Clio + 365agents: law firm intake calls into Clio matters and contacts

365agents connects natively to Clio via OAuth. Every intake call creates or updates a Clio contact, opens a draft matter with the captured qualification, attaches the transcript, and triggers the right workflow.

Written By Catherine Weir

Last updated 4 days ago

365agents connects natively to Clio via OAuth. Every intake call your AI handles creates or updates a Clio Contact, opens a draft Matter with the captured qualification info (practice area, jurisdiction, SOL-relevant dates, fee structure discussion), attaches the full transcript, and triggers the appropriate Clio workflow for your intake process.

For law firms running on Clio, this turns inbound intake from a scramble into a structured, compliant, reviewable workflow.

What this makes possible

  • Contact creation from calls — prospective clients become Clio Contacts with captured info

  • Matter creation — draft Matters opened with practice area and qualification data

  • Custom field population — SOL dates, incident dates, insurance info, referring sources all written to Clio custom fields

  • Attorney assignment — based on practice area, jurisdiction, and availability

  • Intake document automation — Clio's document automation triggers with caller-specific data

  • Consultation scheduling — the AI books on the right attorney's Clio calendar

  • Clio Grow sync — for teams using Clio Grow, intake data flows through the full intake pipeline

How a real call flows

  1. Caller inquires about a personal injury matter

  2. AI qualifies: incident date, jurisdiction, injuries, treatment, insurance

  3. Books a free consultation

  4. Clio Contact created; draft PI Matter opened with captured data

  5. SOL flag set based on incident date

  6. Assigned PI attorney gets notified with intake data and transcript link

How to connect

  • Admin dashboard → Integrations → Clio

  • "Connect" with your Clio account (Clio US, Clio EU, Clio CA, or Clio AU — all supported)

  • Authorize Contact, Matter, and Calendar access

  • Map AI intake fields to Clio custom fields

  • Test with a call

Who this is for

  • Law firms running on Clio Manage or Clio Grow

  • Personal injury, family law, criminal defense, immigration, and estate practices with high intake volume

  • Solo attorneys and mid-size firms

Related

Get started

Book a demo — we'll connect Clio and configure your intake fields during onboarding.