Anthropic (Claude)
Clio
GitHub

Anthropic (Claude) + Clio + GitHub integration

Automate legal intake, compliance tasks, client communication logs, matter updates and engineering handoffs across Anthropic (Claude), Clio, and GitHub.

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Popular automation
Trigger
Matter is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

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Ready Workflows Ready Workflows   for Anthropic (Claude) + Clio + GitHub integration

Open engineering issues from new matters, add compliance tasks from pull requests, log client messages, and keep both teams updated, all in just one click.

Trigger
Matter is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

Use Anthropic (Claude) to summarise each new Clio matter and open a GitHub issue for the team

When a new matter opens in Clio, Anthropic (Claude) writes a short summary and GitHub gets a tracking issue for the team.
A new legal matter often needs technical work before anyone starts. Someone has to read the intake details and copy the key points into a developer ticket. This workflow does the reading and copying for you. The team gets a clear issue to start from, and nothing gets lost between the legal and engineering sides.
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Trigger
Document is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

Have Anthropic (Claude) pull obligations from each new Clio document into a GitHub issue

When a document is added in Clio, Anthropic (Claude) pulls out the key points and GitHub gets an issue to act on.
Contracts and licensing agreements carry duties that developers need to know about. Reading through them and writing tasks by hand takes time, and important details can be missed. This setup reads the document once and passes the obligations straight into a GitHub issue. Legal and engineering teams work from the same list.
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Activate
Trigger
Task is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

Send new Clio tasks to GitHub as issues, rewritten in plain language by Anthropic (Claude)

When a task is added in Clio, Anthropic (Claude) rewrites it and GitHub gets a clear issue developers can act on.
Legal instructions are written for lawyers, not developers. A task that makes sense in a legal file often needs rewording before engineers can act on it. This workflow rewrites the task so developers get a clear issue without a back-and-forth. Legal operations managers spend less time explaining what they need.
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Trigger
Communication is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

Open a GitHub issue from each client message logged in Clio, with Anthropic (Claude) pulling out the technical details

When a client message is logged in Clio, Anthropic (Claude) pulls out the technical details and GitHub gets an issue.
Clients often report security problems in plain emails or calls, and the technical details can get buried. When a message is logged in Clio, this workflow pulls out the technical part and opens a GitHub issue. Engineers see the problem quickly, so reports do not wait in a legal inbox.
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Trigger
Matter note is created
in Clio
Actions
Generate with AI
in Anthropic (Claude)
Create issue
in GitHub

Turn engineering notes added to a Clio matter into GitHub issues with Anthropic (Claude)

When a note is added to a matter in Clio, Anthropic (Claude) picks out the engineering work and GitHub gets a development issue.
Attorneys often add technical discovery notes to a matter without saying who should act on them. Those tasks can sit unread for weeks. This workflow picks out the engineering work and opens a development issue as soon as the note is saved. Developers see the task without anyone forwarding it.
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Trigger
Issue is created
in GitHub
Actions
Generate with AI
in Anthropic (Claude)
Create task
in Clio

Have Anthropic (Claude) review each new GitHub issue for legal risk and add a review task in Clio

When a GitHub issue is opened, Anthropic (Claude) checks it for legal risk and Clio gets a review task for counsel.
Open-source compliance and security reports often land in GitHub before legal hears about them. Someone has to read each one and decide whether counsel needs to look. This workflow flags the issue to the legal team by creating a review task in Clio, so risks get a look without anyone scanning the issue list.
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Trigger
Issue is created
in GitHub
Actions
Generate with AI
in Anthropic (Claude)
Search matter
in Clio
Create matter note
in Clio

Find the matching Clio matter for each new GitHub issue and add an Anthropic (Claude) risk summary as a note

When a GitHub issue is opened, Anthropic (Claude) writes a risk summary and it is added to the right Clio matter.
Infringement reports about public code need to end up on the correct client file. Searching for the matter by hand is slow, and a note on the wrong file causes confusion. This workflow finds the matter first and then adds the summary, so the legal record stays complete.
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Trigger
Pull request is created
in GitHub
Actions
Generate with AI
in Anthropic (Claude)
Create task
in Clio

