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 Rick Garcia

Last updated 15 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.