Clio Matters
From the author
Clio matters -- the case/client-file object that almost everything else in Clio hangs off of: the matter status lifecycle, linking a matter to a client contact, practice areas, custom fields, and matter numbering.
Install
npx skills add WYRE-AI/msp-claude-plugins --skill 'Clio Matters' -a claude-code
Installs to .claude/skills/Clio-Matters/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Why 82
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Similar skills
Closest to this one by what they do and when they are used.
- Clio ContactsWYRE-AI/msp-claude-pluginsClio contacts -- the people and companies connected to matters: person vs. company contact types, and how a contact relates to the matters they are party to (client, opposing party, witness, and other roles).Other★ 51
- cliomembranedev/application-skillsClio integration. Manage Matters, Contacts, Tasks, Events, Bills, Users. Use when the user wants to interact with Clio data.Productivity★ 270
- Clio Time & BillingWYRE-AI/msp-claude-pluginsClio time and expense activities logged against a matter: the activities domain's create-only lifecycle, the billing-read / time-entry-write split, and why billing mutations are out of scope for v1.Writing★ 51
- clio-webhookshookdeck/webhook-skillsReceive and verify Clio (Clio Manage) webhooks. Use when setting up Clio webhook handlers, debugging X-Hook-Signature verification, completing the X-Hook-Secret handshake, or handling legal practice events like matter.created, contact.updated, activity.created, or bill events.Legal★ 94
- Clio API PatternsWYRE-AI/msp-claude-pluginsClio Manage MCP fundamentals: OAuth 2.0 Authorization Code connection via Conduit, region selection, the matters-as-hub data model, decision-tree tool navigation, pagination, and the deliberate v1 scope limits (no delete anywhere, documents metadata-only, communications/calendar/bills read-only).Engineering★ 51
- deadlinesThomasMoreAI/legal-skills-openTrack case deadlines — add, cross-case rollup report, update, complete, close. Warns at configurable thresholds (default 14/7/3/1 days); overdue items stay flagged until resolved. The operational record for a clinic workload. Use when a student or supervisor needs to add a deadline, ask what's due this week, get a deadline report, or update a case deadline.Other★ 95
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