Clio - Canada Strawberry

Someone still has to update matter. It does not have to be you

A companion works the 3 operations your Clio - Canada account exposes. It can update a matter and create a new task, and every one of those waits on an approval card showing the matter before it changes.

Open the matter. Check it against something else. Write the change. Move to the next one. That is the Clio - Canada afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a matter until you approve it.

What it can do is exactly what Clio - Canada exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can update a matter, create a new task and create a new matter, and work across the matters, new matters and new tasks.

The Clio - Canada API stops at Clio - Canada. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.

Which Clio - Canada matters does a companion see?

In the tab.

Clio - Canada exposes no read operation to a connected account, so a companion opens Clio - Canada in the session you are already signed into and reads the screens you would.

The matters are what most of this inventory is about, alongside the new matters. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Clio - Canada admin becomes a queue you review.

Can it change a matter without asking?

All 3 write operations wait for you.

A companion can update a matter, create a new task and create a new matter, and each one is staged on an approval card first: you see the matter, the field and the new value before it lands in Clio - Canada.

Nothing in Clio - Canada is sent, changed or deleted on your behalf without that click, and a rejected card leaves the matter exactly as it was. The gate is the same one on every surface, described at security.

  • Update Matter
  • Create New Task
  • Create New Matter

Can the matters pass run every Monday?

Yes.

Saved as a routine, the Clio - Canada matters pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.

The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Clio - Canada matters sweep among them, and finished runs are published at real runs.

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Frequently asked questions

Yes. Connect your Clio - Canada account and a companion works 3 operations in it, with every change staged for your approval. You authorise the connection yourself and the credential is held encrypted where Strawberry never receives it.

Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents

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