Delta works inside Clio.
Delta reads and updates your Clio matters, contacts, activities and tasks, and files email to the right matter.
Connected at firms today
What Delta does in Clio.
Reads
- Matters and their status
- Contacts and related parties
- Activities and time entries
- Tasks and calendar entries
- Documents on a matter
Updates
- Files emails to the right matter
- Creates tasks
- Adds notes to a matter
Ask it things like.
- File every email from the Garcia thread in Gmail to his Clio matter.
- Which open matters have had no activity logged this month?
- Create a task on the Martinez matter to request the updated medical records.
Connect Clio in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Clio’s sign-in.
Checking ClioReading your cases
Clio questions.
Does CaseDelta work with Clio?
Yes. You sign in once on Clio's own sign-in page. Delta reads and updates your Clio matters, contacts, activities and tasks, and files email to the right matter.
Does it need Clio's API?
No setup is needed on your side. You sign in once with your Clio account, and Delta works with Clio from there.
Can Delta update Clio, or only read it?
Both. In Clio, Delta files emails to the right matter, creates tasks and adds notes to a matter.
Is my Clio data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting Clio cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect Clio?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.