Use Clio Work in Claude and Codex

In Claude and Codex, you can call on Clio Work for the legal part of a larger task. Clio Work researches the question, reviews documents, or drafts with the matter context and legal sources already in your account. The result returns to the conversation with its sources, so you can keep working without moving information between apps.

Understand Clio Work in Claude and Codex

The Clio for Claude connector and Clio for Codex both run on the same Clio Work connection. The difference is where you work. Codex runs inside the ChatGPT desktop app. Regular ChatGPT chat has no Clio connection.

When you ask Claude or Codex to use Clio Work, Clio Work completes the legal task in its own session and returns the result, the research trail, and the sources. Clio Work brings these capabilities into the conversation:

• Matter context from documents, correspondence, deadlines, and history.
• Legal research with links to the underlying authority.
• Analysis of strengths, weaknesses, risks, and counterarguments.
• First drafts of memos, letters, clauses, motions, and other legal documents.
• Clio Manage and Clio Grow records, when the firm subscribes to those products.
• Court filings and procedural history for US matters.

Firm records stay in Clio. Claude and Codex receive only the information Clio Work returns for the task. Clio Work applies the same access checks to each signed-in person as it does in the Clio Work web app.

Know current limits

• Conversations from Claude and Codex stay in those apps, separate from your Clio Work conversation history.
• In Claude, a Word or PDF document arrives as a download link, and Claude asks you to confirm the link before it opens. A Word document can take several minutes to prepare.
• In Codex, Word and PDF exports are unavailable. To create those files, use Clio Work directly.

Access Clio Work in Claude and Codex

Each person connects with their own Clio Identity login, and the same requirements apply to Claude and Codex. The connection is available in every region where Clio Work is available. Clio for Claude is included with Clio Work at no extra cost.

• A Clio Identity login linked to a Clio Work user account.
• A Clio Work licence. Your firm's Clio administrator assigns licences. For details, go to Set Up and Manage Clio Work Access.
• Access to the email inbox for your Clio account for the first connection.
• For Claude: the Claude desktop app, installed and signed in.
• For Codex: the ChatGPT desktop app with Codex.

Clio Grow records also require Clio Grow connected to Clio Manage.

Connect Clio Work to Claude

Add the Clio for Claude connector from the Claude desktop app. After the first connection, Clio Work is available in every new chat.

1. In the Claude desktop app, go to Customise > Connectors.
2. Enter Clio in the search field.
3. Click Connect.
4. If you started the connection from the Claude desktop app, click Continue connecting.
5. On the Install Clio Work App: Clio MCP page, review the requested Read and Write access.
6. Click Authorise access.
7. Click Open Claude or Open desktop app.

Link your Clio account on first connection

If your Clio Identity login is not linked to a Clio Work user yet, a Check your email page opens after step 4.

1. Open the account setup email sent to your Clio account email address.
2. Accept the invitation in the email.
3. Return to the Claude desktop app and repeat the steps from step 1.

Set tool permissions

Each Clio Work tool in Claude starts at Needs approval, so Claude asks before it calls the tool.

1. Go to Customise > Connectors.
2. Open the Clio connector and go to Tool permissions.
3. For each tool, choose to allow it, require approval, or block it.

Call on Clio Work in a chat

Name Clio Work, the matter or legal question, the result you need, and what Claude does with the result afterwards. For example: "Use Clio Work to identify the obligations, risks, and deadlines in these agreements. Then compare the findings with the client's implementation plan and create a workback schedule."

1. Start a new chat in Claude.
2. Ask Claude to use Clio Work for the legal part of the task.
3. Approve the connector when prompted.

Install Clio for Codex

Install Clio for Codex from the Codex plugin directory in the ChatGPT desktop app. The plugin is listed as Clio.

1. In Codex, go to Plugins.
2. Enter Clio in the search field.
3. Click Install plugin.
4. Click Continue to Clio.
5. Sign in with your Clio Identity login and click Authorise access.
6. Quit Codex completely and reopen it.
7. Confirm that Clio is listed under Connected accounts.
8. Start a prompt with @Clio and ask for the legal task.

Troubleshoot setup

Most setup issues come from account licensing, account linking, tool permissions, or an app that needs a restart.

Resolve a Clio Work licence error

If a Clio Work request returns a message that your account has no Clio Work licence, a licence is missing from your user account.

1. Ask your firm's Clio administrator to assign you a Clio Work licence.
2. Connect Clio Work again.

Complete account linking

If a message says no Clio Work user is linked to your Clio account, or asks you to sign in through Clio, complete the steps in Link your Clio account on first connection. Connection attempts that send a setup email are limited to five per hour. If you reach the limit, wait one hour and connect again.

Unblock a Clio Work tool in Claude

Claude calls only the tools set to allow or require approval. To change a tool, go to Customise > Connectors and update its setting under Tool permissions.

Load Clio for Codex

Clio for Codex loads after Codex restarts.

1. Quit Codex completely.
2. Reopen Codex.
3. Start a prompt with @Clio.

Up next

• Start and Guide Conversations in Clio Work: Start a conversation in Clio Work and steer it towards the result you need.
• Set Up and Manage Clio Work Access: Assign Clio Work licences to the people at your firm.