VoiceAI + Clio
Route AI call data to Clio through Zapier for law firm intake and case management
How VoiceAI Works with Clio
VoiceAI connects to Clio through Zapier, giving law firms a way to automatically capture client intake data from AI-handled phone calls. After every call, VoiceAI sends structured data — caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — to Zapier. You build a Zap that routes this into Clio as contacts, matters, activities, or calendar entries.
Clio is the leading practice management platform for law firms, handling everything from client intake to billing. By connecting VoiceAI's AI legal receptionist to Clio through Zapier, you can capture prospective client information during after-hours calls, log consultation notes on matter timelines, and keep your intake pipeline moving without a human receptionist on the clock 24/7.
VoiceAI handles the phone call with the professionalism your firm demands. Zapier delivers the data. You control how contacts, matters, and activities are organized inside Clio.
How This Connection Works
After every call, your VoiceAI agent sends structured call data (caller name, phone number, email, call summary, transcript, sentiment, outcome, and more) to Zapier. You build the automation that routes this data into Clio — it takes about 5 minutes to set up and runs automatically after that.
What This Integration Does
Getting Started
Connect your VoiceAI account to Zapier and select a call event trigger
Connect your Clio account as the action app in your Zap
Map VoiceAI call data to Clio fields — contacts, matters, activities, or tasks
Every AI-handled call automatically routes intake data into Clio through your Zap
Real-World Use Cases
Law Firm Client Intake
A prospective client calls at 9 PM about a personal injury case. The AI legal receptionist captures their name, contact info, accident details, and insurance status. The Zap creates a Clio contact and opens a new matter with all intake data — ready for the attorney to review in the morning.
Client Consultation Scheduling
The AI agent checks the attorney's availability and books a 30-minute consultation. The Zap creates a Clio calendar entry, adds the client as a contact, and attaches the call summary so the attorney has full context before the meeting.
Billing Follow-Up Automation
When the AI agent handles a call from an existing client asking about their invoice, the Zap logs the call activity on the Clio matter timeline and creates a follow-up task for the billing coordinator with the client's specific question.
Frequently Asked Questions
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“We switched to VoiceAI and haven't looked back. Our AI agent books more appointments than our previous receptionist — and it never calls in sick.”
— Trusted by 60+ businesses across dental, legal, real estate, and home services
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