wyre-ai/msp-claude-plugins/contacts

Clio Contacts

Overview

A contact in Clio is a person or a company. Contacts exist independently of any single matter — the same contact can be the client on one matter, opposing counsel on another, and a witness on a third. Tools: clio_contacts_list, clio_contacts_get, clio_contacts_create, clio_contacts_update. Navigate into the contacts domain first.

No delete tool exists for contacts — same rule as everywhere else in this integration (see api-patterns). A contact that's no longer relevant doesn't get removed through this integration.

Anti-triggers

• An MSP client, its billing entity, or a service-desk contact — every

other plugin here says "contact", "client", and "company" too, and none of them mean a party to a legal matter. Use autotask-crm, connectwise-psa-contacts, halopsa-clients, hubspot-contacts, or qbo-customers.

• Everyone connected to a case — a contact is a party record, not the

case file. The relationship (client, opposing party, witness) is carried on the matter; use clio-matters to resolve the matter first.

• Removing someone's data on request — no delete tool exists here, and

legal retention obligations are exactly why. That request goes to the firm, in Clio, with a human deciding.

People vs. Company Contacts

Clio contacts come in two shapes:

When creating a contact, get the type right up front — person vs. company determines which fields are meaningful (a company doesn't have a first/last name; a person isn't "incorporated"). If a user describes an entity ambiguously ("Acme" could be a company or could be shorthand for a person at Acme), ask rather than guess, especially before creating a new contact — search first (see below).

Contact ↔ Matter Relationships

A contact's relationship to a given matter is contextual, not a fixed property of the contact itself. The same contact record might be:

• Client — the party the firm represents on the matter (every matter

has exactly one client contact — see the matters skill)

• Opposing party — the other side in the matter
• Witness — someone with relevant testimony or evidence, not a party
• Other matter-specific roles the firm tracks (co-counsel, expert,

guardian ad litem, etc.), depending on how the firm uses Clio

Don't assume a contact's role from one matter carries over to another — the same person can be a client on one file and a witness on an unrelated file. When summarizing "who's involved" in a matter, resolve the relationship per-matter rather than trusting a contact's role from a different context.

Searching Before Creating

Law firms accumulate large contact lists with overlapping names (multiple "John Smith"s across different matters is normal, not a data quality problem). Before calling clio_contacts_create:

1. Search existing contacts (clio_contacts_list with a name/company

filter) — check email address and company affiliation, not just name, to disambiguate.

1. If there's a plausible existing match, confirm with the user rather

than silently reusing it or silently creating a duplicate — both are real failure modes in a system where contacts persist across many matters and years.

1. Only create a new contact once you're confident it doesn't already

exist.

Creating and Updating Contacts

• Person: first name, last name are the minimum meaningful fields;

email/phone are commonly expected for anyone who'll be communicated with directly.

• Company: the organization name is the minimum; consider whether the

firm also wants a primary person contact linked at the company for day-to-day communication.

• Updates (clio_contacts_update) are scoped to a single contact ID —

send only the fields actually changing.

Contact data is comparatively low-sensitivity relative to matter content (communications, documents), but it's still client PII — don't populate fields with guesses, and don't merge/overwrite existing contact data without the user's explicit intent.

Related Skills

• Clio API Patterns — connection, navigation, scope limits
• Clio Matters — the matter a contact is linked to, and the client relationship
• Clio Time & Billing — activities and bills, which reference the matter, not the contact directly