What Binee does with Clio Manage
Ask across it
Watch it around the clock
Clio Manage is a live automation source: watchers react the moment something happens. One plain sentence is the whole setup:
Act in it, with your approval
Binee adds to Clio with your approval: it creates tasks, calendar entries on your own calendar, matter and contact notes, and billable time entries, always previewing the exact change first. Time entries are logged as billable, and the preview says so before you confirm.
One sentence, and Clio Manage joins the watch
You tell Binee: "Flag bill activity for a client who still owes money while their emails show them asking for more work."
That is the whole setup. Binee builds the automation, watches around the clock, and when something matches, the insight arrives with the evidence attached, in your Inbox, by email, or in Slack.
Connect Clio Manage in minutes
In Settings, Integrations, press Connect on Clio Manage, pick your Clio region, and approve Clio's consent screen with your own account.
Ask across the practice: "which bills are overdue, and what does each client still owe?"
Turn on templates like Court date changes and Payments received, or add the Legal practice dashboard in one click.
How it connects
Each person connects their own Clio account with one click, picking their Clio region (US, EU, Canada, or Australia). Binee sees exactly what that person's own Clio login can see.
Binee adds to Clio and never edits or deletes existing records. Watching covers court dates and calendar changes, bills and payments, matters opening and closing, legal tasks, new contacts, logged calls, and documents.
Clio Manage questions
Can Binee change things in my Clio?
It adds, with your approval: tasks, calendar entries on your own calendar, matter and contact notes, and billable time entries, each previewed exactly before you confirm. It never edits or deletes existing Clio records.
Does Binee see the whole firm's Clio?
It sees what your own Clio login can see, nothing more. Clio enforces your permissions on every read, and teammates connect their own accounts.
How is this different from Clio's own notifications?
Clio tells you what happened inside Clio. Binee connects it to the rest of your practice: a payment next to the client's email asking for more work, a court date next to the rest of your calendar, a matter closing next to the wrap-up tasks still open.
Better together
Binee gets sharper with every connection: the more tools it reads, the more dots it can connect around Clio Manage.
