Clio is a comprehensive law practice management platform that helps legal professionals manage cases, clients, billing, and documents. With HeyVoice.ai integration, you can automatically capture leads from phone calls and web chats, add them to your Clio system, and track their progress through your legal practice.
Our integration specialists are here to help you get set up quickly.
HeyVoice.ai can create and update Matters, Clients, Contacts, and custom objects. You can configure which objects to use based on your legal practice needs.
HeyVoice.ai uses Clio REST API to update records in real-time. Changes are typically reflected in Clio within seconds of the call or chat interaction.
Yes! You can map HeyVoice.ai data fields to any Clio custom fields, and create custom automation rules to determine what data gets sent and when.
Get started with the Clio integration and start automating your workflows today.