Question 1

What is Cohesive360?

Accepted Answer

Cohesive360 is a multi-connector MCP (Model Context Protocol) platform that gives Claude controlled access to the tools your firm already uses — case management, CRM, court records, public filings, and more. You connect each tool once; Claude can then read and write through plain-English commands while every change comes back to you for review.

Question 2

How is Cohesive360 different from Claude itself?

Accepted Answer

Claude is the AI assistant (the chat interface) — built and billed by Anthropic. Cohesive360 is the bridge that lets Claude talk to your firm's specific tools through MCP, with credentials your team controls and write-with-review safeguards. Two separate subscriptions: pay Anthropic for Claude, pay Cohesive360 for the connector. We don't resell Claude usage; you bring your own Anthropic seat.

Question 3

Which Claude surfaces work — Desktop, web, mobile?

Accepted Answer

All three. The same Cohesive360 connector URL works in Claude Desktop (Mac and Windows), claude.ai in any modern browser, and the Claude mobile app on iOS and Android. Voice mode on mobile is the one exception — it currently only invokes Anthropic's built-in integrations, not custom MCP connectors. Switch to text chat in the same app and the connector works.

Question 4

Do I have to install software on every device?

Accepted Answer

No. The connector is a hosted HTTPS URL you paste once into Claude's Settings → Connectors → Add custom. Claude handles the OAuth flow; nothing runs on your laptop. The legacy stdio install (for users who want credentials only on their own machine) still exists but is rarely the right choice now.

Question 5

How do you price Cohesive360?

Accepted Answer

Per seat, per month, with a free trial. A seat is one user on one of your connectors — so a paralegal who only uses SmartAdvocate counts as one seat, not several. Pricing scales by connector mix and seat count; we publish ranges on the Pricing page and finalise on a short call so we can match you to the right plan for your firm size.

Question 6

Does the price include my Claude (Anthropic) subscription?

Accepted Answer

No. That's a separate subscription with Anthropic — Claude Pro, Team, or Enterprise — and you bring your own seat. Cohesive360 is the connector layer only; we don't resell Claude. This separation is intentional: it keeps your AI vendor relationship direct, and you can swap models if Anthropic ever raises prices.

Question 7

Can I try it before committing?

Accepted Answer

Yes. Every new firm gets a 14-day free trial on the connector of your choice. No credit card up front; we ask for one only if you choose to keep the connector after the trial. Trials are scoped per (user, tenant) so you can't farm endless trials by spinning up new accounts.

Question 8

What happens when I add more connectors later?

Accepted Answer

Pro-rated. Each connector is priced individually; adding one mid-cycle adds its per-seat fee on a pro-rated basis to your next invoice. Removing a connector drops the fee from the next cycle (no refunds for partial months, but no cancellation penalties either).

Question 9

Where do my credentials live?

Accepted Answer

In an encrypted vault on our servers — AES-256-GCM with per-user keying, stored in Azure Postgres behind Azure Key Vault. We never store credentials in plaintext, never log them in clear, and never expose them through the connector API. The only thing leaving our servers is the authenticated API call to your tool's vendor (SmartAdvocate, Clio, etc.).

Question 10

Do you train models on my firm's data?

Accepted Answer

No. We don't train models, period — Cohesive360 is a connector, not an AI lab. Anthropic's terms govern what Claude does with the prompt and response (their commercial and enterprise plans do not train on customer data; consumer Claude Pro does — read Anthropic's privacy page for the current policy and pick the plan that matches your firm's needs).

Question 11

What's the data flow on a single Claude request?

Accepted Answer

Claude sends a JSON-RPC call to our /api/mcp endpoint. We authenticate the OAuth token, look up your credentials in the vault, decrypt them in memory only, call your tool's API (e.g. SmartAdvocate), and stream the response back to Claude. We don't persist case data, document text, or response bodies. Audit logs record the tool name and timestamp only — not the payload.

Question 12

Can my IT admin see who has connected what?

Accepted Answer

Yes, on Team and Enterprise plans. The admin dashboard lists every user, which connectors they've activated, when they last verified credentials, and recent tool usage. Admins can also revoke a user's OAuth token instantly without waiting for the user to do anything on their side.

Question 13

Can Claude reach systems behind our firewall — ProLaw, a file server, an on-prem database?

