Connect CaseMind to Clio Manage with OAuth and export a document to a matter. An analysis note is attached only when the exact current CaseMind document brief has been reviewed and approved.
Not legal advice. CaseMind provides AI-assisted analysis tools. It does not constitute legal advice, and you remain responsible for reviewing all output and exercising professional judgment.
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Connect your CaseMind account with Clio Manage in just a few clicks. Once connected, choose a matter and export a document directly from CaseMind. You stay in control of when each export happens.
A document can be exported as a file before approval. CaseMind attaches an analysis note only when that document has an approved v2 brief, and the note is generated from that exact approved snapshot. Legacy and unapproved documents remain file-only exports.
Reduce manual file transfers without silently publishing draft analysis. Select the Clio matter, start the export, and use CaseMind's response to confirm whether the result was file-only or included an approved brief note.
Your Clio integration is secured with industry-standard OAuth authentication. CaseMind stores your integration credentials securely and only accesses the information necessary to export documents and, when eligible, an approved brief note. You can revoke access at any time through your account settings.
Connect your Clio Manage account and start streamlining your legal practice management workflow.