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.
Setup steps
- 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.
Permissions we ask for, and why
- Read contacts: So the AI recognises an existing client by phone number.
- Create communications and notes: So each call is logged on the client in Clio Manage.
- Create leads in Clio Grow: So a new potential client lands in your Grow inbox with their details and what they need.
What the AI receptionist will do
- 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.
What it can't do, and limits
- 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.
The AI says something is booked or ordered only when Clio confirms it. If Clio doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.
Troubleshooting
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.
Disconnecting, and the data we keep
An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using Clio straight away.
- Your Clio account id, region and settings.
- A log of each call note or lead: time, Clio record id and a masked caller number.
- Disconnecting removes our access straight away.
Still stuck?
Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.
Clio (Themis Solutions Inc.) is a trademark of its owner; TimberSwitch is not affiliated.