Accepted Answer

Yes, through a small on-prem agent, and your data stays on your network. For systems that don't expose a cloud API — ProLaw's SQL database, a Windows file server — your IT installs a lightweight Windows agent on a machine inside your network. It dials OUT to Cohesive360 over HTTPS (port 443) and waits for work, so there are no inbound ports to open, no VPN, and no firewall changes. When Claude asks a question, the agent runs the read locally and returns only that specific result; nothing else is exposed. It's read-only, authenticates as a scoped account your IT controls, and we store no database or file-server credentials — for a file server the agent simply runs as a Windows service account you grant read access to the specific folders. ProLaw and File Server work this way today; we provision the agent with your IT.

Question 14

What happens when a connector's API is down?

Accepted Answer

Claude tells you. The connector returns the error verbatim — rate-limited, auth expired, 500 from the vendor — and Claude relays it. No silent failures or stale cached writes. We retry transient errors automatically (with backoff) but a hard outage on the vendor side is visible to you within seconds.

Question 15

Claude got something wrong. What do I do?

Accepted Answer

Treat every draft as a draft. Claude can misread a note, misinterpret a date, or summarise something incorrectly. Cohesive360 is a facilitation channel — we transport requests, we don't generate or validate Claude's output. Review before you accept anything that touches a deadline, a client communication, or a matter in motion. If a specific tool consistently returns wrong data (vs. Claude misinterpreting it), open a support ticket and we'll dig in.

Question 16

Are writes reversible?

Accepted Answer

Through the underlying tool's own UI, yes — Claude writes through the vendor's API, which means the change appears in their audit trail and is reversible the same way any other user-initiated change is. The connector itself isn't a separate ledger; if SmartAdvocate or Clio doesn't let you undo a particular change in their UI, the connector can't undo it either.

Question 17

How do I get help?

Accepted Answer

Email support@cohesive360.com. We answer every email personally — usually within a few hours during US business hours, next-day at worst. Enterprise plans include a private Slack channel + named contact.

Question 18

I want a connector you don't have yet — what should I do?

Accepted Answer

Tell us. The /request-access page has a form for new-connector requests; we read every one and prioritise based on (a) how many firms ask for the same tool and (b) whether the vendor has a usable API. We add 1-2 new connectors per month.

Question 19

What does Cohesive360 actually do for my firm?

Accepted Answer

Cohesive360 is a connector that lets Claude read and draft against the data already in your SmartAdvocate tenant. Your team can pull a case summary, dictate a note, prep a docket, draft tasks, log time, file documents, or update parties in plain English — and review every draft before it touches SmartAdvocate. Nothing new is added to SA; the workflows you run every day become a sentence instead of a tab-switch.

Question 20

How do I install it?

Accepted Answer

From your Cohesive360 dashboard, copy the connector URL https://platform.cohesive360.ai/api/mcp. In Claude (Desktop, web, or mobile), open Settings → Connectors → Add custom connector, paste the URL, click Connect, sign in to your Cohesive360 account when prompted, and click Approve. Same URL on every Claude surface, no software to install.

Question 21

Does it work in Claude's voice mode on mobile?

Accepted Answer

Not yet, and this is an Anthropic limitation rather than something we can fix in Cohesive360. Voice mode on iOS and Android currently only invokes Claude's built-in integrations (web search, Google Calendar, Gmail, Google Docs). Custom connectors like Cohesive360 work in text chat on mobile, on claude.ai in a browser, and in Claude Desktop — but not through voice mode yet. If you ask by voice and Claude says it can't reach the connector, switch to text chat in the same app; the same question works there.

Question 22

What if I reinstall on a new laptop?

Accepted Answer

Sign in to Claude on the new machine and the connector follows you. Your seat moves; the old device is gracefully signed out on its next check-in. Seat count doesn't increase because a seat is one SmartAdvocate username, not one machine.

Question 23

What if my firm uses more than one SmartAdvocate tenant (say, test and production)?

Accepted Answer

Your license binds to the first SA tenant it activates against, so one license can't point at two tenants at once. If you need to move between test.smartadvocate.com and app.smartadvocate.com, email support and we'll reset the tenant binding for you.

Question 24

What can Claude actually do once I install Cohesive360?

Accepted Answer

Claude gets 136 tools across 20 capability areas: case search and overview, notes, status updates, tasks, calendar, phone calls, time tracking, documents (upload + download + search + categorise), parties (plaintiffs, defendants), counsel, courts and dockets and judges, insurance, vehicles, incidents and injuries, medical providers and visits and bills, liens and lien tracking, settlements and disbursements and checks and payments, settlement negotiations (demand/offer tracking), referrals (incoming, outgoing, sub-out), the firm-wide contact directory, tags and custom fields, and staff assignments. The Features page has the full list with concrete example prompts for each area.

