# Clio AI: 8 Workflows Source: https://maito.app/workflows/tool/clio 8 AI workflows for teams using Clio, like find appointment times that fit staff and room, check a client is ready for the tax preparer, prepare for a new client consultation. Each shows the steps, an example and how to set it up. 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. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fclio)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $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.](https://maito.app/workflows/find-appointment-times-that-fit-staff-and-room) - [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.](https://maito.app/workflows/check-a-client-is-ready-for-the-tax-preparer) - [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.](https://maito.app/workflows/prepare-for-a-new-client-consultation) - [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.](https://maito.app/workflows/search-past-matters-for-possible-conflicts) - [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.](https://maito.app/workflows/check-an-engagement-is-signed-and-paid) - [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.](https://maito.app/workflows/verify-dental-coverage-before-appointments) - [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.](https://maito.app/workflows/track-unpaid-therapy-claims) - [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.](https://maito.app/workflows/prepare-therapy-invoices-and-superbills-for-approval) ## Questions. ### How does Maito connect to Clio? 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. ### Can it change things in Clio? 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. ### Which teams use these workflows? Operations, Legal and Finance. ### How long does it take to set up? 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. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fclio)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)