ChatGPT (OpenAI) + Clio

ChatGPT (OpenAI) + Clio integrations

Create ChatGPT conversations from new Clio activities

Stay on top of your law firm's activities and streamline communication with this Clio and ChatGPT integration. Every time there's a new activity in Clio, this workflow will create a conversation in ChatGPT, making it easy to keep all team members informed and up-to-date. Improve collaboration and maintain case records effortlessly with this simple automation.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Conversation (Legacy)Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
ActionWrite

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More things you can do with Clio and ChatGPT (OpenAI)

Discover other triggers and actions you can use with Clio and ChatGPT (OpenAI)

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
Action
Write
- User Message
  Required
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write
- Text to Be Classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Text to embed
  Required
- Model
- Dimensions
- Encoding format
Action
Write
- File
  Required
- Prompt
- Response Format
- Timestamp Granularity
- Language of the Audio
- Temperature
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Prompt
  Required
- Model
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Video
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Moderation Model
  Required
- Text to be classified
- Images to Moderate
Action
Write
- Model
  Required
- User Message
  Required
- Instructions
- Info_2
- Use Prompt Template
- Images
- File_clarification
- Files
- Max Tokens
- Tool Choice
- Parallel Tool Calls
- Max Tool Calls
- Tools
- Response Format
- Advanced_warning
- Memory Key
- Prompt Cache Key
- Safety Identifier
- Metadata
Action
Write
- Image
  Required
- Mask
- Prompt
  Required
- Model
- End user ID
Action
Write
- Prompt
  Required
- Model
- Duration (seconds)
- Resolution
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
  Required
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Text
  Required
- Voice
  Required
- Response_format
- Speed
Action
Write
- Recipient Name
  Required
- Recipient Email
  Required
- From Name
  Required
- Email Prompt
  Required
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Conversation ID
  Required
Action
Search
- Response ID
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

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Related categories

AI Assistants

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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