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CRM & sales

Clio Manage

Clio Manage actions for your phone agent: find clients, book calendar time, log calls and create tasks.

Connect Clio Manage to AgentCalls with your Clio credentials from its settings, and your agent can work inside your practice records during a call. It can look up a client or matter, add a new contact, put an entry on a calendar, record a call as a communication, or create a task for your team. Clio Manage covers clients, matters, calendars, tasks, time and billing for US, EU, Canada and Australia accounts, and the agent uses those same records so callers get answers that match your files. Set which actions your agent may take in the AgentCalls dashboard.

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What your agent can do with Clio Manage

  • Look up a client or matter by name and tell the caller its current status
  • Create a new person or company contact, with email and phone, from the call
  • Add a calendar entry for a consultation and check it against your internal calendars
  • Log a phone call or email as a communication on the right matter
  • Create a task for your team so a lawyer or paralegal follows up

Clio Manage exposes 93 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking a consultation

  1. Caller

    Hi, I'd like to meet someone about a commercial lease dispute. Do you have anything this week?

  2. Agent

    Of course. Can I take your name and the best number to reach you?

  3. Caller

    It's Daniel Reyes, 415-555-0148.

  4. Agent

    Thanks, Daniel. I have Thursday at 2:30 pm or Friday at 10:00 am with Ms. Patel. Which suits you?

  5. Caller

    Thursday at 2:30 works.

  6. Agent

    Booked. You're on Ms. Patel's calendar for Thursday at 2:30 pm, and I've added you as a new contact.

Checking a matter status

  1. Caller

    I'm calling about my divorce file. Has anything been filed since last month?

  2. Agent

    I can check that for you. Can I have the name on the matter?

  3. Caller

    Helen Morse.

  4. Agent

    Found it. The petition was filed on the 12th, and the response deadline is the 28th of this month. Your attorney is already preparing the next step.

  5. Caller

    Great, thank you.

Following up on a missed call

  1. Agent

    Good morning, this is calling from the office about your estate planning questions. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Thanks. Ms. Okafor asked me to confirm you received the draft will. Did it arrive?

  4. Caller

    It did, I still have a few questions on the guardian section.

  5. Agent

    Noted. I've logged this call on your file and created a task for Ms. Okafor to call you back by tomorrow afternoon.

How to connect Clio Manage

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Clio Manage

    From Integrations in the dashboard, choose Clio Manage and enter the connection details from your Clio Manage account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Clio Manage actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Clio Manage during the call or after it?

Both. During a call your agent can look up records and book calendar entries as it speaks. After a call it can log the communication and create tasks for your team.

What do I need to connect Clio Manage?

You need an active Clio Manage account and the credentials from its settings. Sign in to the AgentCalls dashboard, choose Clio Manage, and enter them to connect.

Which plan includes this integration?

Integrations, including Clio Manage, are included from the Growth plan.

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Put your agent to work with Clio Manage.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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