Clio appears in Settings under “Your job software” for law firms. It works with Clio accounts at app.clio.com (Clio's US service).
How to connect
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your job software”, then Clio, and tap “Connect Clio”.
- Sign in to Clio and allow access.
- You come back to Settings with “Clio connected”.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
What gets sent
- The contact: found by phone number (or email), or added.
- A note called “AI receptionist intake: (their name)” with: phone call or website chat, when and how long; the caller's details; the outcome; the lead score and mood; the summary; their answers to your intake questions; and any consultations booked or requested.
- The note ends with “Added automatically by your AI receptionist. Check the details before relying on them.”
What isn't sent
- Calls and chats with no phone number or email.
- Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to Clio any more. Nothing already in Clio is deleted.