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Legal / Contracts / eSign

Clio AI Integration

Connect Clio to BeforeQuery for grounded AI answers and agent actions across Legal / Contracts / eSign.

Connect Clio
What is it?

About Clio

Clio is one of the Legal / Contracts / eSign platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Clio

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Legal / Contracts / eSign and select Clio.

  2. Step 02

    Sign in to Clio with an account that has permissions to grant BeforeQuery the Legal / Contracts / eSign scopes required.

  3. Step 03

    Confirm the connection. Clio is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Clio

What the agent does with your Clio connection

  • 01

    Read contracts, templates, and signature status from Clio into the Context Graph.

  • 02

    Draft NDAs, DPAs, and standard-form contracts grounded in your approved templates + counterparty context.

  • 03

    Trigger playbooks on Clio events — new contract request, signature completed, renewal window opened.

  • 04

    Answer contract-Q&A grounded in the specific document ("what's the termination notice on the Acme MSA?").

Use cases

What teams actually do with the Clio integration

NDA + MSA auto-drafting

New NDA request → BeforeQuery pulls your approved Clio template, populates counterparty details from CRM, drafts, routes to legal for a sanity check, sends via Clio for signature. Contract-turnaround: days to hours.

Contract-Q&A grounded in the exact clause

AE asks "what's the termination notice on our Acme MSA?" → BeforeQuery finds the contract in Clio, extracts the specific clause, answers with the paragraph. Answer + source in one message.

Renewal-window nudges

Clio data feeds a renewal calendar; 90 days before each renewal, BeforeQuery nudges the AE + CS + legal owner with a renewal-prep packet grounded in the specific contract terms.

Answer questions grounded in Clio

Employees and customers ask Clio-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Clio record shown alongside the response. No context switching, no "log into Legal / Contracts / eSign to check" round-trips.

Clio — Frequently Asked Questions

Common questions about connecting BeforeQuery to Clio.

Yes on Enterprise. BeforeQuery reads the counterparty draft, compares against your negotiation playbook, and drafts markup. Legal reviews and accepts / edits the redline before it goes out.
Standard OAuth 2.0 where Clio supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Clio data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Clio integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Clio objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Clio for real.

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