AI receptionist for law firms using Clio
Connect Nicecall™ with Clio to give your law firm an AI receptionist that can answer calls, capture new-client intake, identify existing clients, access authorized matter context, create follow-up tasks, and route important calls to your team.
Your law firm can't afford to miss the right call
Nicecall™ can answer calls from prospective clients, existing clients, courts, vendors, referral sources, and outside professionals, determine why they are calling, collect appropriate information, and route or record the request according to the firm's workflow.
- Answer immediately when staff are unavailable or handling another call
- Distinguish new-client intake from existing-client routing
- Use only necessary, authorized Clio context
- Create an appropriate task or transfer the call through configured Nicecall routing
- Escalate legal questions to qualified staff rather than providing legal advice
Turn new calls into structured legal intake
A configured workflow can collect the firm's required intake information, find or create the appropriate record, and route or schedule the next step according to firm policy.
- Collect name, phone, email, general matter type, location, and a brief reason for calling
- Capture opposing-party names only where the firm's intake process requires them
- Never say the firm represents the caller or has accepted the case
- Never provide legal advice or guarantee a legal outcome
- Creating a Clio Contact does not establish an attorney-client relationship
Capture the information your team needs for conflict review
Nicecall™ can collect configured names, companies, involved parties, and relationships that the firm may use in its normal conflict-review process.
- Collect prospective-client and other involved-party names
- Record relevant companies and relationships where configured
- Route the information to the firm's established review process
- Do not claim Nicecall performs or clears a legal conflict check
- Never tell a caller that no conflict exists without a separate verified firm workflow
Know when an existing client is calling
After gathering and verifying identifying information, an authorized tool can search Clio for the appropriate Contact or Matter and use only the context needed for routing or intake.
- Do not rely on caller ID alone to reveal client or Matter information
- Respect Clio user permissions, Contact visibility rules, and redacted records
- Avoid exposing strategy, privileged communications, financial details, documents, or sensitive case information
- Transfer the call or create a follow-up task according to firm policy
Route calls with Clio context
When an appropriate Matter is identified and the caller is suitably verified, Nicecall™ can retrieve authorized responsible-attorney or staff context and apply configured Nicecall transfer rules.
- Treat Matters as the central organizing record for legal work in Clio Manage
- Retrieve only necessary Matter fields actually available to the authorized user
- Use Nicecall for phone routing; do not present transfer as a Clio capability
- Create a task when the appropriate team member cannot take the call
New clients don't only call from 9 to 5
Nicecall™ can answer while staff are in court, in meetings, speaking with clients, away from the desk, closed for the evening, or handling another call.
- Collect configured new-client intake information
- Take an appropriate message for an existing-client request
- Create or update an authorized record through a configured workflow
- Trigger the firm's selected follow-up process
- Do not promise immediate attorney response unless that service level is explicitly configured
Move qualified consultation requests to the next step
Nicecall™ can schedule consultations through a separately configured scheduling or calendar integration. Supported Clio Calendar operations may also participate when specifically configured and authorized.
- Check actual availability through the configured scheduling source
- Never invent calendar availability
- Create supported Calendar entries only with appropriate authorization
- Send confirmations or reminders through deliberate workflows
Using Clio Grow for intake?
Clio Grow provides legal client-intake functionality, but Clio Manage and Clio Platform or Clio Grow use separate developer architectures. Nicecall™ workflows should connect to the product where the firm manages the relevant records.
- Focus Clio Manage access on Contacts, Matters, Tasks, and practice-management records
- Use the appropriate Clio Grow architecture for Grow-based intake workflows
- Do not assume Clio Manage authorization grants Clio Grow access
- Multi-product integrations may require separate applications and OAuth authorization
Turn Clio changes into automated follow-up
Clio can push near-real-time notifications for supported model and event subscriptions to an HTTPS callback. Workflows must be intentionally configured and should not contact clients for every record change.
- Subscribe only to models in Clio's current Supported Models list
- Use created, updated, or deleted event types rather than invented event names
- Complete the endpoint verification handshake and verify HMAC-SHA256 signatures
- Request the relevant model scope and webhooks scope
- Renew subscriptions before expiration; Clio documents a 3-day default and 31-day maximum lifespan
Connect Nicecall with Clio
Clio uses OAuth 2.0. A user authorizes the application and grants requested read or write scopes, while the user's own visibility permissions continue to control which data is available.
- Request only the permissions required by the configured workflow
- Treat redacted or inaccessible associated records as unavailable
- Use the correct API and OAuth instance for United States, Canada, Europe or EMEA, or Australia accounts
- Do not assume every Clio customer uses the US endpoints
- Do not expose credentials or imply every API operation is automatically available
Built for carefully controlled client workflows
Legal client information can be highly sensitive. Nicecall™ and Clio workflows should minimize access and disclosure, verify callers, and follow the firm's configured intake and confidentiality procedures.
- Retrieve only information required for the conversation
- Verify callers before revealing private Matter information
- Respect Clio visibility restrictions and avoid unnecessary sensitive details
- Escalate legal questions to human staff
- Do not claim the integration automatically satisfies legal, ethical, or privacy requirements
Explore connected call workflows
Clio Manage API actions you can configure
Use authorized Clio Manage API access and configured custom tools to work with supported Contacts, Matters, Tasks, Calendar entries, Communications, Notes, Activities, Custom fields, and other permitted practice-management resources.
Clio model and event subscriptions that can start workflows
Clio webhooks subscribe to supported models and created, updated, or deleted event types. Verify each model against Clio's current Supported Models list before implementation, and configure only deliberate workflows—not automatic calls for every record change.
Common questions about the Clio integration
Give your law firm an AI receptionist that works with Clio
Connect Nicecall™ with Clio to answer more calls, capture new-client intake, route existing clients, create follow-up workflows, and keep your team focused on legal work.