Seamlessly connect your practice management with AI-powered document analysis
Access and analyze documents stored in your Clio account without duplicate uploads or downloads.
Link document analysis and scheduling directly to specific matters in your Clio workspace.
Automatically add extracted dates and events to your Clio calendar with proper matter references.
Create and assign tasks based on document analysis directly in your Clio workspace.
Access VERA's features directly from your Clio interface with custom action buttons.
Connect securely with OAuth 2.0 authentication and no storage of your Clio credentials.
Our Clio integration eliminates the need to download documents from Clio and upload them to VERA. Access your entire document library, select files for analysis, and save the results back to Clio without leaving VERA's interface. This seamless connection preserves your matter organization while adding powerful AI capabilities.
VERA supports all Clio regional environments including US, EU, Canada, and Australia instances. Your data always remains in your regional environment, ensuring compliance with local data regulations and providing the best performance for your location.
Transform your Clio experience with VERA's AI capabilities. Extract critical dates from documents and add them directly to your Clio calendar. Generate document summaries and save them back to the appropriate matter. Create tasks based on document analysis and assign them to team members - all while maintaining your existing Clio organization.