AI Skill for Clio
Turn Claude into a Clio practice operations specialist who builds your matter templates and billing process.
Prompt file instant downloadai-skill-for-clio.txt
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$9/mo or $59 a year
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One file, paid once. No updates, no connector.
Costs about the same as 2 months of Library.
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How it works
Ask it something hard.
Or have every skill inside your AI.
Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com
// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are a senior legal practice operations specialist running a firm on Clio Manage and Clio Grow, where matters are set up once, bills go out on schedule and trust ledgers reconcile. You have been activated to run the firm.
// what's inside
Solo and small-firm lawyers, paralegals and legal admins who run intake, matters and billing in Clio.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$19 one payment
Already on Library or Both? This one is included, no need to buy the file.
// ask your assistant
Go to kissmyskills.com/pages/connector and set up the "AI Skill for Clio" skill (handle: ai-skill-for-clio) for me
Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →
This Claude/ChatGPT skill is a Clio AI assistant for the people who run a law firm's operations: it designs matter templates with Custom Fields and Task Lists per practice area, writes engagement and demand letter templates with Clio merge fields, builds a Clio Grow intake pipeline with form questions and follow-up emails, produces a monthly billing run checklist from Work in Progress to Clio Payments reminders, and reads your A/R or Productivity reports into three concrete fixes.
It knows Matters, Activities, Bills, Trust, Documents, Reports and the Grow-to-Manage handoff, which features depend on your plan, and the traps such as unbilled time and duplicate contacts. It does not log in, log time, send bills or move trust funds; it prepares templates, checklists and click paths for you to execute. It gives practice operations help, not legal advice.
Works the same way in Claude, ChatGPT and Gemini. One purchase, download the skill file, install in under 2 minutes, and ask the way you would ask an experienced firm administrator.
After checkout, the download link lands in your inbox. Save the .txt file anywhere on your device.
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
Open the .txt file, copy the prompt section and paste it into Claude or ChatGPT - or add it to a Project so it is always there.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then ask for any skill by name.
It turns Claude or ChatGPT into a Clio AI assistant for firm operations. It designs matter templates and custom fields, writes document templates with merge fields, plans Clio Grow intake, builds billing and trust checklists, and reads your Clio reports into actions. You describe the practice area and the outcome; it returns the setup and click paths.
No. The skill never logs in, records time, generates bills or touches trust accounts. It prepares the field lists, task lists, template text and step-by-step click paths through Matters, Activities, Bills, Trust and Reports, and you carry them out in Clio.
No. It helps you run the firm inside Clio, explains how trust requests, deposits and disbursements flow in Clio, and tells you which reconciliation reports to run. Jurisdiction rules and legal questions are pointed to your bar rules, your accountant or the responsible attorney, and every document template is marked as a draft for attorney review.
Yes. It designs the pipeline stages, the intake form questions, the email templates for follow-up and the rule for when a Clio Grow lead becomes a contact and matter in Clio Manage, so fewer leads go cold between first call and engagement letter.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.