AI case manager that automates client follow-up, tracks appointments, and flags treatment gaps for personal injury law firms
Free command-line tool to export your entire Clio account with documents to your own computer
Stage
Established
Established
Founded
2021
2015
Based in
US
RS
Pricing model
Contact for pricing
Open source
Pricing
Not given
Free. Requires Node.js 20 or later and a Clio developer app (free from Clio). Optional: Clio Backup setup at $500 one time for nightly automated backups to OneDrive, SharePoint or S3.
Key features
Automated client follow-up via text
Appointment tracking and reminders
Treatment gap and missed appointment detection
Custom escalation rules
Case management system integrations
English and Spanish language support
Client portal and case updates
HIPAA, TCPA, and SOC 2 Type II compliance
Export all Clio data types: matters, contacts, notes, tasks, calendar entries, time entries, expenses and bills
Documents exported to folders per matter with folder structure preserved
Records exported as both JSON and CSV formats
Read-only operation with no ability to modify Clio account
Resumable exports that continue without duplicates after interruptions
Dry-run mode to estimate export time before running full export
Completion report matching record counts with Clio to verify nothing is missing
Runs on macOS, Windows and Linux with Node.js 20 or later
What makes it different
Scales case manager workload from 20 to 2,000 simultaneous clients
AI works alongside humans rather than replacing them
Integrates with existing case management systems without rip-and-replace
4-minute average response time with AI outreach
Protects settlement value by catching treatment gaps early
Includes documents, bills and trust transactions that Clio's built-in export omits
Completely free and open source under MIT license
Data stays on your encrypted disk, you control all credentials and storage
Logs do not contain client data for privacy and security
Hona
Clio Export