AI Receptionist for
Clio
Connect Clio to your AI voice and chat receptionist. It verifies existing clients before disclosing anything, books consultations onto the right attorney's Clio calendar, handles new-client intake, and takes a message on every call it can't complete — with case details never read aloud.
How It Works
Get your Clio AI Receptionist up and running in minutes.
Log into the Client Portal and assign Clio to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your receptionist starts handling firm calls — verifying existing clients, booking consultations onto the right attorney's Clio calendar, and taking a message on anything it can't complete, 24/7.
Key Features
Everything your AI needs to handle Clio inquiries like a pro.
Caller verification, fail-closed
Before disclosing anything client-specific, your receptionist matches the caller against your Clio records by phone number — or case number — plus their name. A shared last name alone is never enough. If it can't confirm the caller with certainty, it discloses nothing, takes a message, and emails your office that a caller couldn't be verified. Every failure sounds identical to the caller, so nothing leaks about who is or isn't a client.
Attorney of record — name only
A verified client who asks who's handling their case can be told their attorney's name, and only the name. Matter status, case numbers, deadlines, and phone numbers on file are never even retrieved, so they can't be read aloud by mistake. This capability stays off until you turn it on.
Verified consultation booking
Your receptionist books a consultation onto the right attorney's Clio calendar, offering only times that fall inside your firm's hours and don't collide with existing events on that Clio calendar. You can require a caller to be verified before any time is offered, and every booking is re-checked against the calendar at the moment it's written.
Reschedule and cancel
A verified caller can look up, reschedule, or cancel their own appointment — scoped only to their own matters, never anyone else's. An unverified caller is never shown an appointment, and never by phone number alone.
New-client intake — nothing written to Clio
New callers go through a structured intake: name, phone, email, and a short description of the matter. Your receptionist sends that straight to your reception inbox for a person to handle. It does not write to Clio, and it does not create a Clio contact.
A message on every call — never a dead end
When a caller can't be verified, no time is available, or a request doesn't match a flow, your receptionist takes a name, number, and message and delivers it to your firm inbox. It needs no verification, discloses nothing, and changes nothing — no caller is ever left at a dead end.
AI Receptionist for Clio Example Prompts
Copy and paste these prompts into your Clio AI Receptionist prompt box to get started quickly.
"When a client calls asking about their case, verify their identity first, then confirm in Clio that their matter is active and who their attorney is. Keep it to a general confirmation — never read case details, filings, or specific deadlines aloud. For anything specific, 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."
See It in Action
Here's how your AI Receptionist for Clio handles a real conversation.
Hi, I'm a client of the firm. I wanted to check on my injury case.
I'd be happy to help. First, so I can be sure I'm speaking with the right person — can I get your name and the phone number we have on file?
Robert Jensen, 555-0148.
Thank you, Robert — you're verified. The attorney on your matter is Sandra Wells. I can't go into case details over the phone, but I'd be glad to have Sandra call you back, or book you a time on her calendar. Which would you prefer?
A callback would be great. Can she call me tomorrow?
Of course. I'll pass your request to Sandra and ask her to call you tomorrow at the number we have on file. Is there a time that works best?
You decide what your receptionist can access
Your AI receptionist connects to Clio to help your callers — but you control exactly what it's allowed to look up and what it's allowed to say. Every capability is a switch you turn on or off per firm. Turn them all off and it simply books consultations and takes messages. Turn them on selectively to match your firm's privacy posture.
What it can look up in Clio
- Contact lookup — match an inbound caller to an existing client record so the receptionist knows it's talking to a current client.
- Matter / case lookup — recognize that a caller has an open matter with the firm.
- Appointment booking — book a consultation directly onto the right attorney's Clio calendar.
- Cancel / reschedule — manage an existing appointment a caller already has.
- Log calls to Clio — write a record of the call back to the matter, with no disclosure to the caller.
Turning any capability off removes its tools from the receptionist entirely, on every channel — voice, web chat, and messaging.
What this looks like on a call
Your receptionist only looks something up when a caller actually needs it — to recognize a current client, pull the right attorney's calendar, or note a call back to the matter. It never volunteers what it finds.
Everything it retrieves stays internal unless a capability is switched on and the caller is verified. The lookups give your receptionist the context to be helpful; what it actually says to a caller is governed by the verification and disclosure settings beside this.
What it can confirm to the caller — and how it verifies them first
Before the receptionist discloses anything client-specific, it verifies the caller against your Clio records. You choose how strict that gate is.
- "Tell callers who their attorney is" — a caller who asks who's handling their case can be told their attorney's name, after the receptionist confirms their identity against Clio. It discloses only the attorney's name — never case details, never phone numbers on file. Leave it off if your firm treats attorney assignment as private.
- Identity verification — the receptionist confirms a caller by their name plus a piece of information only the real client would have. If it can't confirm the caller with certainty, it discloses nothing, takes a message, and emails your office that a caller couldn't be verified — so the right person can follow up. A caller who can't be verified never gets information meant for someone else.
- "Ask if the caller is an existing client before booking" — routes a current client straight to booking with their own attorney, while new callers get your consultation path. When a client has more than one matter, the receptionist offers their attorneys by name and lets the caller choose — without ever reading out case details.
- Booking-and-voicemail-only mode — the strictest setting: books appointments and takes voicemails, full stop. No client lookups, no case details, no phone numbers read aloud. One switch for firms that want zero disclosure.
Nothing about your clients leaves Clio unless you've switched it on — and even then, only to a caller the receptionist has verified. Case details are never read aloud to anyone. You set the posture once; it holds across every channel.
How a call flows
From the first hello to a booked consultation — or a message that never dead-ends.
- The caller reaches your receptionist. It asks for their name and the phone number — or case number — you have on file.
- It matches that against your Clio records. When exactly one record matches by name and phone, the caller is verified. If two records share the same name and phone, date of birth breaks the tie.
- Verified, and wants to book — it offers consultation times on the right attorney's Clio calendar, inside your hours and around existing events, and books the one they pick.
- Verified, and asks who's handling their case — it gives the attorney's name, if you've enabled that, and nothing else.
- Can't be verified — it discloses nothing, takes a message with the caller's name, number, and reason, delivers it to your firm inbox, and emails your office that a caller couldn't be verified.
- A brand-new caller goes through intake — name, phone, email, a short description of the matter — which lands in your reception inbox. Nothing is written to Clio.
- Anything the receptionist can't complete ends with a message taken for your firm. No caller is ever left at a dead end.
A law firm runs this in production today: real callers reach the receptionist, pass the verification gate by name and phone, and book consultations straight onto the attorney's Clio calendar — with case details never read aloud.
Built for law firms — see how the AI receptionist fits your practice on our AI receptionist for law firms page.
Frequently Asked Questions
Built for Law Firms
Your AI receptionist handles client and intake calls — looking up matters, capturing new leads, and routing to the right attorney — around the clock.
For your firm
- Capture every lead. New-client calls are qualified and captured 24/7, so potential matters don't go to voicemail or a competitor.
- Free up your team. Routine matter-status calls are answered automatically, keeping staff and attorneys focused on casework.
- Full call records. Every conversation is logged to the matter, so the team always has context.
For your clients
- Reach the firm anytime. Calls are answered day or night, not just business hours.
- Fast status updates. Clients get a real update on their matter without waiting for a callback.
- A clear path forward. New callers are guided through intake and connected to the right attorney.