Legal

RevSquared + Clio.

RevSquared connects to Clio through Zapier, giving law firms a way to automatically capture client intake data from AI-handled phone calls. Keep your intake pipeline moving without a human receptionist on the clock 24/7.

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How RevSquared Works With Clio.

RevSquared connects to Clio through Zapier, giving law firms a way to automatically capture client intake data from AI-handled phone calls. After every call, RevSquared sends structured data — caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — to Zapier. You build a Zap that routes this into Clio as contacts, matters, activities, or calendar entries.

Clio is the leading practice management platform for law firms, handling everything from client intake to billing. By connecting RevSquared's AI legal receptionist to Clio through Zapier, you can capture prospective client information during after-hours calls, log consultation notes on matter timelines, and keep your intake pipeline moving without a human receptionist on the clock 24/7.

RevSquared handles the phone call with the professionalism your firm demands. Zapier delivers the data. You control how contacts, matters, and activities are organized inside Clio.

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Create Clio Contacts

Build a Zap to create Clio contacts from AI-handled intake calls.

Log Matter Activities

Build a Zap to log call activities and notes on Clio matter timelines.

Create New Matters

Build a Zap to create new Clio matters from qualified client inquiries.

Schedule Consultations

Build a Zap to schedule consultations in Clio's calendar from call bookings.

Tag Contacts

Build a Zap to tag Clio contacts with practice area and case type data.

Billing Follow-Ups

Build a Zap to trigger billing follow-up tasks from call outcome data.

Getting Started.

You'll be connected in minutes, not days.

Connect your RevSquared account to Zapier and select a call event trigger

Connect your Clio account as the action app in your Zap

Map RevSquared call data to Clio fields — contacts, matters, activities, or tasks

Every AI-handled call automatically routes intake data into Clio through your Zap

Real-World Use Cases.

Businesses like yours are already using this integration.

Law Firm Client Intake

A prospective client calls at 9 PM about a personal injury case. The AI legal receptionist captures their name, contact info, accident details, and insurance status. The Zap creates a Clio contact and opens a new matter with all intake data — ready for the attorney to review in the morning.

Client Consultation Scheduling

The AI agent checks the attorney's availability and books a 30-minute consultation. The Zap creates a Clio calendar entry, adds the client as a contact, and attaches the call summary so the attorney has full context before the meeting.

Billing Follow-Up Automation

When the AI agent handles a call from an existing client asking about their invoice, the Zap logs the call activity on the Clio matter timeline and creates a follow-up task for the billing coordinator with the client's specific question.

Frequently Asked Questions.

Everything you need to know about this integration.

How does RevSquared work as an AI legal receptionist with Clio?

RevSquared acts as an AI legal receptionist that answers calls, captures client intake information, and sends structured data to Zapier. Your Zap then creates contacts, matters, and activities in Clio automatically.

Can RevSquared handle after-hours calls for law firms?

Yes. RevSquared's AI phone agent answers calls 24/7. After-hours callers get professional intake handling, and all data flows into Clio through Zapier so attorneys see new leads and messages first thing in the morning.

What law firm data does RevSquared capture during calls?

RevSquared captures caller name, phone number, email, call summary, full transcript, sentiment analysis, call outcome, recording URL, and appointment details. For legal intake, the AI agent can also ask about case type, incident details, and urgency.

Does RevSquared connect to Clio directly?

No. RevSquared sends call data to Zapier, and you build a Zap to route that data into Clio. This gives your firm full control over how contacts, matters, and activities are created in your Clio account.