AI Agent for Clio

How It Works

Get your Clio AI Agent up and running in minutes.

1

Log into the Client Portal and assign Clio to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling law firm calls — looking up clients, providing matter updates, and conducting new client intake around the clock.

Key Features

Everything your AI needs to handle Clio inquiries like a pro.

Contact Lookup

Your AI searches Clio contacts by phone, email, or name and pulls up the full profile — associated matters, billing status, responsible attorney, and contact history.

Matter Status

Clients calling about their case get real-time updates from Clio — matter status, next court date, pending tasks, and the assigned attorney — without waiting on hold.

Lead Intake

Potential clients calling your firm go through a structured intake process. Your AI captures case details, conflict checks basic info, and creates a new matter or lead in Clio.

Case Information

Your AI accesses matter details — practice area, statute of limitations dates, key deadlines, and related contacts — to provide informed, accurate responses to client inquiries.

Get Started ▶ Hear a real call

AI Agent for Clio Example Prompts

Copy and paste these prompts into your Clio AI Agent prompt box to get started quickly.

Example 1 — Case Status Inquiry:
"When a client calls asking about their case, verify their identity first, then look up their matter in Clio. Provide a general status update — such as documents filed, awaiting court date, or pending response from opposing counsel. For specific legal questions, offer to have their attorney call them back."

Example 2 — New Client Intake:
"If someone calls needing legal help, ask about the type of issue — family law, personal injury, business dispute, etc. Collect their name, phone, email, and a brief description of their situation. Create a new contact in Clio and schedule a consultation with an available attorney."

Example 3 — Document Request:
"When a client calls requesting documents from their case file, note which documents they need and check Clio for the matter details. Let them know we will have their attorney review and send the requested documents within one to two business days."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Clio handles a real conversation.

Caller

Hi, I'm a client of the firm. I wanted to check on the status of my injury case.

AI Agent

I'd be happy to check. Can I get your name?

Caller

Robert Jensen.

AI Agent

Hi Robert. I have your personal injury matter here — Jensen v. Metro Transit, with attorney Sandra Wells. The case is currently in the discovery phase. Sandra filed the interrogatories last Friday and the response deadline is April 14th. Would you like me to have Sandra call you with a more detailed update, or was there a specific question?

Caller

That's really helpful. Can she call me tomorrow?

AI Agent

Absolutely. I'll leave a message for Sandra to call you tomorrow at this number. I've noted it on your matter in Clio. Is there a preferred time?

Frequently Asked Questions

Is the integration compliant with legal ethics rules?

Yes. The integration is designed with attorney-client privilege in mind. Your AI only shares case information with authenticated contacts associated with the matter in Clio.

Can it perform conflict checks?

Your AI can search Clio contacts during intake to flag potential conflicts — matching names, companies, and opposing parties against your existing matters.

Does it work with Clio Grow?

Yes. The integration connects to both Clio Manage and Clio Grow. New leads captured by your AI can be routed directly to your Clio Grow intake pipeline.

Can it handle billing inquiries?

Your AI can check outstanding invoice amounts, last payment received, and trust account balances in Clio to answer client billing questions during calls.

Does it support Clio's practice areas?

Yes. Your AI is aware of practice areas configured in Clio and routes intake calls to the appropriate attorney or practice group based on the caller's needs.