Ask ChatGPT or Claude to find the latest on a matter, record a note, or create a task in Clio.
From the beta
See it in action
“It relieves the stress of digging through emails or answering, ‘What’s the latest on the case?’”
“I am liking MatterLynx more than my flimsy Zapier.”
“This has saved my life and my stress (anxiety) level.”
“Just used it for an easy reminder in my calendar, and it worked.”
“Since MatterLynx, I have been able to create a matter dashboard.”
“I started using this already in our chat. It’s great so far.”
“What I really loved about MatterLynx is that it was able to recover information [from my email] that wasn’t present in Clio and cross-reference everything to make sure we had the most accurate status.”
“I kid you not, my health and body thank you. It feels more like an automatic instead of driving a stick shift.”
“I am liking MatterLynx more than my flimsy Zapier.”
“This has saved my life and my stress (anxiety) level.”
“Just used it for an easy reminder in my calendar, and it worked.”
“Since MatterLynx, I have been able to create a matter dashboard.”
“I started using this already in our chat. It’s great so far.”
“What I really loved about MatterLynx is that it was able to recover information [from my email] that wasn’t present in Clio and cross-reference everything to make sure we had the most accurate status.”
“I kid you not, my health and body thank you. It feels more like an automatic instead of driving a stick shift.”
See it in action
Pick a job. See how MatterLynx gets it done.
MatterLynx + your AI
Connected to Clio
You
Your AI
You
Your AI
Important changes need your OK. Actions are recorded in MatterLynx's audit trail.
Get a summary of the notes, tasks, dates, and documents you can access.
Pull the client details, recent notes, and key dates into a short brief, including from your phone.
Turn a message, screenshot, or conversation into Clio notes, tasks, and time entries.
Review open matters for overdue tasks and upcoming dates, then choose what to follow up.
How it works
Connect once, then work from the assistant you already use. Each person connects their own Clio account.
Connect your Clio account
Sign in to Clio and authorize MatterLynx with your existing permissions.
Add MatterLynx to your AI assistant
Follow the setup guide for ChatGPT or Claude.
Ask for the work you need
Try: “Summarize the latest notes on this matter and create a follow-up task.”
I kid you not, my health and body thank you. It feels more like an automatic instead of driving a stick shift.
Closed beta
Help shape MatterLynx with a small group of Clio firms.
No. MatterLynx helps your AI assistant use Clio. Clio stays your main case system.
MatterLynx connects to Clio. If your AI assistant also has email or calendar access, it can help move work between those tools and Clio.
Yes, within your Clio permissions. Choose whether your assistant asks before each update or applies updates automatically. MatterLynx keeps an operational audit trail.
Apply with your work email and confirm that your firm uses Clio. We’ll email you if you’re selected for the closed beta.
Security
MatterLynx retrieves the Clio information you request and passes it to your chosen AI assistant over encrypted connections. It does not keep a permanent copy of your case files.
Temporary review data and uploads are encrypted and scheduled for deletion. MatterLynx does not use client or matter data to train AI models.
Read full security detailsAES-256
Clio OAuth tokens use AES-256-GCM encryption. Hosted and temporary data is encrypted at rest and protected by HTTPS/TLS in transit.
OAuth 2.0
MatterLynx never receives your Clio password. Each person connects their own account, and Clio keeps enforcing their existing permissions.
Your control
Choose whether your assistant asks before each update or applies updates automatically. Clio permissions and record safeguards still apply.
MatterLynx