How does the Clio integration get set up?

It's a short, guided setup: the three steps above, walked through with our team during your engagement, so you don't have to figure out the API docs yourself.

What if I use Clio features that aren't listed here?

Tell us. We add new field mappings and triggers for real customer requests, scoped in your engagement. The list above is what we've built so far, not a ceiling.

What industries use the Clio integration?

Primarily law firms, but any business running Clio can connect to FlowChainLabs.

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

Authenticate Clio via OAuth in the FCL dashboard

Map intake questions to your Clio custom fields

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

The integration is part of the engagement scoped in your Assessment, with no separate per-call API fee from FCL.

Used by Law Firms

AI Receptionist for Law Firms →

Ready to connect Clio?

Start with the AI Front Desk walkthrough. It maps where your calls leak, then we scope and build the Clio integration to your workflow so booked jobs land where your operation actually runs.

Get a walkthrough

Last reviewed 2026-04-07