Clio Manage connects from Settings, then Connections, with a normal Clio sign-in. The connection is per person: Binee reads Clio with your own Clio user's permissions, enforced by Clio itself, so you see what your Clio role allows and nothing more. A matter your role cannot open stays restricted in Binee too.
Connecting
In Settings, then Connections, press Connect on the Clio Manage card.
Choose the region your firm's Clio account lives in: United States, Canada, Europe or Australia. The regions are separate Clio systems, so pick the one you sign in to.
Sign in to Clio and approve Binee. You land back in Binee with the card showing Connected.
You can connect more than one Clio account, for example your user at two firms. Each account is its own row on the card, with its own status, Rename, Reconnect and Disconnect, and its own settings for what Binee watches. An account is one Clio user at one firm in one region, so connecting the same account again replaces its sign-in instead of adding a duplicate.
If Clio says your authorization was revoked or expired, the card shows Reconnect needed: press Reconnect and sign in again. Binee only treats a connection as dead when Clio itself rejects it, never because a request was slow or busy.
What Binee can do with Clio Manage
In the Binee Assistant, in plain language:
Look up matters, clients and contacts, tasks and their deadlines, calendar entries including court dates, bills (including what is unpaid or overdue and the open balance), and logged time and expenses.
Add things, always behind a confirmation card that shows exactly what will be written: a task, a calendar entry on your own Clio calendar, a note on a matter or contact, and a time entry (the card states the hours and whether it is billable).
Change one existing task: mark it complete, reopen it, or move its due date. Binee changes nothing else about the task and never deletes anything in Clio.
Combine Clio with your other tools. Example: ask "which clients with an unpaid bill in Clio emailed me this week?" and Binee checks Clio and your email together.
Clio in Home, Inbox and All Work
Your open Clio tasks and the entries on your own Clio calendar (court dates included) appear in Home, Inbox and All Work next to your email, meetings and tasks from other tools. Example: a hearing next Tuesday sits beside the task that prepares the filing and the email from the client asking about the date, so one look shows everything that leads up to it.
A task appears when it is assigned to you and not complete. Overdue tasks are urgent, a task due soon is flagged as such, and a high-priority task is urgent. A task you complete in Clio leaves your active list on its own.
Court dates are urgent when they are within 7 days. Other calendar entries appear for the next 14 days by default.
Binee never adds a client's name to a title. A title is the task's own name as written in Clio plus the matter number, for example "Draft the motion (matter 45)", and a matter your role cannot see reads "(matter restricted)". If your firm writes client names into task names or calendar entry titles, they show as written, because Binee shows your own words, and Clio's own court-rule calendar entries can carry a case name in their summary for the same reason. Binee also removes the matter's display number from a title if someone typed it there, since Clio builds that number from the client's name. The client's name and the matter's description appear only inside the open item, where they are read live with your own connection.
Clio does not tell Binee whether you accepted a calendar entry, so Clio entries have no "unanswered" state.
Choosing what counts as your work
In Settings, then Connections, press Manage on the Clio Manage card and open What Binee watches ("What Binee watches from this connection"). Each account has its own settings:
Tasks assigned to you, overdue tasks, and tasks due soon (with how many days "soon" means: 3, 7, 14 or 30).
Court dates, and other calendar entries (with how far ahead: 7, 14 or 30 days).
Which matters count: any matter you can see, only matters you are the responsible attorney for, or matters you are responsible for or originated. A task or entry with no matter appears only under any matter you can see.
Whether private tasks you are allowed to see are included.
Practice areas. Press Choose practice areas to open a searchable list of your firm's practice areas by name, tick the ones you want (up to 50) and see them as chips above the list. With none chosen, matters in every practice area count; once you choose any, only tasks and calendar entries on matters in those practice areas count, and a task or entry with no matter is left out. The list is read from Clio only when you open it, with your own connection, and a practice area you chose that has since been deleted shows as "not found" until you remove it. If Clio does not let your role read the list, the window says so; it never shows an empty list as if your firm had none. Example: choose Family law, and the filing task on a custody matter sits next to the email where the client asks when it will be ready, while tasks on the firm's other practice areas stay out of your lists.
Working on a Clio item
Open a task and the item pane shows its status, due date and assignee, the matter, and the description, with the Binee Insight. The actions are Mark complete (or Reopen when the task is complete), Change due date, and Add a note. Example: from an overdue filing task you choose Change due date, pick Thursday, and the task shows Thursday in Clio.
A note is added to the task's matter in Clio. Binee cannot take a note back; delete it in Clio if you need to. A task with no matter, or a matter your role cannot open, has no Add a note.
Binee offers no Undo for Mark complete, Reopen, Change due date or Add a note. To take one back, change the task in Clio (reopen it, or set the date again). The item's Activity tab lists what you changed from Binee.
If the task changed in Clio a moment before your click, Binee tells you nothing was changed and asks you to open it again, so it never overwrites a newer edit.
Calendar entries and court dates open for reading. Binee does not decline or move a hearing, because court rules and attendee notices make that a decision for you in Clio. Logging time and creating follow-up tasks are done in the Binee Assistant.
Binee never deletes a task, entry or matter.
How fresh the list is
Binee asks Clio to announce changes to your tasks, calendar entries and matters, so most changes arrive within moments. As a safety net Binee also checks Clio about every 15 minutes, so a missed announcement is caught on the next check. Settings, Connections and the status line in All Work show how the announcements are doing for each account, measured and never guessed: "Live updates: healthy" means an announcement arrived lately, "waiting" means none has arrived lately (normal for a quiet account), and "stale" means Binee found a change Clio did not announce, so for now your lists rely on the 15-minute check. Clio limits how many requests one sign-in can make each minute and Binee shares that limit with your live questions: if Binee is near the limit it pauses a sync and picks up again on the next run, and the lists show their last known state meanwhile.
Privacy
Binee keeps only a short record per item in your lists: its title, dates, status and link. The matter's description, the client's name and the task's text are read with your own connection and, so the item opens quickly, kept in an encrypted working copy. Clio tells Binee when a record changes, so the copy is refreshed then, when you open the item, and on a slow safety schedule of about a week; a finished item is no longer refreshed, and a copy that goes about nine days at most without a check is deleted. When you disconnect an account, Binee deletes its list items, its saved links between items, and the change notifications it had asked Clio to send.