Managed Agents at Previously $0.06 $0.03/minManaged Agents are Previously $0.06 $0.03/min.
Webhook tool

Clio AI receptionist that runs legal intake at any hour

The agent collects intake and conflict-check details, creates the contact and matter in Clio through your service, and transfers urgent cases.

Start buildingRead the docs

Law firm intake agent

Takes new-client calls and creates the matter.

Instructions

Collect the caller's name, number, the other parties' names, practice area and a short description. Do not give legal advice. Create the contact and matter. Transfer court deadlines and detention to the on-call attorney.

Handoff
On-call attorney

Connected tools

  • Create intakeWebhook
  • Transfer to attorneyTransfer

What a Clio AI voice agent can do

Open one to watch a call. The grey lines are the tools the agent calls mid-sentence.

The agent asks the questions on your intake form and stores the answers on the new matter, in the caller's own words.

Tool definitions

Webhook tools go to POST /v1/agents/tools. Transfers are a system tool on the agent. Replace the placeholder values in capitals with your own.

Webhook

Create intake

Creates a contact and matter in Clio.

Show the JSON definition
create_intake
{
  "type": "webhook",
  "name": "create_intake",
  "description": "Creates the caller as a contact and opens a matter with the intake answers.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.your-company.com/clio/intake",
    "method": "POST",
    "request_body_schema": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "Caller's full name."
        },
        "phone": {
          "type": "string",
          "dynamic_variable": "system__caller_id"
        },
        "practice_area": {
          "type": "string",
          "description": "Practice area, such as family law or personal injury."
        },
        "other_parties": {
          "type": "string",
          "description": "Names of other parties, spelled as the caller gave them."
        },
        "summary": {
          "type": "string",
          "description": "The caller's description, in a few sentences."
        }
      },
      "required": [
        "name",
        "practice_area",
        "other_parties",
        "summary"
      ]
    },
    "authentication": {
      "mode": "bearer",
      "token": {
        "type": "secret",
        "secret_value": "YOUR_SERVICE_TOKEN"
      }
    }
  }
}

Transfer

Transfer to attorney

Cold transfer to the on-call attorney.

Show the JSON definition
transfer_to_attorney
{
  "config": {
    "system_tools": {
      "transfer_to_number": {
        "description": null,
        "pre_tool_speech": "auto",
        "transfers": [
          {
            "destination": {
              "type": "phone",
              "phone_number": "+14155550106"
            },
            "condition": "The caller has a court deadline, is in custody, or says it is an emergency."
          }
        ]
      }
    }
  }
}

Set it up

No native connector. Clio has a documented API with OAuth, so the webhook tool calls a service of yours that holds the OAuth tokens. Vendor details read in October 2026.

  1. Register an app with Clio

    Clio's developer portal issues the OAuth client details. Follow its authorization flow for the firm's account.

  2. Run the intake service

    It stores and refreshes the tokens and maps the agent's fields to a Clio contact and matter.

  3. Add the tools

    Configure the intake webhook and the attorney transfer.

  4. Review with a partner

    Have an attorney read test calls and sign off on what the agent says.

Documentation

Before you build

No legal advice

State it in the instructions, and make the agent say it plainly when asked. A person gives advice.

Your ethics rules apply

Check recording consent and client-confidentiality rules in your jurisdiction with your bar's guidance.

Use cases for teams on Clio

Customer support

Resolve support calls on the first try, refund and credit within your rules, and keep customers who call to cancel.

See the use case

Appointment scheduling

Book, reschedule and confirm appointments on your calendar, 24/7.

See the use case

More integrations

All integrations
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MyCase

Take first-contact legal calls and create a MyCase lead and call log entry, through a service that holds the firm's OAuth tokens.

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HubSpot

Webhook tools for HubSpot's CRM API: search contacts, create contacts and log what happened on the call.

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Webhook tool

Salesforce

A voice agent that reads and writes Salesforce leads and cases through webhook tools pointed at a service holding your OAuth session.

  • Managed Agents
See the integration

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

Clio AI voice agent FAQs

Can an AI receptionist do client intake into Clio?

Yes. A Cartesia agent asks your intake questions, then a webhook tool calls a service of yours that holds Clio's OAuth tokens and creates the contact and matter in Clio. The caller's answers go on the matter in their own words. There is no native Clio connector.

Which AI receptionists work with Clio?

Clio's App Directory lists third-party receptionists, such as Clerx AI and Upfirst, that log calls and leads into Clio. A Cartesia agent is the build-your-own option: you write the intake questions, choose the voice and model, and your service decides what lands in Clio.

Can the agent run a conflict check?

It collects the details for one. The agent records adverse parties' names exactly as the caller gives them, so staff can run conflicts in Clio before anyone calls back. It doesn't clear conflicts itself.

Will an AI receptionist give legal advice?

No, if your instructions say so, and this page's do. The agent says plainly that a person gives advice. Check recording consent and client-confidentiality rules in your jurisdiction with your bar's guidance, and have an attorney sign off on test calls.

Can the agent see existing Clio matters?

Only if your service exposes a lookup. For new-client intake it is safer not to, so the agent can't read one client's matter to another caller. Urgent calls about court dates or detention go to the on-call attorney by transfer.

What does a Clio intake agent cost to run?

Agents run at $0.03/min, plus LLM usage and telephony. Your Clio subscription is billed by Clio. Transfers only work on Twilio and SIP trunk calls, so put the number on Twilio or a SIP trunk if the agent hands callers to staff.

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