Bring AI-Powered Efficiency to Your Clio Workflow
Law firms deal with countless intake forms, client calls, and case updates every day. Casegen.ai’s integration with Clio removes the bottlenecks by automating how data moves from your first client interaction to an active case file without manual uploads or repetitive entry.
Our team helps your firm set up the Casegen.ai + Clio connection, ensuring your systems communicate seamlessly from the start. Once configured, every new lead, message, or document is automatically synced, creating one cohesive workspace for your entire legal team.
Clio
Seamless integration crafted and supported by Casegen.ai
What the Casegen.ai + Clio Integration Does
This integration links Casegen.ai’s AI-powered intake assistant directly with Clio Manage. Whenever a potential client contacts your firm through chat, web, or phone, Casegen.ai captures the conversation, extracts the key facts, and sends the information straight into Clio — ready to be reviewed or converted into a new matter.
Each lead is automatically organized in Clio, complete with details like client contact data, case type, and intake notes — ensuring nothing slips through the cracks.
Why Law Firms Choose This Integration
Instant Data Sync:
Every conversation and intake completed in Casegen.ai appears in Clio in real time, complete with transcripts and structured client details.
Consistent Accuracy:
Casegen.ai’s intelligent processing ensures that client-provided details are recorded exactly as stated, keeping records precise and complete.
No More Manual Data Entry:
The system manages data transfer automatically so your staff can focus on clients, not clerical work.
Built for Compliance and Security:
Both systems use encrypted APIs and follow top standards for data protection, including GDPR, HIPAA, and SOC 2.
Faster Follow-Ups:
Leads appear instantly in Clio, allowing your intake team to schedule consultations and respond faster.
How It Works
- AI Intake Capture: Casegen.ai interacts with potential clients using attorney-designed conversations via chat, web, or phone.
- Smart Data Structuring: The system organizes information — such as injuries, case details, or personal info — into a standardized format.
- Seamless Sync to Clio: After intake, the data is securely transmitted to Clio, where it becomes a new contact, lead, or matter.
- Ongoing Case Management: Your staff continues managing cases in Clio — assigning tasks, tracking time, and maintaining client communication — with all data instantly available.
Practical Use Cases by Practice Area
- Personal Injury Law Firms: Automatically capture accident reports, witness statements, and medical details from intake forms or recorded calls, then push structured data directly to Clio — eliminating transcription delays and reducing admin time.
- Family Law Firms: Securely transfer sensitive client information such as custody details, financial disclosures, or divorce filings to Clio for immediate attorney access and case organization without manual entry.
- Lemon Law Firms: Streamline the intake of vehicle defect claims by syncing manufacturer details, warranty information, and client communication history straight into Clio for quick case initiation and tracking.
- Criminal Defense Firms: Import client interviews, police report summaries, and case notes directly into Clio to avoid redundant data entry and ensure attorneys have complete, searchable case histories from day one.
- Employment Law Firms: Integrate workplace complaint data, termination records, and EEOC documentation directly into Clio so legal teams can begin drafting demand letters or claims with complete case context in place.
- Workers’ Compensation Firms: Automatically log injury incident reports, employer details, and claim updates into Clio, maintaining accurate timelines and eliminating repetitive documentation tasks for support staff.
- Immigration Law Firms: Keep visa categories, document checklists, and nationality data organized in Clio from intake to petition filing, enabling lawyers to manage every immigration matter with up-to-date client records.
Ready to improve your workflow with Clio?
Benefits for Modern Legal Teams
Casegen.ai is purpose-built for law firms, not general CRMs. It understands legal workflows and integrates deeply with how attorneys manage leads and active cases.
Through intelligent automation, Casegen.ai turns intake conversations into usable case data in Clio, improving visibility, eliminating repetitive tasks, and enhancing the overall client experience.
Secure and Scalable for Multi-Office Firms
Manage multiple practice areas or offices from one Casegen.ai account while maintaining strict data permissions. All integrations are encrypted, authenticated, and built to meet the highest compliance standards.
You decide who on your team has access and control over synced data — ensuring maximum security and flexibility.
We’ll Help You Set It Up
Our team configures the integration for you — no logins or manual linking required. Here’s what the setup process includes:
- We connect your Casegen.ai account with Clio Manage.
- We confirm authorization and verify connection security.
- We map your intake fields (e.g., client name, phone number, matter type) to the proper Clio categories.
- We run a test sync to ensure all new intakes are automatically appearing in your Clio dashboard.
After setup, your firm can instantly manage leads and matters with unified visibility across both platforms. With full support from our integration team, you can adjust mappings, update preferences, or pause syncing anytime.
Transform Your Legal Practice with Casegen.ai + Clio Integration
Experience major gains in operational efficiency and client service through the power of automation. The Casegen.ai and Clio integration empowers law firms to reduce unnecessary workload and improve client relations with:
- Drastically minimizing manual input—up to 70% less data entry effort required
- Accelerating new inquiry responses by half, enabling rapid client engagement
- Elevating client satisfaction with proactive, consistent communications
This integration merges Casegen.ai’s intelligent client intake platform with Clio’s leading practice management system to build a fully connected workflow that enhances compliance, data accuracy, and firm-wide productivity.
FAQs
How does the Casegen.ai integration improve my firm’s Clio workflow?Getting set up
Casegen.ai automates how leads, client messages, and documents move into Clio — eliminating manual uploads and duplicate entry. Every new client interaction captured by Casegen.ai is instantly available in Clio as an organized record, ready for case creation or review.
Do I need technical experience to set up the integration?
No. Our team handles the entire connection process — from secure API authorization to mapping your intake fields. Once live, your firm can manage data syncs without needing any technical expertise.
What kind of client data can Casegen.ai send to Clio?
The integration syncs contact details, case information, intake notes, transcripts, and even structured metadata such as case types or injury details. This ensures every lead entering Clio is complete, searchable, and ready for attorney review.
How does the system maintain data accuracy between both platforms?
Casegen.ai uses natural language processing and structured field mapping to ensure that each data point captured from client conversations transfers precisely into Clio — without formatting or labeling errors.
Is the Casegen.ai + Clio integration secure and compliant?
Yes. The integration follows top industry standards, including encryption, GDPR, HIPAA, and SOC 2 compliance. All data is transmitted over secure APIs, and your firm determines user-level access to keep client information protected.
Can this integration handle multiple office locations or practice areas?
Absolutely. Casegen.ai is designed for multi-location law firms. You can manage separate practice areas, restrict user permissions, and maintain a unified Clio workspace — all within one secure dashboard.
What happens when a new lead contacts my firm through Casegen.ai?
As soon as a potential client connects through web chat, text, or phone, Casegen.ai captures the conversation, structures the data, and automatically pushes it into Clio as a new contact or matter. This eliminates delays in your intake process.
How does this integration benefit different types of law firms?
Whether you’re managing injury intakes, criminal cases, or immigration filings, the system tailors intake capture to your area of practice. It ensures every relevant case detail moves into Clio automatically — so your staff can focus on client communication instead of data handling.
Can I customize which Casegen.ai fields map to Clio?
Yes. During setup, our integration specialists help you define how each intake field corresponds to Clio’s categories. You can easily modify mappings later as your workflows evolve.
What measurable results can firms expect after connecting Casegen.ai with Clio?
Firms typically report up to 70% less manual data entry and as much as 50% faster response times to new leads. By unifying intake and case management, the integration helps boost productivity and client satisfaction.