Clio | ElevenLabs Documentation

Your receptionist can recognize callers who are already in Clio, add new callers as contacts, log each call as a communication, and create a follow-up task for an attorney or assistant. Clio’s API only accepts OAuth sign-ins, which Reception’s connectors don’t support, so Reception connects through Zapier.

Zapier’s Clio app works with Clio Manage. It doesn’t add leads to a Clio Grow inbox.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the Clio actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and sign in to Clio when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).

Test it

Test your receptionist as a new caller with a legal question. The contact, the call, and a task appear in Clio.

Actions

Find the caller

Field	Value
Zapier action	Find Person Contact
Set in Zapier	Nothing.
Let the AI fill in	Search Value: the caller’s name, phone number, or email.
Assign to	Client

Add a new caller

Field	Value
Zapier action	Create Person Contact
Set in Zapier	Nothing.
Let the AI fill in	First name, Last name, Phone Number, and Email Address.
Assign to	Client

Log the call

Field	Value
Zapier action	Create Communication
Set in Zapier	Type of Communication: phone.
Let the AI fill in	Subject, Body (who called, their number, and what they need), and Date of Communication.
Assign to	Client

Create a follow-up task

Field	Value
Zapier action	Create Task
Set in Zapier	Type of Assignee and the assignee, Task Priority, and Notify Assignee.
Let the AI fill in	Name, Description, and Task Due Date.
Assign to	Client

Opening a matter usually comes after a conflict check, so this guide leaves Create Matter to your team.

To let your receptionist put consultations on the firm’s calendar, add Create Calendar Entry with Calendar set to a fixed value. It doesn’t check for conflicts, so agree on the time with the caller as a request and have your team confirm it.

Add a rule telling your receptionist to take down the caller’s details and never give legal advice.

Limitations

Zapier’s Clio app can’t check availability, so your receptionist can’t offer open times. For real-time booking, use Reception’s own booking with Google Calendar, Calendly, or Cal.com.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A Clio action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Leads don’t reach Clio Grow	Zapier’s Clio app writes to Clio Manage. Check the contact under Contacts in Clio Manage.
Returning callers are added twice	Add a procedure so your receptionist runs Find Person Contact before creating a contact.