MCP
Turn Clio into an intelligent legal practice management system. Connect V7 Go AI Agents to automate case research, document analysis, and matter updates at scale.
Example
Workflow triggers
Agents trigger automated actions in your apps
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How does the V7 Go Agent work inside Clio?
V7 Go AI agents integrate directly into your Clio workflow, automatically analyzing case documents, conducting legal research, and updating matter records with structured insights. When a new document arrives or a matter milestone is reached, agents process the content against your firm's playbook — extracting obligations, flagging risks, and generating attorney-ready summaries that appear directly in Clio.
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What kind of legal workflows can I automate in Clio?
You can automate contract review and risk flagging, case document analysis, compliance verification against jurisdiction-specific requirements, billing narrative generation, matter status updates, conflict checks, deadline tracking, and client communication drafts — all triggered by events in your Clio workspace.
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How secure is my client data when using V7 Go with Clio?
Your client data security is paramount. V7 Go is SOC 2 and ISO 27001 compliant with attorney-client privilege protection built into our data handling architecture. All Clio data is accessed through secure OAuth integration, processed without long-term storage, and never used for model training. Your firm retains complete data ownership and control.
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Can this work with my existing Clio subscription and setup?
Yes, V7 Go integrates seamlessly with your existing Clio subscription through secure APIs and can access all your current matters, contacts, documents, and billing records. No migration required — connect V7 Go to your Clio instance and configure the workflows you need within minutes using our guided setup.
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What types of legal analysis can the agents perform?
Our AI agents can perform comprehensive legal analysis including contract review, case law research, compliance verification against regulatory requirements, clause extraction and comparison against standard templates, risk scoring, procedural deadline calculation, and litigation strategy recommendations — all grounded in your firm's Knowledge Hub and institutional expertise.
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How is pricing structured for legal practice integrations?
Pricing is tailored for legal practices and based on the number of AI agents deployed, case volume processed, and integration complexity. We offer plans for solo practitioners, boutique law firms, and large legal departments with enterprise compliance requirements. All plans include unlimited Clio integration, document analysis, and dedicated legal workflow support.
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