Sync Calls Directly toClio Manage & Clio Grow
KaiCalls integrates seamlessly with both Clio Manage and Clio Grow. Every call automatically creates Person contacts, Matters, and pushes leads to your pipeline - eliminating manual data entry and ensuring accurate billing records.
How the Clio Integration Works
KaiCalls connects to both Clio Manage and Clio Grow through secure API integration, automatically syncing call data to the right places in your system.
Creates Person Contacts Automatically
When a new lead calls, Kai automatically creates a new Person contact in Clio with all caller information populated.
Automatic Matter Creation
New matters appear in Clio Manage with case details already filled in, ready for your team to take action.
Pushes to Lead Inbox in Clio Grow
New prospect information flows directly into the 'Lead' inbox in Clio Grow for immediate pipeline tracking.
Logs Call Summaries & Duration
Every call is logged in Clio Manage with complete summaries and accurate durations for billing and record-keeping.
Full Conversation Transcripts
Complete call transcripts sync to both Clio Manage and Clio Grow so you have the full context of every interaction.
API Synchronization
Structured data including caller ID, transcript, and call summary pushes directly into CRM fields via API.
Transform Your Law Firm Operations
The Clio integration delivers immediate operational benefits that save time and improve accuracy.
Eliminate Manual Data Entry
Stop spending hours entering call details. Kai automatically captures and syncs everything to Clio.
Reduce Administrative Overhead
Free up your staff from data entry tasks and let them focus on higher-value client work.
Automatic Matter Creation
New matters are created instantly with all relevant case information, ready for attorney review.
Real-Time Lead Tracking
See new leads in your Clio Grow pipeline immediately, enabling faster follow-up and higher conversion.
Frequently Asked Questions
Everything you need to know about the Clio integration
Yes! KaiCalls syncs directly to both Clio Manage and Clio Grow. When someone calls, Kai creates a Person contact, generates a new Matter if needed, and pushes the lead directly into your Lead inbox in Clio Grow. Everything happens automatically with no manual data entry required.
Clio Manage is your practice management system focused on billing, matters, and case management. Clio Grow is your client intake system functioning as a CRM for leads and prospects. KaiCalls integrates with both: it logs call summaries and creates matters in Clio Manage for accurate billing and record-keeping, while simultaneously pushing new leads into Clio Grow for pipeline tracking and conversion.
KaiCalls uses API synchronization to push structured data directly into your Clio CRM fields. This includes caller ID, full conversation transcript, AI-generated call summary, call duration, and any case details discussed. All of this information flows automatically into the appropriate Person contact, Matter, and Lead records without any manual intervention.
Trusted by Law Firms Using Clio
See how legal professionals are transforming their practice with the Clio integration.
"The Clio integration is seamless. Every intake call automatically creates a matter in Clio Manage and a lead in Clio Grow. We've eliminated 10+ hours of admin work per week."
Jennifer Roberts
Managing Partner
Roberts Law Firm
"Knowing that every call is logged with full transcripts in Clio gives us complete confidence in our billing accuracy and client communication records."
Michael Chen
Senior Associate
Chen & Associates
"Before KaiCalls, I spent 2-3 hours daily entering call data into Clio. Now it's automatic. The time savings are incredible."
Amanda Foster
Office Administrator
Foster Legal Group
Simple, Transparent Pricing
Includes full Clio integration with both Manage and Grow, unlimited calls, automatic contact creation, matter generation, and complete call logging.
✓ 14-day free trial ✓ No credit card required ✓ Setup in 5 minutes
Start Syncing Calls to Clio Today
Law firms using KaiCalls with Clio eliminate hours of manual data entry every week while ensuring complete accuracy in their billing and client records.
✓ Bar association compliant ✓ Attorney-client privilege protected ✓ SOC 2 certified