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SkillsMP has collected 20 skills from patrickking67/clio-manage-mcp. Open a skill to review its source and details.
Showing 20 of 20 collected skills.
Log time entries in Clio Manage correctly — billable vs non-billable, hourly vs flat-fee matters, UTBMS task/activity codes, and timer-to-entry conversion. Use when the user says "log time", "track hours", "I spent N hours on", "bill X hours", "stop the timer…
Log time entries in Clio Manage correctly — billable vs non-billable, hourly vs flat-fee matters, UTBMS task/activity codes, and timer-to-entry conversion. Use when the user says "log time", "track hours", "I spent N hours on", "bill X hours", "stop the timer…
Apply Clio API best practices and legal-tech AI ethics (ABA Formal Opinion 512) to any work on the clio-manage MCP — rate limiting, ETags, audit trails, redaction, write confirmations, and client confidentiality. Use whenever the user is about to write or…
Work with Clio billing — list bills, check billing summaries, AR aging, draft/issue/void state transitions, and reconcile payments. Use when the user mentions "bill", "invoice", "outstanding balance", "AR aging", "accounts receivable", "send invoice", "draft…
Work with the Clio calendar — list events, create calendar entries, link them to matters, and (if available) check court rules. Use when the user says "calendar", "schedule", "meeting", "appointment", "court date", "hearing", "deadline", "what's on my…
Manage contacts in Clio Manage — search and dedupe people and companies, create new contacts (person or company), update existing contacts, manage email/phone/address records, and link contacts to matters. Use when the user mentions "contact", "client",…
Work with documents in Clio Manage — list, download, find templates, and prepare for automated document generation. Use when the user says "document", "template", "engagement letter", "draft a", "merge fields", "automation", "download", "upload", "find the…
Open a new matter in Clio Manage end-to-end — create or look up the client contact, create the matter (with practice area, fee structure, and matter contacts), add an opening note, and schedule an intake task. Use when the user says "open a new matter", "new…
Pick the right Clio Manage tool when the user asks to find, list, filter, or look up matters, contacts, time entries, tasks, calendar events, notes, documents, or bills. Use when the user says "find", "search", "list", "show me", "look up", "what matters",…
Walk the user through one-time setup of the Clio Manage MCP server — Clio developer app, OAuth credentials, env vars, first authorization, and a smoke test. Use when the user has just installed the plugin, when /mcp shows clio-manage failing to connect, when…
Work with IOLTA / client trust accounting in Clio Manage — view trust balances by matter and client, list bank accounts and transactions, prepare three-way reconciliation reports, and handle trust requests. Use when the user mentions "trust", "IOLTA",…
Apply Clio API best practices and legal-tech AI ethics (ABA Formal Opinion 512) to any work on the clio-manage MCP — rate limiting, ETags, audit trails, redaction, write confirmations, and client confidentiality. Use whenever the user is about to write or…
Work with Clio billing — list bills, check billing summaries, AR aging, draft/issue/void state transitions, and reconcile payments. Use when the user mentions "bill", "invoice", "outstanding balance", "AR aging", "accounts receivable", "send invoice", "draft…
Manage contacts in Clio Manage — search and dedupe people and companies, create new contacts (person or company), update existing contacts, manage email/phone/address records, and link contacts to matters. Use when the user mentions "contact", "client",…
Pick the right Clio Manage tool when the user asks to find, list, filter, or look up matters, contacts, time entries, tasks, calendar events, notes, documents, or bills. Use when the user says "find", "search", "list", "show me", "look up", "what matters",…
Walk the user through one-time setup of the Clio Manage MCP server — Clio developer app, OAuth credentials, env vars, first authorization, and a smoke test. Use when the user has just installed the plugin, when /mcp shows clio-manage failing to connect, when…
Work with IOLTA / client trust accounting in Clio Manage — view trust balances by matter and client, list bank accounts and transactions, prepare three-way reconciliation reports, and handle trust requests. Use when the user mentions "trust", "IOLTA",…
Open a new matter in Clio Manage end-to-end — create or look up the client contact, create the matter (with practice area, fee structure, and matter contacts), add an opening note, and schedule an intake task. Use when the user says "open a new matter", "new…
Work with the Clio calendar — list events, create calendar entries, link them to matters, and (if available) check court rules. Use when the user says "calendar", "schedule", "meeting", "appointment", "court date", "hearing", "deadline", "what's on my…
Work with documents in Clio Manage — list, download, find templates, and prepare for automated document generation. Use when the user says "document", "template", "engagement letter", "draft a", "merge fields", "automation", "download", "upload", "find the…