Clio is a cloud-based legal practice management platform that helps law firms manage client intake, cases, documents, time tracking, billing, and more, all in one place. It is approved by over 100 bar associations and law societies worldwide and is the most widely used legal practice management software in the industry.

Do I need a Clio account to use this integration?

Yes. You'll need an active Clio account and an AnswerConnect account. No additional tools or third-party platforms are required.

What information gets sent to Clio?

When your AnswerConnect receptionist handles a call, the caller's name, phone number, and the notes captured during the call are passed directly into Clio as a new contact record.

Can I customize what information my receptionists collect?

Absolutely. We'll work with you to identify the intake information that matters most to your firm, such as practice area, nature of the enquiry, urgency, and more, so that what goes into Clio is genuinely useful to your team.

Can information flow back from Clio to AnswerConnect?

Currently, the integration is one-way, from AnswerConnect into Clio.

I'm already an AnswerConnect customer. How do I activate this?

In your AnswerConnect app, go to Integrations, and choose Clio. Enter your credentials, and the connection is live. Our support team is on hand if you need any help.

Clio Integration | AnswerConnect

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What is the Clio–AnswerConnect integration?

Clio is a leading legal practice management platform. It handles everything from client intake and case management to time tracking and billing.

AnswerConnect is the 24/7 answering service that makes sure no call goes unanswered. When the two work together, every potential client your receptionists speak with is automatically created as a new contact in Clio.

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Seamless connection.

The AnswerConnect + Clio integration streamlines your communication and makes follow-up faster.

To explore how AnswerConnect and Clio work together, try through Zapier.

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seamless connection AnswerConnect x Clio

Why integrate?

Capture every client

Missing a call can mean losing a client to another firm. With AnswerConnect answering your calls 24/7 and Clio receiving every lead instantly, you can make the most of every opportunity.

Start matters without delay

New caller's details appear in Clio as soon as the call ends, so your team can begin intake right away. They can assign the matter to the right attorney without waiting for messages to be forwarded.

Get more billable time

Intake can be one of the biggest sources of non-billable time in any law firm. When caller information flows directly into Clio, your team can spend more time on work that earns revenue.

Stay available and human

AnswerConnect answers every call 24/7 and every contact captured out of hours lands in Clio waiting for your team when the working day begins. Always real people, no bots or AI.

Accuracy your firm can rely on

Our receptionists are trained to gather the information that matters, following a custom script for your firm. That information is passed directly into Clio — no missing fields, no chasing.