Question 25

What can Claude not do via the connector?

Accepted Answer

Three categories: (1) Pending SA support — two documented SA endpoints currently fail with empty errors on some tenants (time-entry create, judge-role update); SA's UI works as the fallback. (Lien-history and refer-out, previously in this list, now match SA's published API and work through the connector.) (2) Not in SA's public API — non-case calendar appointments, defendant CRUD, and firm tag-library admin live behind SA's UI rather than the documented JSON API, so the connector cannot reach them. (3) Roadmap — email/SMS sending, reports, and admin/billing/firm settings are technically possible but not shipped yet. The Features page has the complete list grouped by reason.

Question 26

Can Claude write back to SA, or is it read-only?

Accepted Answer

Both. Claude can read every part of a case file and write to most of them — notes, tasks, calendar, phone calls, documents, plaintiffs, counsel, court records, dockets, insurance, vehicles, injuries, medical providers and visits and bills, settlements, disbursements, checks, payments, settlement negotiations, referrals, contacts, tags, and custom fields. Every write goes through your Cohesive360 user's SA permissions; if your SA account can't write tasks, neither can Claude. And every write is reviewable in the chat before it commits.

Question 27

Can I upload a PDF and have Claude file it on the right case?

Accepted Answer

Yes — and for anything sizeable we recommend the /upload page on your dashboard rather than pushing a file inline through the chat. Stage the file from your browser (up to 500 MB), then tell Claude to attach the upload token to a case with a category. The portal runs over standard HTTPS and manages document size on our side, which makes it noticeably more reliable for large medical packets and demand bundles than the inline path. The connector then handles the SA hot-folder XML sidecar so SA's auto-import picks it up with your firm's category metadata.

Question 28

How accurate are Claude's drafts? What stops it from making things up?

Accepted Answer

We've put connector-level instructions in front of Claude that tell it to: (a) verify firm-wide before saying 'not found' on a case-scoped read, (b) read every write back via the corresponding GET before claiming success, (c) warn upfront about the four known SA-side blockers, (d) state capability gaps immediately rather than enumerating cases for 10+ steps, and (e) stop after two consecutive errors instead of looping. These guardrails reduce — but don't eliminate — hallucination. Treat every draft as a draft. Review before saving anything that affects a deadline, a client communication, or a matter already in motion.

Question 29

What if Claude says 'created' but I don't see anything in SA?

Accepted Answer

First place to check: was it written to the right scope? For example, create_contact adds a row to your firm-wide directory but does NOT attach the contact to a specific case — to put a contact on case X, the right tool is add_plaintiff, add_counsel, add_medical_provider, etc. Our connector instructions tell Claude to confirm intent before calling create_contact and to read every write back; if those guardrails fail, the contact still exists in your firm directory, and you can find it via search_contacts. If something genuinely seems missing, email support — we keep audit logs and can show you exactly which tool was called with which arguments.

Question 30

Where does our case data live, and does it leave SmartAdvocate?

Accepted Answer

Case data stays in SmartAdvocate. Every tool call fetches the data you asked for just-in-time from your SA tenant, hands it to Claude so you can read or draft against it, and discards the response after. We don't keep a copy of your cases, notes, tasks, contacts, or documents on our servers.

Question 31

Does my SmartAdvocate password go through your servers?

Accepted Answer

Yes, but encrypted. SmartAdvocate's API takes username and password — there is no OAuth or service-account path today — so our server has to authenticate to SA on your behalf when Claude on the web or mobile calls the connector. We hold a decryptable copy of your password, encrypted with AES-256-GCM, with the master key in Azure Key Vault and the ciphertext bound to your user ID so a stolen blob can't be decrypted under another account. Plaintext only exists in server memory during an authenticate request to SA; never logged, never echoed in a response, never written to disk.

Question 32

I'd rather my SA password not leave my machine. Is that an option?

Accepted Answer

Yes. Our original stdio install runs a local Node process inside Claude Desktop and reads credentials from a file on your computer — your SA password never transits our servers. The trade-off: Claude Desktop only (no web, no mobile), and end users have to keep the install up to date. You'll find it on your dashboard under Advanced — legacy stdio install.

Question 33

What do you actually store on your servers?

