Integration

Automate Legal Intake and Reception in Clio with AI

Manage your intake more efficiently with Reflekt Legal and Clio with confidence

Clio integration details

Reflekt Legal integrates directly with Clio so qualified leads, matter details, and client information flow into your workspace automatically.

Your intake team no longer needs to re-enter data or chase down missing information. Every conversation your AI Legal Receptionist handles is logged, structured, and pushed into Clio in real time.

Reflekt Legal + Clio

Key features

How Legal Receptionist works with Clio

Some of the actions that our AI legal receptionist can do in Clio.

Create new contacts

Your AI Legal Receptionist can create new contacts in Clio and categorize them based on their conversation, case type, and intake responses.

Update existing contact info

Your AI Legal Receptionist can update contact details in Clio in real time, without any manual effort.

Add tasks

Your AI Legal Receptionist can create follow-up tasks in Clio automatically based on intake outcomes, so your team never misses the next step.

Upload documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in Clio.

Update statuses

Your AI Legal Receptionist can update lead and matter statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look up matters

Your AI Legal Receptionist can search existing matters in Clio during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your CRM & practice management system. No extra tools to manage, no duplicate workflows. Everything stays in Clio where your team already works.

Get started

Get started with AI intake in Clio

Go live in days, not months. Here is how simple the process is.

Step 01
Jump on a call with our team
Step 02
We analyze your Clio set up and workflows
Step 03
In 1–2 days your AI is trained on your Clio
Step 04
You can test internally
Step 05
Turn the AI on and let your intake operations take off

How Reflekt Legal works with Clio

Clio runs your practice. Reflekt Legal handles the intake and reception that feed it, so every caller lands in Clio with the details your team needs.

AI answers and qualifies
Callers reach your AI legal receptionist 24/7, including after hours, weekends and when your team is in court.
Structured data capture
The AI asks your intake questions and captures the answers in the fields your Clio setup uses.
Syncs to Clio
New contacts, call summaries and follow-up tasks appear in Clio automatically, with no manual data entry.
Your team takes the next step
Qualified callers can be transferred live, booked for a consultation or queued for a callback, depending on your rules.

Clio workflows by practice area

The integration works for solo practitioners, small firms and larger teams on Clio. Intake questions are tailored to each practice area you handle.

Personal injury

PI intake questions are asked on the first call and saved to the Clio contact.

Incident date and injury type
Treatment status
Possible conflicts flagged for review

Family law

Sensitive family matters are captured calmly and routed to the right attorney.

Custody and support details
Urgent matters escalated
Consultations booked during the call

Criminal defense

Callers are screened and urgent matters reach an attorney quickly.

Charge and court date captured
Existing clients recognized
Urgent calls transferred live

Immigration

Multilingual intake gathers case details in the caller’s own language.

Case type screening
Documents the caller already has
Deadlines noted in the summary

FAQ

Clio integration questions, answered

Does Reflekt Legal work with Clio Manage and Clio Grow?

Yes. The Clio integration syncs contacts, tasks and call summaries into Clio, and a dedicated Clio Grow integration syncs leads into your Clio Grow pipeline.

How long does it take to set up the Clio integration?

Setup starts with a call with our team. We review your Clio setup and workflows, train your AI receptionist on them in 1 to 2 days, and you test internally before going live.

Can I choose which data Reflekt Legal sends to Clio?

Yes. We map the intake answers to your Clio fields so only the information you want reaches Clio, in the format your team already uses.

What happens to a call after the AI qualifies it?

You decide. The AI can transfer the call live to your team, book a consultation, or log the call in Clio with a follow-up task for a callback.

Does Reflekt Legal answer calls after hours?

Yes. Your AI receptionist answers 24/7, so after-hours and weekend callers are captured in Clio the same way as daytime calls.

Related integrations and features

Want an AI Legal Receptionist that works with Clio?

Schedule a call