Practice Management Systems · Live now · Updated 2026-05-15
ClaireAI × Clio Manage
The most-used legal CRM, wired into Claire's intake.
What is the ClaireAI × Clio Manage integration?
The ClaireAI × Clio Manage integration is a two-way sync between the ClaireAI AI legal receptionist and Clio Manage, the legal practice management system used by personal injury, criminal defense, and family law firms. When Claire answers an inbound call — in 0.8 seconds, 24/7 — every qualified lead is written to Clio Manage as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching Clio Manage custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from Clio Manage into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over the official public API using OAuth 2.0. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running Clio Manage are live on real calls within an hour of kickoff. Personal-injury, criminal-defense, and family-law intake presets ship out of the box, and the integration is included on every ClaireAI plan with no per-sync surcharge or setup fee.
Sync map
What does ClaireAI sync to Clio Manage?
How it works
How does ClaireAI work with Clio Manage?
01
Inbound call becomes a Clio Manage matter
Claire answers in 0.8 seconds, runs the practice-area intake script, grades the lead A–D, then creates a new matter in Clio Manage with the full transcript attached as a note — before the caller hangs up.
02
Custom fields mapped to your intake
Mechanism of injury, custody status, UCCJEA flags, treatment status, jurisdiction, statute-of-limitations triage — Claire writes each captured field into the matching Clio Manage custom field. Zero copy-paste from the call summary.
03
Round-trip status sync
When a matter changes status in Clio Manage (consult booked, retainer signed, declined), Claire's outbound follow-up adjusts: callback reminder, retainer link, or referral handoff — no orphaned leads.
Setup
How long does Clio Manage setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to Clio Manage with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → Clio Manage. Paste your Clio Manage account name and click Connect.
- 03
Map your Clio Manage custom fields to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
- 04
Run a test call. New matters land in Clio Manage within 5 seconds of hang-up. You're live.
FAQ
Clio Manage integration questions, answered.
How does ClaireAI integrate with Clio Manage?
Claire connects to Clio Manage over the official public API using OAuth 2.0. Every qualified intake call writes a new matter, contact, and transcript note into Clio Manage on call completion — typically within 5 seconds of hang-up. Matter status changes read back into Claire's outbound follow-up on a 60-second poll plus webhooks where Clio Manage exposes them.
Does ClaireAI support two-way sync with Clio Manage?
Yes. Claire both writes to Clio Manage (matters, contacts, custom fields, transcripts) and reads from Clio Manage (matter status, retainer signed flags) so outbound follow-up stays aligned with what your team has already actioned.
Which Clio Manage plan do we need?
Any Clio Manage tier with API access. Most firms are already on a plan that supports the integration; we confirm during the 5-minute setup call.
How long does Clio Manage integration setup take?
Most firms are live with Clio Manage inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.
How much does the ClaireAI Clio Manage integration cost?
The integration itself is included on every ClaireAI plan (Starter $450/month, Growth $850/month, Enterprise $1,800/month). No per-sync fees, no per-call surcharge, no setup charge. Your Clio Manage subscription pricing is set by Clio Manage directly.
Is the ClaireAI Clio Manage integration secure?
Yes. ClaireAI runs on SOC 2 Type II infrastructure with HIPAA-aligned controls and uses 256-bit AES encryption for all data in transit and at rest. Credentials for Clio Manage are stored in an isolated secrets vault per tenant; no cross-customer access is possible.
Can we try the Clio Manage integration before signing up?
Yes. ClaireAI offers a 7-day free trial on every plan — including the Clio Manage integration. You can connect Clio Manage, run real test calls, and verify the field mappings work for your firm before any charge.
What happens to our Clio Manage data if we cancel?
Cancellation revokes Claire's Clio Manage access immediately. Data already written to Clio Manage (matters, leads, transcripts) stays in your Clio Manage account — Claire never holds your client data hostage. Export tools are available throughout the trial and subscription.
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