Accepted Answer

Account metadata (your email, a scrypt-hashed Cohesive360 password, your firm's name, your acceptance of the terms and AI disclaimer), Stripe subscription state, the license key, OAuth tokens issued for connectors, and the encrypted SA credential vault described above. Not case data. Not Claude's responses. The privacy policy has the exhaustive list.

Question 34

Where do uploaded files go between my browser and SmartAdvocate?

Accepted Answer

When you stage a file via the /upload page (for files larger than what fits inline in a Claude conversation), the browser uploads directly to a temporary Azure Blob Storage container in the same Azure region as the connector. The connector retrieves it, hands it to SA's hot-folder, and the blob is deleted immediately on success. A lifecycle rule deletes any leftover blob after 1 hour even on failure, and a daily janitor cron sweeps any stragglers. The blob is encrypted at rest. We don't reuse upload tokens across users, and the connector verifies your user ID before redeeming a token.

Question 35

Does SmartAdvocate support OAuth? Will that change the security picture?

Accepted Answer

Not today. SmartAdvocate's CaseSyncAPI authenticates with username and password only, the same endpoint their internal web app uses. We've checked 13 standard OAuth and OIDC endpoints and they all return 404. If SmartAdvocate adds OAuth, we'll wire it in within a week — that would let us stop holding passwords entirely.

Question 36

Are you HIPAA-compliant? What about other law-firm compliance frameworks?

Accepted Answer

We sign Business Associate Agreements (BAAs) on request for firms that handle PHI. Anthropic also offers a BAA for Claude on enterprise plans — both BAAs are required if PHI flows through chat. For other compliance frameworks (state bar requirements, ABA Model Rules on technology competence, your own client engagement letters), the connector inherits the same boundaries as your SA user — what your SA login can do, Claude can do; what it can't, Claude can't. Email security@cohesive360.com for the full security questionnaire and our SOC 2 readiness status.

Question 37

What if Claude misreads something?

Accepted Answer

Treat every draft as a draft. Claude can misread a note, misinterpret a date, draft a task against the wrong case, or summarise something incorrectly. The connector is designed so you always review before saving — particularly for anything that affects a deadline, a client communication, or a matter already in motion. Cohesive360 is a tool that sits beside your professional judgment; it is not a substitute for it.

Question 38

What if SmartAdvocate rate-limits us during peak hours?

Accepted Answer

At peak load (month-end reporting, big exports, long-running operations) the SA server can return HTTP 429 or 503. The connector respects the Retry-After header, falls back to exponential backoff (0.5s, 1s, 2s) if no header is given, retries up to 3 times, and then surfaces a clear 'try again in a minute' message. It does not retry on other 4xx errors because those indicate the request itself is the problem, not SA's load. Published rate-limit numbers aren't available from SA. Conservative heuristic: under ~60 tool calls per minute from a single seat.

Question 39

What if my SmartAdvocate password changes and I forget to update it?

Accepted Answer

We built a credential circuit breaker for exactly this. If SA rejects your credentials once, the connector remembers the fingerprint of the bad credentials and refuses to retry until you update any part of your username, password, or URL. Before this protection existed, a stale password could cause every tool call to retry until SA locked the account. Now it trips the breaker on the first rejection and tells you what to fix.

Question 40

Can Claude accidentally make permission changes my SA user isn't allowed to make?

Accepted Answer

No. The connector authenticates as your SmartAdvocate user and inherits that user's role and permissions. If your SA account can't write tasks, neither can Claude through the connector. The same boundary that limits what you can do by clicking in SA limits what Claude can do on your behalf.

Question 41

What if SA's API itself is broken on a specific endpoint? Will the connector retry forever?

Accepted Answer

No. The connector recognises the four known SA-side blockers (time-entry create, lien-history add, judge-role update, refer-out plaintiff scope) and tells you upfront before attempting them, including the SA UI workflow that works. For other endpoint failures, the connector reports the specific HTTP status and SA's response body and stops after two consecutive errors. We have open SA support tickets on each known blocker; the Features page tracks status.

Question 42

What does my Cohesive360 subscription include?

Accepted Answer

Your Cohesive360 subscription is for access to the connector itself — the bridge that lets Claude read and write to your SmartAdvocate tenant. That includes: a monthly tool-call allowance scoped to your plan (5,000 on Solo, 25,000 per seat on Team, unlimited on Enterprise), the encrypted credential vault, the OAuth-protected MCP endpoint, the dashboard for managing seats and credentials, the upload-staging service for large files, technical support at the level of your plan, and product updates as we ship new tools and capabilities. It does NOT include Claude itself, any Anthropic API usage, your SmartAdvocate license, or any other third-party platform you use to interact with Claude. Those are separate products with their own subscriptions and bills.

