Proposal Generation on Autopilot for Clio - US Users
Arahi AI automates Proposal Generation across Clio - US, cutting repetitive work so your team can focus on higher-value tasks.
Proposal v1 drafted. Cover email queued:
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Your Clio - US Account
Authorize Clio - US via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Clio - US.
Launch & Track Revenue Impact
Your AI agent starts working inside Clio - US. Track leads processed, deals influenced, and time saved on your dashboard.
Northwave · Arahi proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @Clio - US for the Northwave deal — pull scope
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. You can create parallel proposal generation workflows that respond to different Clio - US events or conditions. For example, one proposal generation flow for new Clio - US records and another for updated ones — each with independent rules and actions.
Yes. You can run proposal generation workflows in test mode using sample Clio - US data before activating on live records. This lets you verify every proposal generation rule works correctly with your Clio - US setup before processing real data.
All data exchanged between Clio - US and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Clio - US access, never store raw credentials, and maintain full audit logs of every proposal generation action.
When the AI hits an edge case during proposal generation processing in Clio - US, it escalates to your team with full context — the Clio - US record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
The proposal generation agent scales automatically as your Clio - US activity grows. Whether you process 10 or 10,000 proposal generation tasks per day from Clio - US, the AI handles the volume without slowdowns or additional configuration.
Yes. You define exactly which Clio - US events start proposal generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so proposal generation actions only fire when your specific criteria are met in Clio - US.
Most users connect Clio - US and launch their first proposal generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure proposal generation-specific rules through a visual no-code builder.
The Clio - US integration automates end-to-end proposal generation — including data capture from Clio - US, validation, routing, follow-up actions, and status updates. Every proposal generation step that touches Clio - US can be handled by the AI agent.
Arahi AI connects to Clio - US via one-click OAuth, then runs proposal generation workflows that read and write Clio - US data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Clio - US record without developer involvement.
Clio - US holds the data; AI supplies the judgment and throughput. Together they turn proposal generation from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Clio - US-adjacent work that genuinely needs human attention.
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