AgentZap + Clio
The leading legal practice management integration. Automate client intake, schedule consultations, and keep your matters organized with AI-powered call handling.
Powerful Clio Integration Features
Everything you need to automate your law firm's client communications and practice management.
Automated Client Intake
Capture new client information during calls and automatically create contacts and matters in Clio. Never lose a potential client to missed calls.
Matter Linking
Link all call activities, notes, and recordings directly to the relevant matter in Clio for complete case documentation and billing accuracy.
Consultation Scheduling
Book consultations directly into your Clio calendar with conflict checking. Sync attorney availability in real-time.
Legal Lead Qualification
AI-powered screening qualifies potential clients based on practice area, urgency, and case type before scheduling consultations.
Call Summaries to Cases
Detailed call summaries, transcripts, and action items are automatically added to the appropriate matter in Clio.
Conflict Check Support
Capture opposing party information during intake calls to support your conflict checking process.
What Syncs Between AgentZap & Clio
Seamless two-way data synchronization keeps your practice running smoothly.
Contacts
- Contact name & details
- Phone numbers & email
- Company/organization
- Contact type classification
- Custom field data
Matters
- Matter name & number
- Practice area
- Responsible attorney
- Matter status
- Related contacts
Activities
- Call recordings
- Call transcripts
- Meeting notes
- Time entries
- Task assignments
How It Works
Get started with the Clio integration in minutes.
Connect Clio
Authorize AgentZap to access your Clio account with secure OAuth authentication.
Configure Workflows
Set up intake rules, matter assignment logic, and calendar sync preferences.
Map Practice Areas
Configure how different case types are handled and routed to appropriate attorneys.
Go Live
Start receiving calls with automatic Clio integration for intake and scheduling.
Ready to Transform Your Law Firm?
Join thousands of law firms using AgentZap with Clio to automate client intake and never miss another opportunity.