Guided setup

Clio for your AI receptionist, connected for you.

Log client calls in Clio Manage and send new potential clients straight to your Clio Grow intake inbox.

● Solo and small law firms on Clio Manage and Clio Grow ● Sign in with your account ● Legal practice management

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Clio admin, connects it and tests it on your account before callers rely on it. Anything Clio (Themis Solutions Inc.) needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to Clio turns on with the AI receptionist. We connect Clio now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist recognises the number in Clio and greets them by first name, without reading out anything private.
A new caller asks about your services. Their name, number and what they need become a new lead or request in Clio.
Nobody can pick up. The receptionist takes a message and saves it in Clio as well as your TimberSwitch inbox.

What you can do with it

A new caller with a legal question becomes a Clio Grow lead with the matter type and callback number.
An existing client's call is logged on their contact in Clio Manage.
Intake doesn't depend on someone checking voicemail.

Use cases

Caller lookup and CRM screen pop Lead capture

Industries

Professional services

What the AI receptionist will do on calls

Will recognise an existing client by phone and log the call in Clio Manage.
Will take a new caller's name, contact details and a short description of the matter and send it to Clio Grow.
Will never give legal advice or discuss a matter; it takes the message and says someone will call back.

A sample call

Caller I need help with a landlord dispute.

AI I can pass that to the attorneys. May I have your name and the best number to reach you?

Caller Jordan Smith, this number.

AI Thanks, Jordan. I've sent your details to the intake team; someone will call you back. I can't give legal advice on this call.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, a Clio admin signs in to approve the connection for Manage, Grow or both.
Tell us the practice areas and who intake should go to.
We test with you and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Clio Manage and Clio Grow are connected separately; you choose one or both.
Tell us your Clio region (US, Canada, EU or Australia).
The AI does not book consultations into your calendar at first; ask us if you want that.

Questions

How does Clio setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Clio admin. Setup is free on every package, as part of our free assisted setup.

Does Clio cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Clio with TimberSwitch?

Solo and small law firms on Clio Manage and Clio Grow. Industries: Professional services.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Does the AI give legal advice?

No. It takes details and says someone will call back.

Do I need Clio Grow?

No. With Clio Manage only, new callers are logged as contacts with a note.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Clio (Themis Solutions Inc.) is a trademark of its owner; TimberSwitch is not affiliated. Facts about Clio (Themis Solutions Inc.)'s product last checked October 3, 2026.