Question 43

Does my Cohesive360 subscription include access to Claude itself?

Accepted Answer

No. Cohesive360 and Claude are two separate products from two different companies. Cohesive360 is a connector; you bring your own Claude. Your team needs an active Claude subscription (Claude.ai Free, Claude Pro, Claude Max, Claude Team, or Claude Enterprise) or an Anthropic API account to actually use the connector — Claude is the chat interface and the model that runs the conversation; we just give it the tools to act on your SA tenant. If you don't already have Claude, your firm signs up for it directly with Anthropic at claude.ai or anthropic.com.

Question 44

Which Claude products work with the connector?

Accepted Answer

Anything that supports custom MCP connectors. As of today: Claude Desktop on macOS and Windows, claude.ai in any modern browser, Claude mobile apps in text chat (iOS and Android), and the Claude API if your firm builds custom workflows. All Claude paid tiers (Pro, Max, Team, Enterprise) support custom connectors. Voice mode on mobile does not yet — that's an Anthropic limitation we cannot work around. The free tier of claude.ai does not currently support custom connectors; that may change.

Question 45

How much does Claude itself cost?

Accepted Answer

That depends on which Claude product your firm picks. Anthropic publishes current pricing at anthropic.com/pricing — Pro is currently around $20/user/month, Max around $100/user/month, Team and Enterprise pricing varies. The Claude API charges per token consumed. Whatever Anthropic charges goes directly to Anthropic; Cohesive360 has no visibility into and takes no cut from your Claude usage. We can't quote firm pricing on Claude because we don't sell it.

Question 46

How much does Cohesive360 cost?

Accepted Answer

Three plans, all billed per-seat per-month via Stripe. Solo (single individual login) and Team (5+ seats) prices show live on the Pricing page so they stay accurate. Enterprise pricing is custom. Both Solo and Team include a 14-day free trial; cancel anytime. Volume pricing for 25+ Team seats — email sales for a quote. Enterprise contracts are annual.

Question 47

What's the difference between Solo, Team, and Enterprise?

Accepted Answer

Solo is for an individual attorney or paralegal — a single login, no team management, ~110 tools, 5,000 tool calls per month. Team is for firms with 5+ users — invite teammates, manage seats, all 136 tools, 25,000 tool calls per seat per month. Enterprise is for firms where governance and compliance are the conversation: SSO, BAA, SOC 2, data residency, audit retention, dedicated account manager, optional private-environment deployment. Tool-call limits are unlimited on Enterprise.

Question 48

What does a “tool call” mean? Why is there a monthly limit?

Accepted Answer

A tool call is one action Claude takes against your SmartAdvocate tenant on your behalf — searching for a case, reading a note, drafting a task, uploading a document, logging a call. One question to Claude usually triggers 1-5 tool calls depending on how much context Claude needs to gather. The monthly limits exist so plan pricing is honest: someone running 100,000 calls a month genuinely costs us more than someone running 5,000. Solo gets 5,000 per month (~250 per business day), Team gets 25,000 per seat per month (~1,250 per business day), Enterprise is unlimited. We send usage alerts at 75% and 90% of your limit so you can upgrade or wait without surprise. Hard cap at 100% — calls beyond the cap return a clear 'monthly limit reached' message instead of a silent failure.

Question 49

Do you offer Claude managed services? Can you handle our Claude subscriptions for us?

Accepted Answer

Yes, on Team and Enterprise plans. We can resell Claude licenses through your Cohesive360 contract, handle provisioning and seat assignments, and consolidate the bill onto a single invoice. This is useful for firms that don't want to manage two vendor relationships. Email sales@cohesive360.com to scope.

Question 50

Can we deploy the connector in our own cloud or on-prem?

Accepted Answer

Yes — Enterprise plan only. We can deploy the connector inside your firm's own AWS, Azure, GCP, or on-premise environment alongside a private Claude (Anthropic on AWS Bedrock, Vertex AI, or your own Anthropic enterprise contract). This is required for firms with strict data-residency, sovereign-cloud, or air-gapped requirements. Setup takes 2-4 weeks and includes infrastructure-as-code templates, a runbook, and SSO integration. Email sales@cohesive360.com.

Question 51

What counts as a seat?

