Attorney Dashboard
JS
Review
Review Queue
7
 Reviewed
24
Clients
All Clients Invite Clients
Reports
Privilege Audit Billing Dashboard
Settings
Firm Settings
Clio Connected

Settings

Manage integrations, booking preferences, notifications, and your firm profile.

Integrations
Booking & Calendar
Notifications
Firm Profile
Practice Management & Billing
Connect your practice management system to sync matters, contacts, and time entries automatically.
Clio Manage Connected
Sync matters, contacts, and time entries. Auto-bill AI review time to client matters.
Auto-sync time entries
Automatically create Clio time entries when you complete a review
Default activity code
Activity code applied to AI review time entries
Minimum billing increment
Smallest time entry that will be created
Auto-suggest time entries for urgency levels
Pre-create suggested time entries based on urgency classification
Sync matters from Clio
Import your Clio matters for easy client workspace linking
Last synced
Most recent data sync with Clio
2 minutes ago ✓
Recent sync activity
Time entry synced: Marcus Johnson — 0.5 hr — Critical review2 min ago
Time entry synced: Sarah Chen — 0.4 hr — Settlement analysis1 hr ago
Time entry adjusted: David Park — 0.3 hr → 0.2 hr3 hr ago
Matter synced: Torres v. Apex LLCYesterday
Contact synced: James WilsonYesterday
Calendar & Scheduling
Let clients book time on your calendar directly from the vault. Connect one or more calendar services.
Google Calendar Connected
Show your availability to clients. Bookings create calendar events with vault context attached.
Connected account
Google account linked for calendar access
jsmith@smithlaw.com
Calendar to use
Which calendar shows availability to clients
Buffer between meetings
Minimum gap between bookable time slots
Booking window
How far in advance clients can book
Include vault context in event
Attach the AI conversation that triggered the booking as a private note on the calendar event
Auto-create Clio time entry for booked meetings
Pre-populate a time entry in Clio when a client books a call
Calendly Not connected
Use your existing Calendly booking page. Clients are redirected to Calendly from the vault.
Calendly URL
Your Calendly booking page URL
Default meeting type
Which Calendly event type opens when clients click "Book a call"
Microsoft Outlook Not connected
Connect Outlook calendar for availability and booking. Works with Microsoft 365.
Video Conferencing
Auto-generate meeting links when clients book calls from the vault.
ZoomNot connected
Auto-create Zoom meeting links for booked client calls.

Your Availability

Set the days and times clients can book calls with you. This syncs with your connected calendar.
Mon
9am–5pm
Tue
9am–5pm
Wed
9am–5pm
Thu
9am–5pm
Fri
9am–3pm
Sat
Off
Sun
Off
Default working hours
to

Meeting Types

Configure what types of meetings clients can book from the vault.
Urgent Consultation
30 min · Triggered by Critical/Urgent flagged conversations
Client Check-in
15 min · Quick follow-up on vault activity
Case Review
60 min · Full case discussion with attorney
Intro Call
20 min · First conversation with newly invited client

Booking Preferences

Confirmation email from
Who the booking confirmation appears to come from
Require reason for booking
Client must describe what they want to discuss
Auto-attach vault context
Include the AI conversation that prompted the booking in the event
Send reminder
Reminder notification before scheduled calls

Review Queue Alerts

Critical flagged conversationClient interaction classified as critical urgency
Email
SMS
Push
Urgent flagged conversationSettlement questions, deadline-sensitive queries
Email
SMS
Push
Elevated flagged conversationLegal analysis the attorney should review
Email
SMS
Push
Standard conversations (daily digest)Batch summary of routine vault activity
Email
SMS
Push

Client Activity

New client signed upAn invited client completed onboarding
Email
SMS
Push
Client uploaded documentsNew documents added to a client's vault
Email
SMS
Push
Client booked a callClient scheduled time through the vault
Email
SMS
Push

Billing & System

Clio sync errorA time entry failed to sync to Clio
Email
SMS
Push
Weekly billing summaryDigest of review hours and revenue
Email
SMS
Push

Attorney Information

Used for revenue calculations in the billing dashboard

Firm Information

Client-Facing Settings

This message appears when a client first opens their vault after your invitation.
Default AI models for new clients
Which models are pre-approved when you invite a client
Claude
ChatGPT
Gemini
Private
Show your photo to clients
Display your profile photo in the client's vault sidebar
Show firm branding
Display your firm name and logo in the client's vault interface
✓