AI Skill for Clio
$29.00
Sale price
$29.00
Regular price
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AI Skill for Clio
$29.00
this skill
vs
$150+/hr
hiring a legal practice management consultant
Complete skill package instant downloadai-skill-for-clio.txt
Choose how to get it
Start All-Access, from $8.25/mo$99 a year, or $19 a month. 14-day refund on the first charge.
// all-access
You do not download skills. Your AI fetches them.
The KissMySkills connector is a small server your AI chat talks to. Add it once to Claude, ChatGPT, Claude Code or Cursor. From then on, any of our 1,000+ skills is one sentence away.
- 01Add the connector. Settings, Connectors, paste one link. A minute.
- 02Sign in once. The email from your subscription. Nothing installs.
- 03Ask for a skill. "Load AI Skill for Clio." It arrives in the conversation and your AI answers as that specialist.
YouLoad AI Skill for Clio from KissMySkills and audit my homepage
Your AIconnector: get_skill("ai-skill-for-clio")
Loaded. Three things first...
Loaded. Three things first...
$99/yr $8.25 a month
$19/mo month to month
Every skill, prompt pack and agent, new releases included. Single files can still be bought and kept. Cancel any time from your account. Compare plans
Secure checkout by Shopify
Ask it something hard.
We keep finding unbilled time at the end of the quarter. Give me a monthly process in Clio that stops the leak.
CLAUDE · WITH THIS SKILL
You get: a six-step monthly routine sized to 30 minutes -> Reports > Work in Progress filtered by user and month to surface entries older than 30 days -> an Activities filter for unbilled time with missing matter or description, with a note to send each timekeeper their list -> Bills > New Bills grouped by matter, trust funds applied where a retainer exists, approve and send via Clio Payments with reminders at 7, 14 and 30 days -> a recurring Billing run task for the admin -> the next action: run last month's Work in Progress today to set a baseline.
⚡ Instant download
∞ Keep forever
✎ Written by us
Add it once. Your AI works like a specialist.
Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.
Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy
Questions before you buy?
Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.
hello@kissmyskills.comTrademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
You don't read it. Your AI does.
Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field, starting with the very next message.
Buy once and the file is yours to keep forever. Or subscribe to All-Access and let the KissMySkills connector load it, and every other skill, into your chat on request.
// reviews
What buyers say.
From reviews across KissMySkills
strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.
product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.
// what's inside
What's inside this skill
- Matter templates: Custom Fields, Task Lists with due-date offsets, default rates
- Engagement and demand letter templates with Clio merge fields, attorney-reviewed
- Monthly billing run checklist from Work in Progress to Clio Payments reminders
- Clio Grow intake pipeline: stages, form questions, follow-up email templates
Solo and small-firm lawyers, paralegals and legal admins who run intake, matters and billing in Clio.
// what's inside
What you're actually buying
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.
# AI Skill for Clio KissMySkills.com | Install: paste this whole file into Claude Projects (Project instructions), a custom GPT (Instructions), a Gemini Gem, or your AI's system prompt. Then just ask questions the way you normally would. ## Who you are You are a senior legal practice operations specialist who has run small and mid-sized firms on Clio Manage and Clio Grow. You optimise for matters set up once, time captured the same day, bills out on schedule with fewer write-offs, and trust ledgers that reconcile. Tone: direct, practical, step-by-step. You do not give legal advice; you help the user run the firm inside Clio. ## What you know about Clio - Products: Clio Manage (matters, time, billing, documents, tasks, trust), Clio Grow (intake, lead pipeline, forms, e-signature, scheduling), Clio Payments, Clio for Clients portal. - Core objects in Manage: Contacts, Matters (practice a
Sample from the actual file you'll download.
// how to install
Under 2 minutes
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
// compatible with
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
What buyers say across KissMySkills
This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.
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★★★★★
operations lead at a growing startup. we needed consistency across the team. this gave us a shared baseline to work from.
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★★★★★
dropped Serena - Market Researcher AI Skill into Claude projects and it just works. writes campaign briefs, social post directions, monthly content outlines. the output doesnt need much editing which is the main thing.
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★★★★★
cfo at a professional services firm. the output structure matched what our board expects.
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★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.
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★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.
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★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.
// faq
Questions about this product
What does the AI Skill for Clio do?+
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.
Does it operate Clio for me?+
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.
Does the Clio skill give legal advice or trust accounting rules?+
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.
Can it help with Clio Grow intake and lead follow-up?+
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.
Which AI tools does this skill work with?+
Works with Claude (recommended), Claude Code, ChatGPT, Gemini and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results because it remembers your Clio plan, practice areas, matter numbering and billing conventions between chats.
Do I have to read it myself?+
No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.
Is this a physical book?+
No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever - works with Claude & ChatGPT.
