AI Receptionist for Clio: Legal Intake That Lands in Clio

Yes. Clio offers documented APIs for both Clio Grow, its intake product, and Clio Manage, its practice management product. An AI receptionist can send new callers to the Clio Grow lead inbox and, where your workflow allows, create contacts, calendar entries, and notes in Clio Manage.

What the AI receptionist does in Clio

Intake calls should reach your intake team as clean, conflict-ready records rather than phone messages.

  • Collects the caller's name and the other parties first, for conflict checks
  • Asks your practice-area screening questions
  • Sends the new lead to the Clio Grow inbox with a summary
  • Books consultations into attorney calendars where you allow it
  • Routes existing clients to their attorney or paralegal

How the connection works

Clio's APIs use OAuth 2.0 through a developer application registered in Clio's developer portal. Clio Grow also has a lead inbox endpoint that accepts new leads, which is how many intake tools send leads to Grow.

  • Clio Grow: new leads arrive in the lead inbox for your intake team
  • Clio Manage: contacts, matters, calendar entries, tasks, and notes
  • Webhooks can notify the receptionist when records change
  • Your firm authorizes the connection and can revoke it

Confidentiality comes first

Information from prospective clients is confidential even when the firm does not take the case, so the integration collects only what intake needs.

  • Conflict details before the story of the case
  • No legal advice and no predictions about outcomes
  • Encrypted recordings and transcripts with limited access
  • Vendor terms that bar training on your data

A typical call

A caller was hurt in a car accident last week. The receptionist takes her name and the other driver's name first, then asks about injuries, treatment, and when the accident happened.

  • Conflict details captured before case facts
  • Lead created in the Clio Grow inbox with the practice area
  • Consultation offered from the attorney's open times
  • Urgent deadlines flagged to an attorney the same day

Limits to plan for

Legal intake has rules a generic receptionist does not know.

  • Whether to create matters automatically is a firm decision; most start with leads
  • Practice areas with crisis calls, such as criminal or family law, need transfer rules
  • Outbound follow-up should go only to people who contacted the firm
  • State bar rules apply to advertising and solicitation

Setup steps

A Clio integration is usually live in three to six weeks.

  • Write conflict-first intake questions for each practice area
  • Register the developer application and authorize it for your firm
  • Test lead creation in Clio Grow and calendar booking in Clio Manage
  • Launch on after-hours and overflow calls, then review transcripts weekly

Frequently asked questions

Does Clio have an API?

Yes. Clio documents APIs for Clio Manage and Clio Grow, using OAuth 2.0 developer applications.

Where do AI intake leads go in Clio?

Usually to the Clio Grow lead inbox, so your intake team reviews them with the rest of your leads. Firms without Grow can use contacts and notes in Clio Manage.

Can the AI receptionist book consultations?

Yes, when calendar access is set up. It offers open times from the attorney's calendar and creates the calendar entry.

Is it safe for confidential intake?

It is built to collect only what intake needs, with conflict details first, encrypted storage, and limited access. We review the setup with you.

Can it handle several practice areas?

Yes. Screening questions and routing change by practice area, from personal injury to immigration.

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