Clio AI
8 workflows. Jobs Maito handles with Clio, from Slack or email. Clio works through a skill: your steps, with a login or API key kept in the Vault.
$149/month per workspace · Unlimited people · AI usage billed by your provider
All Clio workflows.
8 workflows
- Start here Find appointment times that fit staff and room Offers only slots where the practitioner, assistant and room are all free. Operations · When you ask Works with Google Calendar, Microsoft 365.
- Start here Check a client is ready for the tax preparer Before the preparer starts a return, Maito checks the paperwork against their requirements and lists what's missing. Operations · When something happens Works with Box, Gmail, Microsoft 365.
- Start here Prepare for a new client consultation Before an initial consultation, Maito collects the facts, drafts a sourced timeline and sends conflict review to the lawyer. Legal · When something happens Works with Gmail, Microsoft 365, Notion, Confluence.
- Search past matters for possible conflicts New parties are searched across your matters under every spelling, with the source of each hit for the lawyer. Legal · When something happens Works with Gmail, Microsoft 365.
- Check an engagement is signed and paid Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing. Operations · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Verify dental coverage before appointments Every upcoming patient shows as verified or not, with the date and source, so the front desk works from a list. Operations · On a schedule Works with Gmail, Microsoft 365.
- Track unpaid therapy claims Every claim that hasn't paid shows its status, age and next step, so nothing sits for 90 days. Finance · On a schedule Works with Airtable, Microsoft 365.
- Prepare therapy invoices and superbills for approval Paid sessions become invoices and superbills in the practice system, with exceptions held for a person to check. Finance · On a schedule Works with Gmail, Microsoft 365.
Questions.
Through a skill. Save the steps once and add the login or API key in Settings → Vault. Maito then uses the API or signs in through the browser.
Only what you allow. You choose which Clio actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own.
Operations, Legal and Finance.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.