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SkillsMP は patrickking67/clio-manage-mcp から 20 件の skill を収集しています。skill を開くとソースと詳細を確認できます。
収集済み skill 20 件中 20 件を表示しています。
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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",…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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",…
原文の言語: 英語
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…
原文の言語: 英語
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",…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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",…
原文の言語: 英語
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",…
原文の言語: 英語
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…
原文の言語: 英語
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",…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語