Integrations / Legal practice management

Use AssistCall with Clio

AssistCall answers your business calls 24/7 and can send each call, message and booking to Clio through Webhook, Live API actions, Zapier, Make, n8n.

Clio: Cloud practice management software for law firms (Clio Manage). It covers matters, contacts, calendars, time tracking, billing and documents, and Clio Grow handles client intake.

Connects

Example call

A caller says he was hurt in a car accident and wants a consultation. The receptionist takes his name, number and a short description and books a consult time. A Zap then creates the Clio contact and a calendar entry for the consult, and the attorney sees both in Clio, with the call summary also in their inbox.

• When a call ends, AssistCall's call.completed event triggers a Zap that logs a Communication in Clio with the summary, transcript and recording link.
• When the receptionist captures a new lead, Zapier or Make creates a Person Contact in Clio so intake staff can follow up.
• During a live call, the receptionist looks up the caller's phone number in Clio Manage contacts using the firm's own access token, so it can tell an existing client from a new inquiry. The token must be replaced every 30 days.

How it connects

• Webhook: Signed JSON for every call, message and booking, sent to any HTTPS URL you choose.
• Live API actions: During the call, the receptionist calls the app's API with your key to look up or create records.
• Zapier: Send AssistCall events to a Zap (Webhooks by Zapier, Catch Hook), then use the app's Zapier actions. Needs a paid Zapier plan.
• Make: Start a Make scenario with a custom webhook and use the app's Make modules.
• n8n: Start an n8n workflow with a webhook node, then call the app with its node or an HTTP request.
• Call forwarding: Forward your business line to AssistCall when busy, after hours or always. Works with any carrier.

About Clio's API

• Self-serve API: you can create a key in your account
• Style: REST (JSON), API v4
• Authentication: OAuth 2.0. A firm admin creates a Developer Application in Clio and authorizes it against the firm's own account
• On Zapier: yes. On Make: yes.

Creating and managing developer applications requires admin access in Clio. Access tokens last 30 days, and refresh tokens do not expire. AssistCall stores a fixed token header, so a token used for live lookups has to be replaced before its 30 days run out. Rate limits apply per access token, and going over returns HTTP 429. Clio Manage webhooks cover matters, contacts, calendar entries, tasks, bills, documents and more. They are HMAC-signed and expire after at most 31 days unless renewed. Clio Grow's Lead Inbox API takes a nested JSON body, so sending leads into Grow goes through Zapier, Make or n8n rather than a direct live call. Make's app is named 'Clio Manage'.

Not included: no one-click Clio app, no listing in Clio's marketplace, no two-way sync, and no partnership with Clio.

Researched by the AssistCall team and checked against Clio's public pages on October 24, 2026. Clio is a trademark of Clio. AssistCall is an independent product of Starling Global LLC and is not affiliated with, endorsed by, sponsored by or approved by Clio.

More Legal practice management integrations

• MyCase: Legal practice management software for small and midsize law firms. It covers cases, contacts, calendars, billing, a client portal and a legal CRM for intake.
• Actionstep: Cloud practice management software for small and midsize law firms with workflow automation, matter management, billing and legal accounting.
• CASEpeer: Case management software built for personal injury law firms. It covers intake, case tracking, medical records, settlements and client texting.
• CosmoLex: Cloud practice management software for law firms with built-in legal accounting (trust and business), billing and matter management.
• Filevine: Case management platform for law firms, widely used by personal injury and litigation practices. It is organized around projects, contacts and custom workflows.
• Lawmatics: Legal CRM and client intake software for law firms. It includes marketing automation, intake forms, e-signature and appointment scheduling.

All product and company names in this directory are trademarks or registered trademarks of their respective owners, used only to identify systems AssistCall can send call information to or receive information from. Their use does not imply any affiliation with or endorsement by their owners. AssistCall connects using signed webhooks, the business's own API keys, automation platforms (Zapier, Make, n8n) the business sets up in its own account, and call forwarding. AssistCall does not provide one-click connectors, marketplace apps, certifications or two-way record or calendar sync, and does not sign HIPAA business associate agreements. Vendor features, plans and API access can change; information last checked October 24, 2026.