Clio Manage Integration: Every Client Call, On the Matter

Abby's receptionists answer for your firm, and every client call lands in Clio Manage: logged to the right matter, with notes your team can review and bill against.

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Calls logged to the matterClient conversations are recorded as communications on the correct matter, so the file always tells the whole story.

New-client intake capturedProspective clients are greeted professionally and their details captured for your intake workflow, no more sticky notes.

Billable context preservedCall notes give attorneys what they need to record time accurately and pick up the thread instantly.

The Matter Tells The Whole Story

CLIO MANAGE · MATTER 2024-0387

Phone call · logged by Abby 2:14 PM
Client asked whether the deposition date moved; assured him the firm would confirm today. Callback not required.

Message relayed 2:15 PM
Summary sent to J. Osei by text and email.

Intake form attached Yesterday
New-client intake captured by Abby on first call.

Every client call your firm doesn't have to answer still ends up where the file lives. Conversations are logged as communications on the correct matter: what was asked, what was promised, and who was told.

Attorneys pick up the thread without a hallway briefing, and the notes are there when it's time to record the time.

Intake That Never Hits A Sticky Note

Prospective clients are screened per your instructions (practice area, conflict basics, urgency) and arrive in Clio as contacts with intake details attached, ready for your review.

Confidential by design. US-based receptionists following your firm's scripts, encrypted call records, and HIPAA-compliant options for regulated practices. Your callers hear your firm, not a call center.

From First Call To Open Matter

"Hi, I need to speak with someone about a custody matter…"

1 · THE CALLAbby answers in your firm's name and follows your intake script: practice area, urgency, how they found you.

Intake captured: Family law · consult this week · referred by web search · conflict basics collected

2 · THE SCREENDetails are captured in a structured intake, not a message slip, including the questions your firm requires.

In Clio: new contact + intake attached · ready for conflict check and engagement

3 · IN CLIOYour team reviews, runs conflicts, and opens the matter, with the first call already on the record.

Around The Firm

Court-day coverageYour team is in hearings; clients still reach a live receptionist and every conversation is in Clio when you're out.

Intake without interruptionNew callers are screened per your instructions and appear in your intake pipeline with details attached.

Existing-client triageAbby recognizes your contacts and routes urgent matters per your instructions; everything else becomes a matter-linked message.

After-hours answeringEvening and weekend calls are answered, logged, and waiting in Clio the next morning.

How It Works

Onboarding connects Clio Manage and sets your matter-matching and intake rules with you.

Abby answers in your firm's name, screens per your instructions, and captures structured intake.

Every conversation lands in Clio: on the matter for clients, in your intake pipeline for prospects.

FAQs

How do calls get matched to the right matter?

Abby identifies the caller and your matter naming rules do the rest; your onboarding team configures the matching with you.

Is this appropriate for confidential client calls?

Yes. Abby's US-based receptionists follow your firm's instructions, and call records are encrypted. HIPAA-compliant options are available for regulated practices.

Do I need Clio Grow too?

No. Clio Manage works on its own. If you use Clio Grow for intake, Abby integrates with that as well, and the two work great together.

What shows up in Clio?

Caller, time, duration, a summary of the conversation, and the outcome, attached to the matter or contact you'd expect.

We use another practice management tool. Can you support it?

Almost certainly. If it's not in our catalog yet, we build your integration during onboarding at no charge.

Related Integrations

Built for firms like yours. Explore Abby's legal answering service.

Use a tool we haven’t listed?

We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.

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