Integrations · Legal practice management
AI receptionist for Clio
The short answer
Yes. FirstVoice connects straight to Clio, checks your calendar, books consultations and adds new contacts and file notes from every call.
Last updated
Try it
Watch a call go into Clio.
Incoming call
Example caller · Mobile
An example call, sped up. Your setup follows your own questions and rules.
- A caller rings about a new matter or an existing one
- FirstVoice checks your Clio calendar and books a consultation
- It adds new contacts and a file note with the details of the call
- It takes the names of the other parties, ready for your conflict check
- It never gives legal advice, and urgent matters go straight to you
FirstVoice with Clio
New enquiries are in Clio before you're out of court.
What happens on a call
- A caller rings about a new matter or an existing one
- FirstVoice checks your Clio calendar and books a consultation
- It adds new contacts and a file note with the details of the call
- It takes the names of the other parties, ready for your conflict check
- It never gives legal advice, and urgent matters go straight to you
Getting connected
- Someone with admin access to Clio clicks Allow once to connect FirstVoice
- We set up and test everything, and you can disconnect it any time
Nothing changes for your team
You keep Clio exactly as it is. Your team, your phone number and the way you work don't change. FirstVoice simply answers the calls you can't, and puts the results into Clio.
Technical details, for whoever looks after your software
FirstVoice with Clio
| Check availability during the call | Yes |
|---|---|
| Create bookings, jobs or leads | Yes |
| Recognise returning callers | Yes |
| Add call notes and summaries | Yes |
| Trigger follow-up texts or emails | Yes |
Clio connection details
| Category | Legal practice management |
|---|---|
| Markets | AU, Canada, Global |
| API documentation | Public view docs |
| Auth | OAuth 2.0 |
| Access | Self-serve: you can create API credentials |
| Zapier | Yes |
| Webhooks | Yes |
| FirstVoice plan | Growth or Scale |
| Checked | Against official Clio documentation, 17 September 2026 |
Developer account (free); App Directory launch requirements to list publicly
Industries using Clio
Clio questions
Does FirstVoice work with Clio?
Yes. FirstVoice connects straight to Clio, checks your calendar, books consultations and adds new contacts and file notes from every call.
Do I have to change anything in Clio?
No. FirstVoice connects to your existing Clio account. You don't switch software, move data or retrain your team.
Which plan includes Clio?
Growth ($597 a month) and Scale.
Clio is a trademark of its owner. FirstVoice isn't affiliated with Clio.
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