Clio · Legal
Voksha + Clio
Give your law firm an AI receptionist that speaks directly to Clio - capturing new client details, logging interactions to matters, and keeping your practice running smoothly around the clock.
What is Clio?
The Voksha-Clio integration connects your AI phone receptionist to the legal industry's leading practice management platform. Every inbound call is matched against Clio's contact database, and new callers are guided through a structured intake process that creates a Clio Contact with matter details, conflict check notes, and communication preferences. Call activities are logged directly to the relevant matter, preserving a complete communication record for compliance and billing purposes.
How It Works
Voksha + Clio Together.
Automated workflows that connect every call to your Clio account.
New Client Intake
When a prospective client calls, Voksha walks them through your firm's intake questionnaire - collecting case type, opposing party details, timeline, and contact information - and creates a new Clio Contact and potential matter automatically.
Matter-Level Activity Logging
Every call with an existing client is logged as a Communication activity on the correct Clio matter, including call duration, summary notes, and a link to the transcript for compliance documentation.
Conflict Check Preparation
During intake, Voksha captures opposing party names and related entities, then flags potential conflicts by cross-referencing Clio's contact and matter databases before the attorney reviews the new lead.
Billable Time Tracking
Calls that qualify as billable client communication are automatically recorded as Clio time entries with the appropriate activity code, duration, and matter association - ready for the attorney to review and approve.
Benefits of Voksha + Clio.
Protect Billable Hours
Attorneys stop losing productive time to intake calls and phone tag - Voksha handles the initial conversation and data entry so lawyers can focus on client work.
Consistent Intake Process
Every prospective client goes through the same thorough intake process regardless of when they call, ensuring your firm collects complete information and never misses a conflict check.
Audit-Ready Communication Records
Every call is documented in Clio with timestamps, transcripts, and matter associations, satisfying bar association record-keeping requirements and malpractice insurance documentation standards.
Faster Client Onboarding
New clients have their Clio Contact, matter shell, and intake data created during the first call, cutting days off the typical onboarding timeline.
Real-World Use Cases.
Personal Injury Firms
A personal injury firm receives urgent calls from accident victims at all hours. Voksha captures case details, injury descriptions, insurance information, and opposing party data, creates a Clio Contact and potential matter, and flags high-priority cases for immediate attorney review - ensuring time-sensitive leads are never lost.
Family Law Practices
A family law attorney uses Voksha to handle emotionally sensitive intake calls. The AI receptionist guides callers through a structured interview about custody, assets, and timelines, creates a detailed Clio record, and runs a preliminary conflict check against existing matters before scheduling a consultation.
Corporate & Business Law
A mid-size business law firm uses Voksha to manage high call volumes during merger seasons. The AI receptionist logs every client call to the correct Clio matter, tracks billable time automatically, and routes urgent calls to the assigned partner - keeping matter records pristine for billing.
Yes. Voksha integrates with Clio Manage for practice management, matter tracking, and time entries, and with Clio Grow for intake and CRM functionality. Data flows into whichever Clio product your firm uses. Voksha's Enterprise plan is required.
Voksha collects opposing party and related entity information during intake and runs a preliminary name-match search against your Clio contact and matter databases. Potential matches are flagged for attorney review - the final conflict determination always rests with the lawyer.
All data transmitted between Voksha and Clio is encrypted in transit and at rest. Call recordings and transcripts are stored in compliance with legal industry data retention standards, and access is controlled through your Clio user permissions.
Pair Clio with the right Voksha setup
Other Legal Integrations
Industries that use this
Popular Solutions
Activate the
Clio Integration.
Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct Clio connectivity.