Clio · Legal · Updated Oct 2026
Voksha + Clio
Give your law firm a receptionist that answers every call, day or night, and puts new client details and call summaries into Clio for your team to review.
What is an AI receptionist with Clio?
Once Voksha support has connected your Clio account, Voksha answers your firm's calls on the first ring, asks your intake questions and adds the caller's details to Clio as a contact. For existing clients, Voksha sends a summary of the call to Clio so your team has a record of what was said. Voksha does not give legal advice or decide whether to take a case; it captures the details and hands them to your lawyers.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). Clio is set up with Voksha support.
How It Works
Voksha + Clio Together.
What happens on a call once Clio is connected (Premium and Enterprise plans).
New Client Intake
When a prospective client calls, Voksha asks your firm's intake questions (type of matter, the other party's name, key dates and contact details) and creates a contact in Clio with the answers for your team to review.
Call Summaries for Existing Clients
When an existing client calls, Voksha takes their message and sends a call summary to Clio, so the lawyer handling the matter can see what the client needed.
Details for Your Conflict Check
During intake, Voksha asks for the names of the other parties involved and includes them in the call summary, so your team has what it needs to run its own conflict check before anyone gives advice.
Urgent Call Transfers
You decide what counts as urgent. When a caller meets those rules, Voksha transfers the call to the right person or sends your team an alert straight away.
Benefits of Voksha + Clio.
Protect Billable Hours
Lawyers stop losing time to intake calls and phone tag. Voksha handles the first conversation and the data entry so your team can focus on client work.
Consistent Intake
Every prospective client is asked the same questions, whenever they call, so your firm gets complete information on every new enquiry.
A Record of Every Call
Each call summary lands in Clio with the date and time, giving your team a clear history of client calls without anyone typing up notes.
Faster Follow-Up
New enquiries arrive in Clio with the details already filled in, so your team can review the lead and get back to the caller sooner.
Real-World Use Cases.
Solo Personal Injury Practice
A solo personal injury lawyer gets calls from accident victims at all hours. Voksha answers every one, captures what happened, the caller's insurance details and the other party's name, creates a contact in Clio and alerts the lawyer when a call is marked urgent.
Small Family Law Firm
A two-lawyer family law firm uses Voksha for sensitive intake calls. Voksha asks the firm's questions calmly and consistently, adds the caller's details to Clio, and on Premium books a consultation once the team is ready for it.
Small Business Law Office
A small business law office uses Voksha so clients always reach someone. Voksha sends each call summary to Clio and transfers urgent calls to the lawyer handling the matter.
The Clio integration is available on Premium ($99/month, 150 calls included) and Enterprise, and Voksha support sets it up for you. Starter ($14/month) has no integrations: it answers your calls, captures the caller's details and sends you a call summary.
No. Voksha asks callers for the names of the other parties involved and includes them in the call summary. Your team runs the conflict check, and the decision always rests with the lawyer.
Voksha is SOC 2 compliant and ISO 27001 compliant. Call data is encrypted with AES-256 at rest and TLS 1.2+ in transit, and access inside Clio follows your existing Clio user permissions.
Pair Clio with the right Voksha setup
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Activate the
Clio Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the Clio connection with you.