Accepted Answer

One SmartAdvocate username equals one seat. The same user across laptop, home PC, and phone counts as one seat — the license is tied to the SA login, not the device. Adding a new firm staffer who needs their own SmartAdvocate login means adding a seat. Removing a staffer frees their seat back to your pool.

Question 52

What happens to our data if we cancel?

Accepted Answer

Cancellation takes effect at the end of your current billing period. After that, every license instance is revoked and Claude stops being able to call SA on your behalf. Your account and subscription history remain in our database; email privacy@cohesive360.com to delete them entirely — we complete requests within 30 days. We never had your case data on our servers in the first place; that always lived in your SA tenant.

Question 53

Can we self-host Cohesive360?

Accepted Answer

Not today — the license server is Cohesive360-hosted. If your firm has compliance requirements that prevent calling an external license service, email sales for an enterprise on-premise option. We've shipped on-prem versions for two firms with strict data-residency requirements; it adds setup time but it's tractable.

Question 54

How do we get support?

Accepted Answer

Email support@cohesive360.com. Response times: under 4 business hours on paid plans. Include the first 4 characters of your license key, the case number you were working on (if applicable), and the error message Claude showed you — that gets us to the right log entry fastest. We have audit logs of every tool call by every seat, so we can usually pinpoint what happened within 15 minutes.

Question 55

Where do I report a bug or request a new capability?

Accepted Answer

Bugs to support@cohesive360.com — include a screenshot of the chat and the SA case number if relevant. Capability requests to product@cohesive360.com — describe the workflow ('I want to ask Claude to X and have it Y') rather than the API endpoint, because we may already have a path to the same outcome through different tools.

Question 56

An interactive task editor Claude built shows 'Error: sendPrompt is not defined' when I click Save. What now?

Accepted Answer

Ask Claude to 'rebuild this as an HTML artifact'. Claude.ai supports two kinds of artifacts — HTML and React/JSX — and only HTML ones can send updates back to the chat (the function that does that, sendPrompt, is unavailable in the React sandbox). This is an Anthropic platform constraint, not a Cohesive360 bug. The connector itself works either way; only the artifact's 'Save' button is affected. Once Claude rebuilds the artifact as HTML, the same Save button works without any other change on your end.

Question 57

How do I install the Clio connector?

Accepted Answer

From your Cohesive360 dashboard, click Connect on the Clio card. You'll be redirected to Clio Manage's OAuth flow, sign in, approve the requested scopes, come back. Then paste platform.cohesive360.ai/api/mcp into Claude → Settings → Connectors → Add custom.

Question 58

Do I need to be a Clio Manage admin?

Accepted Answer

No — any Clio user with a seat can authorise the connector for themselves. The OAuth scope is per-seat and inherits that seat's role and group membership.

Question 59

Which Clio editions are supported?

Accepted Answer

Clio Manage on all paid tiers (Starter, Boutique, Elite, Enterprise) and on every supported region (US, EU, UK, CA, AU). The connector reads region from the OAuth response and routes API calls accordingly. Clio Grow (intake/CRM) is a separate product with its own API.

Question 60

How long does it take from sign-up to first Claude reply?

Accepted Answer

About 5 minutes. Create account → OAuth Clio → paste connector URL into Claude → ask 'List my 10 most recent open matters'. No software to install, no IT involvement.

Question 61

Can I revoke access without contacting support?

Accepted Answer

Yes. In Clio Manage, go to Settings → Connected Apps and revoke the Cohesive360 grant. The connector picks up the revocation on its next API call (within seconds) and stops authenticating immediately.

Question 62

What's the full list of Clio capabilities?

Accepted Answer

12 capability areas, 98 tools: matters, contacts and relationships, time entries and timers, tasks and reminders, calendar and court rules, notes and communications, documents and folders, billing, trust accounting, secure portal messaging via Clio Connect, firm directory, and the Personal Injury add-on.

Question 63

Can Claude draft and send a Clio bill?

Accepted Answer

Claude can draft the bill — including pulling unbilled time and expense entries, applying the right rate, and previewing the line items. Sending goes through Clio's send_bill endpoint and always renders the draft for you to review first. We never auto-send invoices.

Question 64

Can Claude run a Clio timer?

Accepted Answer

Yes. Tell Claude to 'start a timer for the Garcia depo prep' and it will start a Clio timer attached to that matter. Stopping the timer either commits as a billable time entry (you confirm) or discards it.

Frequently asked questions

Infor SyteLine FAQ

Access & auth

What it can & can't do

Still have a question?