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Integration · legal

Clio + FlowChainLabs AI Receptionist

Clio is the dominant cloud-based practice management system for law firms. FCL integrates with Clio via OAuth to create new leads, schedule consultations, and log call activities on matter records.

Setup in 3 steps

1

Authenticate Clio via OAuth in the FCL dashboard

2

Map intake questions to your Clio custom fields

3

Go live

What syncs to Clio

  • Contact name, phone, email
  • Practice area (personal injury, family law, etc.)
  • Conflict check status
  • Intake questionnaire answers
  • Call recording link

What FCL can trigger

  • Create contact in Clio
  • Create new matter if qualified
  • Schedule consultation on attorney calendar
  • Log activity on existing matter

Honest limitations

We'd rather tell you now than surprise you at go-live.

  • !Conflict checks require Clio Suite tier — lower tiers get basic duplicate detection
  • !Trust accounting fields are read-only from FCL's side

Included in standard FCL subscription.

Ready to connect Clio?

Book a 15-minute audit. We'll set up the integration for you and have your first call running by end of the week.

Book Your Integration Audit

Last reviewed 2026-04-07