VERA for Clio
Connects Clio practice management with VERA's AI document analysis.Analyze documents and sync results straight into Clio.
Highlights
What you can do with it
- A lawyer analyzes a large case file and syncs key evidence and dates to the calendar
- A firm shares documents and assigns tasks from the analysis to collaborate better
- A legal assistant pulls witness and contract details and links them to the case
How to use it
- 1 Visit the VERA site and click get started for free to begin the trial
- 2 Set up the Clio connection using OAuth 2.0 for a secure link
- 3 Open your Clio document library and choose files to analyze
- 4 Sync key dates to the Clio calendar and create tasks from the results
- 5 Use the custom action buttons inside Clio to reach VERA features quickly
Who it is for
Pros
- No repeated uploading and downloading between systems
- Key dates land in the Clio calendar with correct case references
- Secure OAuth 2.0 link that does not store your Clio credentials
Limitations
- It depends on Clio, so it only helps teams already using that platform
- Only a free trial is shown and post-trial pricing is not listed
- Automatically extracted dates still deserve a human check before you rely on them
What VERA for Clio is
VERA for Clio connects Clio's practice management system with VERA's AI document analysis. Instead of uploading and downloading files between tools, lawyers open documents stored in Clio directly, let the AI pull out key dates and details, and sync those into the Clio calendar with the correct case reference. From the same analysis they can create and assign tasks in Clio, and reach VERA through custom action buttons. The link uses OAuth 2.0 and does not store your Clio credentials, and it supports all Clio regions including the US, EU, Canada, and Australia. A free trial is offered, with post-trial pricing not listed on the page.
What you can do with it
- Analyze Clio documents without repeated uploads and downloads
- Extract key dates into the Clio calendar with case references
- Create and assign tasks from document analysis inside Clio
- Keep analysis and scheduling tied to the right case in your workspace
Who it is for
- Legal practitioners processing many contracts and case documents
- Law firms where lawyers and staff collaborate on shared cases
- Legal assistants who organize documents and pull key details
What to watch out for
This only helps if you already use Clio, since it is a dedicated integration rather than a standalone tool. Only a free trial is advertised and the price afterward is not shown, so confirm terms before relying on it. Even though extraction is automated, key dates and tasks should get a human check before they drive deadlines or client work. Free tiers and usage limits can change, so check the current rules on the official page before relying on it long term.
FAQ
Do I need Clio to use this?
Yes, it is an integration that connects VERA's analysis to your Clio account.
Is the connection secure?
It uses OAuth 2.0 and does not store your Clio credentials, per the page.
Which regions are supported?
It supports all Clio regional environments, including the US, EU, Canada, and Australia.
Why it is free
What the official page says： free trial
Free limits, trial length and features are decided by the official site and can change at any time.
Product preview
Screenshot archived from the listing page, for preview only.