Create a Clio sign-off task for counsel when a GitHub pull request adds third-party dependencies, checked by Anthropic (Claude)

When a pull request is opened, Anthropic (Claude) reads the licence details and Clio gets a sign-off task for counsel.
Third-party packages bring licence terms with them, and corporate counsel needs to approve them. Developers often do not flag this until the code is nearly ready. This workflow creates the sign-off task as soon as the pull request is opened, so legal can review before the code is merged.
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Trigger
Release is created
in GitHub
Actions
Generate with AI
in Anthropic (Claude)
Create task
in Clio

Have Anthropic (Claude) compare each GitHub release against export rules and add a Clio compliance task

When a release is published on GitHub, Anthropic (Claude) checks the notes and Clio gets a compliance task.
Major software releases can change what a company is allowed to export. Checking release notes against those rules is easy to forget before a launch. This workflow adds the verification task in Clio as soon as the release is published, so compliance has time to review it first.
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More ways to automate your
Anthropic (Claude) + Clio + GitHub workflow

Connect 1,500+ apps and get more done from your workflows.

Alert the team in chat
Once a GitHub issue or Clio task is in place, Slack can post a short message to the right channel. Your team sees the new work without checking both tools first.
Track sign-offs on a board
When a compliance task lands in Clio, Trello can add a card with the due date. Project managers see approvals on the same board as their other work.
Keep a copy of documents
When a new document is added in Clio, Google Drive can save a copy in a shared folder. Your team can open the file from a tool they already use.
Set up billing early
When a new matter opens in Clio, Xero can create the client as a contact. Billing can start on day one instead of waiting for someone to re-enter the details.
Confirm requests to clients
After a client message is logged in Clio, Gmail can send a short reply confirming the request was received. The client knows their message reached the right people.
Keep a running report list
Each time a GitHub issue is opened, Google Sheets can add a new row with the issue details. The legal team gets one list of reports and their status to review.

How the data usually flows between Anthropic (Claude), Clio and GitHub

See how information moves automatically from your client files through AI processing and your developers' tracker to your legal team's task list.

Clio
Clio
A lawyer adds a matter, document or message in Clio, and the workflow starts. Nobody has to tell the engineering team about it by hand.
Start
Anthropic (Claude)
Anthropic (Claude)
Claude reads the details and writes a short plain summary. It picks out tasks, obligations or risks so the key points are easy to scan.
Read
GitHub
GitHub
The summary is posted to GitHub as an issue or comment. Developers can act on it without waiting for a separate briefing.
Pass along
Clio
Clio
Counsel can open a task in Clio and approve it or ask questions. The decision happens in one place, with the summary already written out.
Act next
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between Anthropic (Claude), Clio and GitHub.
Anthropic (Claude)
Clio
GitHub
One continuous flow, Zero extra effort.
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Steps to connect Anthropic (Claude), Clio and GitHub

  1. Log in to Integrately
  2. Search and select Anthropic (Claude) and Clio
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your Anthropic (Claude) & Clio accounts
  5. Add GitHub in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done
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Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

