01
Staff record the payment
A client pays. Your staff record it in Clio the normal way. Nothing changes in how your team works.
Clio Manage integration
An AI billing agent for law firms on Clio Manage
The agent follows up on unpaid bills inside Clio. It sends payment reminders, stops them when a payment posts, requests retainer top-ups and hands old accounts to your staff. Watch it work on a demo firm.
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How it works
What the agent does in Clio
02
Reminders stop
The agent reads Clio, sees the bill is paid and stops that client's reminders the same day.
03
Reminders go out every weekday
Each weekday morning it checks every unpaid bill and sends a reminder based on how late it is, in your wording.
04
Retainers get topped up
When a trust balance drops below your minimum, the agent sends the client a top-up request.
05
Old accounts go to a person
Bills more than 90 days past due go on a call list for your staff instead of getting another email.
Ask Odyssey
Answers for your staff, from inside Clio
An Ask Odyssey button sits under More actions on each matter, and on each client’s contact page. One click opens the agent already focused on that client. Staff can ask which reminders a client has been sent, why a notice went out or what the client still owes, and the agent answers from Clio.
Staff can also tell it what is going on, such as a client who paid by check today, and it holds that client’s reminders. Every question and every action is saved as a note on the matter, so the record in Clio stays complete.
Built for a law office
The rules it follows
- Reminders cover the firm's own bills, in your wording and on your schedule.
- Every email and action is written as a note on the matter in Clio.
- Disputed and sensitive accounts go to your staff, never to more automation.
- The agent has only the Clio access the billing work needs.
- Your team approves the wording and timing before anything reaches a client.
- You can pause the agent at any time.
Clio’s API
More than billing
The agent connects to Clio Manage through Clio’s API. Billing is the first workflow we built on that connection. Other work your firm does in Clio can be built on it too, as custom software that fits how your office runs.
Price
What it costs
A build fee from $2,500, then from $599 a month.
The pricing section of our FAQ page lists what the monthly fee covers and what can cost extra.
FAQ
Questions law firms ask about Clio and Odyssey
Does Odyssey integrate with Clio Manage?
Yes. The agent connects to Clio Manage through Clio's API. It reads bills, payments and matters, sends payment reminders, and writes a note on the matter for every step. Odyssey AI is not affiliated with or endorsed by Clio.
Do my staff have to change how they record payments?
No. Staff record a payment in Clio the normal way. The agent reads Clio, sees the bill is paid and stops that client's reminders.
What happens to bills more than 90 days past due?
The agent stops emailing and puts the account on a call list for a person on your team.
Can staff ask the agent about a client?
Yes. The Ask Odyssey button on a matter or a client's contact page opens the agent focused on that client. It answers from Clio, for example which reminders a client has been sent or what they still owe, and saves the question as a note on the matter.
What does it cost?
A build fee from $2,500, then from $599 a month.
Is the firm in the video a real law firm?
No. The video uses a demo law firm in Clio Manage with made-up clients and amounts.
The video uses a demo law firm with made-up clients and amounts. Clio is a trademark of its owner; Odyssey AI is not affiliated with or endorsed by Clio.