for law firms prioritizing compliance and safeguarding client information while leveraging AI tools for improved productivity and efficiency.