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Original

English
🇨🇳

Translation

Chinese

Clio Skill

Clio Skill

Manage law practice with Clio's legal practice management platform.
使用Clio的法律实践管理平台管理法律业务。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/clio/install.sh | bash
Or manually:
bash
cp -r skills/clio ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/clio/install.sh | bash
或者手动安装：
bash
cp -r skills/clio ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
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通过canifi-env进行配置：
bash
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First, ensure canifi-env is installed:

首先，确保canifi-env已安装：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLIO_CLIENT_ID "your_client_id" canifi-env set CLIO_CLIENT_SECRET "your_client_secret" canifi-env set CLIO_ACCESS_TOKEN "your_access_token"
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canifi-env set CLIO_CLIENT_ID "your_client_id" canifi-env set CLIO_CLIENT_SECRET "your_client_secret" canifi-env set CLIO_ACCESS_TOKEN "your_access_token"
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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，您做主。Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用您的已认证会话，且全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在您的本地机器上访问，绝不会被传输。

Capabilities

功能

  1. Matter Management: Track cases and legal matters
  2. Time Tracking: Log billable time and activities
  3. Billing: Generate invoices and collect payments
  4. Document Management: Store and organize case documents
  5. Client Portal: Communicate with clients securely
  1. 案件管理：追踪案件与法律事务
  2. 时间追踪：记录可计费时间与活动
  3. 账单管理：生成发票并收取款项
  4. 文档管理：存储并整理案件文档
  5. 客户门户：与客户进行安全沟通

Usage Examples

使用示例

Create Matter

创建案件

User: "Create a new matter for client Johnson"
Assistant: Creates case with client association
用户："为客户Johnson创建一个新案件"
助手：创建关联客户的案件

Log Time

记录时间

User: "Log 2 hours for legal research on the Smith case"
Assistant: Creates time entry
用户："为Smith案件的法律研究记录2小时"
助手：创建时间条目

Generate Invoice

生成发票

User: "Create an invoice for the pending time entries"
Assistant: Generates invoice from unbilled time
用户："为未结时间条目创建发票"
助手：根据未计费时间生成发票

Search Documents

搜索文档

User: "Find all documents for the patent case"
Assistant: Returns matching case documents
用户："查找专利案件的所有文档"
助手：返回匹配的案件文档

Authentication Flow

认证流程

  1. Register app in Clio developer portal
  2. Implement OAuth 2.0 flow
  3. Get access token for API calls
  4. Refresh tokens as needed
  1. 在Clio开发者门户注册应用
  2. 实现OAuth 2.0流程
  3. 获取用于API调用的访问令牌
  4. 根据需要刷新令牌

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedToken expiredRefresh access token
403 ForbiddenNo accessCheck permissions
404 Not FoundMatter not foundVerify matter ID
429 Rate LimitedToo many requestsWait and retry
错误原因解决方案
401 未授权令牌过期刷新访问令牌
403 禁止访问无权限检查权限设置
404 未找到案件不存在验证案件ID
429 请求受限请求过于频繁等待后重试

Notes

注意事项

  • Leading legal practice management
  • Time tracking and billing
  • Clio Grow for intake
  • Integration marketplace
  • Mobile apps available
  • Cloud-based platform
  • 领先的法律实践管理平台
  • 时间追踪与账单管理
  • Clio Grow用于客户招揽
  • 集成市场
  • 支持移动应用
  • 云原生平台