VERA for Clio

Clio Integration - VERA connects your Clio practice management system with VERA's AI-powered document analysis tools. It allows legal professionals to access and analyze documents stored in Clio without the need to download or upload files repeatedly. This integration keeps your matter organization intact while adding AI capabilities to streamline workflows.

The tool is designed for legal teams and law firms using Clio who want to reduce administrative overhead and improve case management efficiency. By linking document analysis and scheduling directly to specific matters in Clio, it helps users keep track of critical dates, deadlines, and tasks automatically.

VERA extracts important dates and events from legal documents and adds them directly to the Clio calendar with proper matter references. It also enables users to create and assign tasks based on document analysis within the Clio workspace. This reduces manual data entry and the risk of missing important deadlines.

The integration features custom action buttons within the Clio interface, allowing users to access VERA's AI functions without leaving Clio. It uses secure OAuth 2.0 authentication, ensuring that Clio credentials are never stored by VERA.

VERA supports all Clio regional environments including the US, EU, Canada, and Australia, keeping data within the appropriate regional environment to comply with local data regulations and optimize performance.

Overall, this integration enhances Clio's practice management by automating document analysis, scheduling, and task management, helping legal professionals focus more on their cases and less on administrative tasks.