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Quillio + Clio

Australian AI inside the practice management you trust.

Quillio integrates with Clio Manage so Australian law firms get AU-aware AI capability inside the matters they already run in Clio.

In short

Quillio integrates with Clio Manage so Australian law firms can use AI document review, AU/NZ legal research, and drafting directly inside their Clio matters. Documents in your Clio matter are accessible to Quillio, AI outputs are saved back to the matter, and you work entirely inside the practice management system you already use.

Start your free trial — connect Clio
What it does

Quillio inside Clio

The Quillio + Clio integration brings AU-jurisdiction AI capability into the Clio Manage workflow. Lawyers can review documents, run research, draft letters, and build chronologies — and the work product is saved straight back to the Clio matter file. Quillio understands the matter context from Clio (jurisdiction, practice area, parties) and applies it automatically.

Capabilities

What you can do

Document review inside Clio matters

Open any document in a Clio matter and ask Quillio to review it. Summary, risk flags, suggested actions saved back to the matter.

AU/NZ research with matter context

Ask Quillio a research question with the matter context already understood. AU jurisdiction depth applied automatically.

Drafting in the matter file

Draft documents inside Clio with Quillio's help. Drafts are saved as Clio matter documents.

Chronology builder

Build chronologies from documents in a Clio matter. Saved back to the matter.

Single sign-on

Authenticate via Clio; Quillio session stays aligned with your Clio user account.

Setup

Connect in minutes

1

Connect your Clio account

In Quillio settings, click "Connect Clio". Authenticate with Clio (OAuth).

90 seconds
2

Authorise matter access

Choose which Clio matters Quillio can access. All matters or a subset by practice area.

60 seconds
3

Test on a current matter

Open a Clio matter, ask Quillio a question, and confirm the integration is working.

2 minutes
Trust

Data flow and security

Data flow

Document data flows from Clio to Quillio over an authenticated, encrypted connection. Quillio processes the documents on its Australian-hosted infrastructure and writes AI outputs back to the Clio matter as new documents or notes. No client data is stored outside Clio or Quillio's AU infrastructure.

Security

Clio holds SOC 2 Type II. Quillio holds SOC 2 Type II + ISO 27001 and runs entirely on Australian-hosted infrastructure. The integration uses OAuth 2.0 for authentication and TLS for data in transit. Australian Clio customers using the Quillio integration get full AU data residency on the AI processing side.

Who uses it: Australian and New Zealand law firms running on Clio Manage — typically mid-size practices and progressive smaller firms across commercial, family, employment, and litigation practice.
Questions

Clio integration FAQs

Does the Quillio + Clio integration work for Australian customers specifically?

Yes. The integration works for any Clio Manage customer. The benefit for Australian firms is that Quillio is trained on AU/NZ law and runs on Australian infrastructure — so the AI processing side has full AU data residency even though Clio itself is hosted internationally.

How long does setup take?

About 5 minutes total. Connect your Clio account via OAuth, authorise matter access, and test on a current matter.

Where is matter data processed when I use the integration?

Quillio reads the document from Clio over an encrypted connection, processes it on Quillio's Australian-hosted infrastructure, and writes the AI output back to the Clio matter. The AI processing happens entirely in Australia.

Do I need a paid Clio plan for the integration?

Yes. The integration works with Clio Manage paid plans. Quillio's pricing is separate from Clio's.

Can I use Quillio standalone if my firm uses Clio for some matters but not all?

Yes. Quillio works inside Clio for matters managed in Clio, and standalone for everything else. The work product is consistent across both modes.

Is there an additional cost for the Clio integration?

No. The integration is included in standard Quillio per-user pricing.

Connect Clio and try it.

For Clio users, the fastest way to know if Quillio fits is to connect the integration and try it on a current matter. The free trial requires no credit card — connect Clio, open a real matter, and see how AU-aware AI works inside Clio Manage.

Start your free trial