Voipcom AI + Clio logo
Clio integration

Voipcom AI for Clio

Every call your firm takes is scored and summarized by AI and attached to the Clio Matter as a Communication, ready for billable time entries and case notes. No copy-paste, no forgotten phone logs, no time leaking off the clock.

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Open VOIPCOM AI SUMMARY Positive SCORE 92 FOLLOW-UP TASKS
Every call scored on 8 dimensions
Written into Clio automatically
Zero manual call logging
New leads from inbound & outbound calls

Clio Manage is the practice management system most law firms run their day on, from intake through billing. The catch is that the richest record of any matter, the conversation itself, almost never makes it in. Calls get logged from memory, summarized in a line, or skipped entirely, and the billable minutes quietly disappear. Voipcom AI closes that gap: it listens to every call your phone service already records, scores and summarizes it, and writes the result into Clio automatically, attached to the right Matter as a Communication.

What lands in Clio

Communication

Each call is logged on the related Clio Matter as a Communication, the same place phone logs and email logs live, with the AI summary, key topics, and sentiment in the body, so the case file reflects what was actually said instead of a one-line phone log.

Time Entry

Because the call lands on the Matter as a Communication with its duration and a written record, the billable Time Entry is ready to capture against the matter, so minutes that used to leak off the clock get billed.

Task

Commitments and next steps the AI hears on the call become follow-up Tasks on the Matter with due dates and assignees, so the next deadline or callback is never lost in someone's memory.

New Contact Created from call
NameDana MercerAI
Phone(480) 555-0142AI
CompanyBrightPathAI
ReasonPricing on a 40-seat rolloutAI
Captured automatically by Smart Lead Gen
Smart Lead Gen

A call is never a lost lead.

On every inbound and outbound call, Voipcom AI checks whether the caller already exists in Clio. If they do not, it creates a new Contact automatically, so a forgotten CRM entry never quietly costs you a lead.

Switch on Smart Lead Gen and it goes further. The AI reads the conversation for the details that normally never make it into the CRM and writes them onto the new record for you, before anyone has to type a thing.

NameEmailPhoneCompanyReason for callingNext steps
How it works

From spoken word to Clio record, on its own.

1

Your phone service records the call

Nothing new to install for your reps. Voipcom AI reads the calls your system already captures.

2

Voipcom AI scores and summarizes it

An eight-dimension score, a clean summary, sentiment, key topics, and the action items, in seconds.

3

It lands in Clio, automatically

Written to the right record with follow-up Tasks, before the rep has finished their coffee.

Why Clio teams run Voipcom AI

Call logging that does itself

Attorneys and staff stop ending every call by typing a phone log. The summary, sentiment, and next steps are on the Matter as a Communication before they hang up, so file hygiene stops depending on discipline.

Billable time you were losing

When every client call lands on the Matter with its duration and a written record, the Time Entry is sitting there ready to bill. The short calls that never got captured stop slipping through, and realization goes up.

Coaching tied to the file

Voipcom AI scores every call against an eight-dimension rubric and ranks your team on a weighted leaderboard. Partners see who to coach on intake and client calls and why, with the exact moments quoted, right next to the Clio Matter they already work in.

The Voipcom AI Chrome extension rides along too, keeping a read-only call panel beside Clio so the team sees the summary and score without leaving the Matter they are working in.

Frequently asked questions

Does Voipcom AI work with Clio?

Yes. Voipcom AI writes AI call summaries, sentiment, and coaching scores into Clio, logging each call on the related Matter as a Communication so the Time Entry is ready to bill, and creating follow-up Tasks from the action items on the call. It is available exclusively to Voipcom voice clients.

What exactly gets written into Clio?

For each call, Voipcom AI logs a Communication on the related Matter containing the AI summary, key topics, and sentiment, leaves the duration ready for a billable Time Entry against that matter, and turns commitments and next steps into assigned follow-up Tasks with due dates.

Can Voipcom AI create new contacts in Clio?

Yes. On both inbound and outbound calls, Voipcom AI checks whether the caller already exists in Clio and creates a new Contact if they do not. With Smart Lead Gen enabled, the AI also detects the caller name, email, phone, company, and reason for calling from the conversation and writes them onto the new Contact automatically, so intake calls do not slip through.

Will this help us capture billable time?

Yes. Every client call gets logged on its Matter as a Communication with the duration and a written summary, so the billable Time Entry is ready to capture instead of reconstructed from memory at the end of the day. The short calls that usually go unbilled stop slipping through.

Do we have to log calls manually?

No, and that is the point. Voipcom AI listens to the calls your phone service already records and writes the structured result into Clio automatically, so logging a call on the Matter stops depending on whether someone remembers to do it.

How do we turn on the Clio integration?

Voipcom AI is exclusively for Voipcom voice clients. Book a short demo and we will show it running on a real call and writing into a Clio Matter end to end.

See Voipcom AI write into Clio, live.

Book a free 15-minute demo and watch it score a real call and drop the summary, sentiment, and follow-up Tasks straight into Clio. Exclusively for Voipcom voice clients.

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