cleo Foundation AI

Foundation AI and Clio Integration Onboarding instructions

The Foundation AI solution integrates with Clio Manage and automatically identifies, classifies, and routes all your inbound documents, emails, and attachments to the right matter, people, and place -- right away.
Cleo AI-Powered Document Intake
Foundation AI Cleo
With the Foundation AI/Clio integration, you can fully integrate your document intake, automatically match each document, email, and attachment to the correct matter, consistently categorize, organize, and save documents to your matter folders, identify urgent and time-sensitive documents, and extract critical data from incoming documents to automate downstream workflows.

Set up the Foundation AI Platform in Clio

Once you’ve established an account with Foundation AI, setting up the Clio integration is a simple process.
  • 1

    Visit Foundation AI here and fill out the Contact form. One of our Account Executives will reach out to you to set up a demonstration of the Foundation AI platform.

  • 2

    Following the demonstration, Foundation AI will initiate a project scope discussion and schedule one or two subsequent 30-minute calls to gather business requirements.

  • 3

    Foundation AI will prepare an SOW for the mutually agreed business requirements for signature.

  • 4

    Once the SOW and contract have been executed, Foundation AI will set up an account in our Platform with your administrator’s Clio account email address.

  • 5

    At this stage, you can integrate with Foundation AI from the Clio app portal with a single click on the Allow Access button.

    cleo onboard allowaccess

How to Access the Foundation AI Platform

Once you have integrated your Clio account with the Foundation AI Platform, you can access our platform directly by going to the URL - http://extract.foundationai.com/, where you can enter your Foundation AI-provided account details to log into the platform or perform the below steps from Clio.
  • 1

    Go to App Integrations in Clio.

  • 2

    Click on My Integrations to find the integrated Foundation AI Platform.

  • 3

    Click on the Open app that opens a confirmation window.

    Open app fai
  • 4

    Click on the Open app again, which takes you to the Foundation AI Platform login page - http://extract.foundationai.com/

    Foundation AI Platform
  • 5

    Here, you can click on Clio’s Single Sign On button or enter your Foundation AI-provided account credentials to log into the platform.

    Foundation AI-provided account
  • 6

    Once you've established the connection, please reach out to our customer success team at support@foundationai.com to finish the set up and initiate training.

If you have any questions or need further assistance, please contact us at:

support@foundationai.com, we’ll be happy to help get you started.

FoundationAI
19800 MacArthur Boulevard, Suite 300, Irvine, CA 92612
Artificial Intelligence - Extract
(310) 294-8955
AICPA SOC - Foundation AI
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