Anthropic (Claude)
Anthropic (Claude) Triggers & Actions
No trigger is available
Generate with AI in Anthropic (Claude)
Generates engaging content based on the instructions
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Create task in Clio
Generates a new task
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Create communication in Clio
Generates a new communication
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Update task in Clio
Modifies an existing task
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Upload document in Clio
Adds a document
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Assign task template list to matter in Clio
Generates a new communication
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Search task by name in Clio
Finds a task by its name
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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GitHub
GitHub Triggers & Actions
Commit is created in GitHub
Triggers the automation when a new commit is created
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Issue is created in GitHub
Triggers the automation when a new issue is created
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Repo issue is created in GitHub
Triggers the automation when a repository issue is created
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Issues assigned to me from a GitHub organization in GitHub
Triggers the automation when a GitHub issue is assigned to the particular user
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Repository is created in GitHub
Triggers the automation when a repository is created
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Pull request is created in GitHub
Triggers the automation when a new pull request is created
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Release is created in GitHub
Triggers the automation when a new released is created
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Repo event is created in GitHub
Triggers the automation when a repository event is created
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Commit comment is created in GitHub
Triggers the automation when a comment is added to a commit in the repository
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Gist is created in GitHub
Triggers the automation when a new gist is added
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Team is created in GitHub
Triggers the automation when a new team is created
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Milestone is created in GitHub
Triggers the automation when a new milestone is created
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Branch is created in GitHub
Triggers the automation when a new branch is created in a git repository
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Organization is created in GitHub
Triggers the automation when a new organization is created
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Label is created in GitHub
Triggers the automation when a new label is created
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Collaborator is created in GitHub
Triggers the automation when a new event or workout session is scheduled
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Create issue in GitHub
Generates a new issue for tracking and resolving
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Update issue in GitHub
Updates issue details with the latest information
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Create an issue comment in GitHub
Adds a new comment to an issue
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Create pull request in GitHub
Creates pull requests for code changes
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Update pull request in GitHub
Updates a pull request with new changes
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Create gist in GitHub
Creates a new gist
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Search Repository in GitHub
Searches for a repository
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Search user in GitHub
Searches for a user
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Search pull requests in GitHub
Searches for pull requests
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Delete branch protection in GitHub
Removes branch protection settings on a particular branch
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Search issue in GitHub
Searches for an issue
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Who this setup is for

Legal operations managers
Legal operations managers
Patent and IP attorneys
Patent and IP attorneys
Software development teams
Software development teams
Technology counsel
Technology counsel
📋 Legal operations managers
Legal tasks often reach developers late, after someone has reworded them by hand. This setup rewrites each Clio task as a clear GitHub issue.
🎙️ Patent and IP attorneys
Technical notes from discovery stay buried in matter files. This automation pulls out the engineering tasks and opens a GitHub issue.
🔁 Software development teams
Every pull request with new dependencies needs a licence check before merging. This setup posts a review on the pull request and adds a sign-off task in Clio.
🗂️ Technology counsel
Copyright and open-source complaints arrive as GitHub issues with little warning. This automation logs each report in Clio as a client communication.
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Everything this automation handles for you

Everything this automation handles for you
Tries again if something fails
If a step does not go through, the automation tries again. Your matter is not left half-done.
Updates the right issue
When a matter status changes, the automation updates the matching GitHub issue. You do not have to find it yourself.
Finds the right matter first
Before adding a note, the automation looks up the matching Clio matter. Your notes land on the correct file.
Shortens long text
Long contracts and emails are cut down to the key points. You read a short summary, not every page.

Why choose Integrately to automate Anthropic (Claude) + Clio + GitHub

Build and manage your Anthropic (Claude) + Clio + GitHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Anthropic (Claude) + Clio + GitHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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in $19.99
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Prefer to connect just two apps? Explore each combination separately

Anthropic (Claude)
Clio
Anthropic (Claude) + Clio
Have Claude summarise new matters, documents and client messages for your legal team.
Explore Integrations
Clio
GitHub
Clio + GitHub
Turn Clio tasks into GitHub issues and open Clio matters from new GitHub repositories.
Explore Integrations
Anthropic (Claude)
GitHub
Anthropic (Claude) + GitHub
Claude can review new pull requests and post its notes back as a GitHub comment.
Explore Integrations

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Questions people ask

Can a new matter in Clio automatically open a GitHub issue with an AI summary?
Frequently Asked Questions
Yes, Integrately has a ready workflow to open a GitHub issue from each new Clio matter with an Anthropic (Claude) summary. When a matter is created in Clio, Anthropic (Claude) writes a short summary and Integrately creates a GitHub issue with it.
Can a task added in Clio be sent to GitHub as a clear issue, rewritten by AI?
Frequently Asked Questions
Can a GitHub pull request create a Clio sign-off task for counsel and check licences with AI?
Frequently Asked Questions
Do I need coding skills to connect Clio, GitHub and Anthropic (Claude)?
Frequently Asked Questions
Can Claude pull the technical details from a client message logged in Clio into a GitHub issue?
Frequently Asked Questions
Can a new GitHub issue automatically add a legal risk review task to Clio?
Frequently Asked Questions
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