VERA for Clio

VERA for Clio

VERA for Clio connects VERA's legal document analysis to your Clio practice management account. You open files stored in Clio matters, run AI summaries and deadline extraction, and push results back without downloading and re-uploading PDFs. The integration uses OAuth 2.0 and works across Clio's US, EU, Canada, and Australia regions.

Generic legal AI tools make you export documents from your case management system first. VERA for Clio adds custom action buttons inside Clio, links analysis to specific matters, and syncs extracted court dates straight to your Clio calendar. That keeps matter organization intact while adding page-line summaries, narrative timelines, and scheduling assistance from the parent VERA platform.

It suits solo attorneys and small firms already on Clio who review depositions, motions, and medical records at volume. Plans start at $29 per month for 300 document pages, with a 7-day free trial and paid tiers up to 1,000 pages.

Top Features:
  1. Opens Clio matter documents for analysis without duplicate uploads or downloads

  2. Adds custom action buttons inside Clio to launch VERA summaries from a matter

  3. Syncs extracted court dates and deadlines to your Clio calendar with matter references

  4. Creates and assigns Clio tasks based on document analysis results

  5. Supports Clio US, EU, Canada, and Australia instances with regional data residency

  6. Connects via OAuth 2.0 without storing your Clio login credentials

Pros:
  1. Analyzes Clio matter files in place without exporting and re-uploading PDFs

  2. Pushes extracted deadlines directly to Clio calendars with matter links

  3. Covers all four Clio regional instances (US, EU, Canada, Australia)

  4. Won Clio's Best New App award and adds in-app custom action buttons

Cons:
  1. Requires an existing Clio subscription; it is not a standalone case management tool

  2. Page limits cap usage at 300 or 1,000 pages per month on standard paid tiers

  3. Enterprise pricing requires contacting sales rather than self-serve checkout

FAQs:

What does VERA for Clio do?

VERA for Clio links VERA's AI document analysis to your Clio account. You select files from Clio matters, generate page-line or narrative summaries, extract deadlines, and save results back to the same matter without manual file transfers.

How much does VERA for Clio cost?

VERA for Clio uses VERA's standard plans. The Essential tier is $29 per month for up to 300 document pages, and Professional is $49 per month for up to 1,000 pages. A 7-day free trial is included on paid tiers.

Which Clio regions does VERA support?

VERA for Clio supports all Clio regional environments, including US, EU, Canada, and Australia. Your documents stay in your regional Clio instance to match local data rules.

How does VERA for Clio connect to my account?

VERA for Clio uses OAuth 2.0 authentication to connect to Clio. VERA does not store your Clio credentials, and you authorize access through Clio's standard secure login flow.

Can VERA for Clio extract calendar dates from documents?

Yes. VERA for Clio's Schedule Assistant pulls court dates, filing deadlines, and hearing times from legal documents and adds them to your Clio calendar with the correct matter reference attached.

Is VERA for Clio secure for client documents?

VERA for Clio inherits VERA's security controls, including AES-256-GCM encryption at rest and in transit. VERA states client data is not used to train its AI models and offers HIPAA-compliant medical record analysis on supported plans.

Category:

Pricing:

Freemium

Tags:

Clio Integration
Document Summaries
Deadline Extraction
Deposition Analysis
Medical Record Review
Practice Management
Legal Tech
Document Analysis

Tech used:

Google Analytics
Google Tag Manager
Facebook Pixel
Microsoft Clarity
Ruby
GitHub
Tailwind CSS

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