Clio + NextPhone: AI intake that books straight into Clio
NextPhone answers your firm's calls 24/7 and runs full legal intake, then creates the contact, books the consultation on your Clio calendar, and drops a complete lead into Clio Grow — no manual entry, nothing re-keyed.
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NextPhone integration with Clio
Overview
Clio is where law firms run everything. Clio Manage holds your contacts, matters, billing, and calendar; Clio Grow runs your lead intake and client pipeline. NextPhone is the AI receptionist that answers your firm's phone 24/7 and does the intake work a paralegal would. With Clio Manage, the AI creates the caller as a contact, knows your real calendar availability, books the consultation, and attaches the intake to the booking — the caller gets a confirmation automatically. With Clio Grow, every call logs a complete lead with the full intake attached. Do either on its own, or both on the same call.
How it works
A potential client calls your firm at 9 PM. NextPhone answers on the first ring, handles their questions about your practice areas and fees, and runs your intake — matter type, incident date, opposing parties, urgency. With Clio Manage, the AI creates the contact, offers three open times from your calendar, and books the consultation; the caller gets a confirmation. With Clio Grow, a complete lead lands with the summary and every intake answer. By the time you're back at your desk, the client is booked or the qualified lead is waiting — with full context, nothing re-keyed.
Capabilities
- Answer & qualify - callers ask about your practice areas, fees, and process; the AI answers from your firm info and runs your intake questions
- Create the contact in Clio Manage - captures the caller's name, phone, and email and creates the contact automatically
- Know your availability - the AI knows your real Clio calendar availability and offers only open times inside your business hours
- Book the consultation - books the appointment on your Clio calendar with the intake attached, and the caller gets a confirmation when they share an email
- Log a lead in Clio Grow - every call logs a complete lead — name, phone, email, call summary, and every intake answer
- Manage, Grow, or both - book consultations, capture leads, or do both on the same call
Clio Manage vs. Clio Grow — which is right for your firm?
The two Clio products do different jobs. Choose Clio Manage when you want the AI to book consultations directly onto your firm's calendar: it creates the contact, knows your real availability, books the appointment, and attaches the intake — best for firms that want callers scheduled on the spot.
Choose Clio Grow when you'd rather your team follow up first: every call becomes a lead with the caller's details, a call summary, and every intake answer, ready for your intake team to review and reach out. Firms that qualify hard before booking usually start here.
You don't have to choose. Do both, and the AI books the consult in Manage and logs the lead in Grow on the same call.
We set it up for your firm
You don't configure anything. Our team maps your practice areas, intake questions, and consultation types to Clio the best way for how your firm works, and gets you live fast. Tell us how you want callers handled — we handle the rest.
Frequently asked questions
Does NextPhone book appointments directly in Clio?
Yes. With Clio Manage, the AI knows your real calendar availability, offers open times inside your business hours, and books the consultation on your Clio calendar during the call. It creates the caller as a contact first and attaches the intake to the booking; when the caller shares an email, they get a confirmation automatically.
What's the difference between using Clio Manage and Clio Grow?
Clio Manage lets the AI create the contact, know your availability, and book the consultation directly. Clio Grow captures the call as a lead — name, phone, email, summary, and every intake answer — for your team to follow up. Do either or both.
How does setup work?
We handle it for you. Our team maps your intake to Clio, tailored to your practice areas and how your firm works — you don't configure anything, and you're live fast.
What information does the AI capture on each call?
Whatever you want — typically the caller's name, phone, email, matter type, and the intake questions specific to your practice areas. It all lands in Clio: on the contact and booking in Manage, and on the lead in Grow.
Can it run different intake for different practice areas?
Yes. The AI asks the right intake questions per practice area — personal injury, family, criminal, estate — and files each call to Clio with the details your team needs.
