Delgado Law Group · How the integration works
On the left, the story of Rosa's intake (an I-130). On the right, the two chats that happen in parallel: Ana ↔ Claude inside the firm, and the chatbot ↔ Rosa in Clio. Step through it and watch the pieces talk to each other.
The story
No IDs or commands needed. Type it in the Claude chat like you'd tell a colleague; Claude finds the case, analyzes it, and shows you the checklist before messaging anyone.
In plain language, with the client's name and the form.
Claude shows you what it'll request. Add anything missing before it sends.
The chatbot collects in Clio; Claude fills the form. You review the final PDF.