Voqal AI + Clio.
Connect your Clio Manage account to Voqal AI. Every client call answered, intake details captured, matters created, and call notes logged against the correct case file — while your solicitors focus on billable work.
How the integration works.
Voqal AI connects to Clio Manage through OAuth authorisation. Once your firm approves the connection, the AI receptionist gains secure access to your contacts, matters, calendar, and activity log — enabling it to handle calls with the same context your reception team would have.
When a client calls, Voqal AI searches Clio for their contact record using name, phone number, or email. Existing clients are matched to their file and the call is logged against their open matter. New enquiries trigger the intake workflow — the AI captures the caller's details, the nature of their legal issue, urgency, and preferred solicitor, then creates a draft contact and matter in Clio for your team to review.
Every call generates a structured activity entry in Clio: transcript, summary, outcome, and any follow-up actions. Your fee earners see a complete record of every client interaction without needing to take notes themselves.
What syncs.
Automated Client Intake
Voqal AI runs your intake questionnaire during the call — capturing the caller's legal issue, timeline, budget expectations, and contact preferences. All data is pushed into Clio as a new contact and draft matter, ready for your intake team to review.
Matter Creation & Tagging
New matters are created in Clio with the correct practice area, responsible solicitor, and originating solicitor pre-assigned. Custom fields and tags are applied based on the call content, so matters are categorised correctly from the outset.
Call Logging by Case File
Every call is logged as a communication activity against the relevant matter in Clio. The entry includes the full transcript, a concise summary, call duration, and any action items identified during the conversation.
Consultation Scheduling
Voqal AI checks solicitor availability in Clio's calendar and books initial consultations directly. The appointment appears in the solicitor's diary with the client details and matter reference already attached.
Live in three steps.
Authorise Your Clio Account
Connect Voqal AI to Clio Manage via OAuth. Your firm's administrator approves the integration from within Clio — no API keys to manage, no technical setup required on your end.
Configure Intake & Matter Defaults
Set up your intake questionnaire, define which practice areas the AI can create matters for, assign default responsible solicitors, and configure any custom fields or tags your firm uses in Clio.
Go Live with AI Reception
Activate the integration and Voqal AI starts handling calls, running intake, creating matters, and logging activity in Clio — from the very first ring.
Built for law firms.
The Clio integration is designed around how UK law firms actually operate — from SRA compliance requirements to the realities of high-volume intake. See our dedicated AI receptionist for law firms page for the complete picture of how Voqal AI serves the legal sector.
- High-street law firms — capture every new enquiry that calls during office hours (and after hours) without hiring additional reception staff, converting more calls into paying clients.
- Personal injury practices — run structured intake during the initial call, capturing accident details, injury type, liability indicators, and limitation dates before creating the matter in Clio.
- Conveyancing firms — handle high call volumes during exchange periods without calls going to voicemail, logging every conversation against the correct property transaction matter.
- Family law practices — manage sensitive client calls with appropriate tone and confidentiality, booking initial consultations and capturing case details for divorce, child arrangement, and financial remedy matters.
- Commercial law firms — route calls to the correct department, log enquiries against existing corporate matters, and book consultation slots with the relevant partner or associate.
Frequently asked questions.
The core integration connects to Clio Manage for matter creation, call logging, and contact management. If your firm also uses Clio Grow for intake and CRM, Voqal AI can push new lead data into Grow's pipeline as well, giving your intake team a complete picture from the first call.
Yes. When a new enquiry calls and passes your intake criteria, Voqal AI can create a matter in Clio Manage with the correct practice area, responsible solicitor, and originating solicitor pre-populated. Draft matters are flagged for your team to review before progressing to active status.
Voqal AI identifies the caller against your Clio contacts database. Once matched, the call transcript, summary, outcome, and any follow-up actions are logged as a communication entry against the relevant matter. If the caller has multiple open matters, the AI asks which case the call relates to.
Voqal AI can perform a preliminary conflict search against your Clio contacts and matters during the intake call. If a potential conflict is flagged, the AI notifies your compliance team rather than proceeding with matter creation, ensuring your firm's conflict-of-interest obligations are respected.
Call time and activity entries created by Voqal AI can be tagged as billable or non-billable in Clio Manage based on your firm's rules. This means client calls handled by the AI receptionist are captured in your billing workflow from the outset, without manual time entry.
Ready to connect Clio?
Book a demo and we'll show you how Voqal AI integrates with Clio Manage for your law firm. Setup typically takes less than 15 minutes.