AI-Agents for Construction working with Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
18 toolsSend approved subcontract agreements to signers and link requests to the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsKeep supplier bill dates current during project approvals.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsDeny repeat ACH requests for paid material and trade invoices.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsShow payments on open subcontractor bill reviews.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 tools
