Clio + Central Integration

Automate legal intake, scheduling, and follow-ups by connecting Clio with Central AI.

What Is Clio?

Clio is a cloud‑based legal practice management software designed to help law firms manage cases, clients, and workflows more efficiently. Its primary purpose is to streamline the entire legal operation—from intake and document management to billing and reporting—within a single, secure platform. Clio is used by attorneys, paralegals, and law firm administrators who need a reliable system to improve productivity and client service.

What Is Central?

Central is an AI‑powered customer operations platform that handles every aspect of customer interaction automatically, 24/7. From answering calls and messages across multiple channels (phone, SMS, WhatsApp, social media) to qualifying leads, booking meetings, managing follow‑ups, and handling administrative tasks, Central ensures no customer is ever left waiting. The platform learns from your website and documents to become an expert in your business, integrating seamlessly with your CRM, calendar, and existing tools to create a unified customer operations system that works like magic.

What You Can Do with Clio + Central

The integration enables law firms to automate routine client intake, qualify leads, and schedule consultations without manual data entry. For example, when a prospective client texts the firm, Central can assess the inquiry, book a discovery call in the firm’s calendar, and instantly create a new matter in Clio with all relevant details. It also syncs follow‑up reminders and task assignments, ensuring that attorneys never miss critical deadlines while freeing staff from repetitive administrative work.

Common Use Cases

automated lead capture and qualification from website chat, SMS, and WhatsApp, scheduled intake consultations synced to Clio calendars, real‑time creation of new client matters in Clio after a qualified lead books, automated follow‑up reminders and task creation for pending documents, continuous two‑way sync of client contact information and case notes, analytics reporting on conversion rates and client communication patterns

How to Connect Clio to Central

Log into your Central account and navigate to the Integrations hub. Select Clio from the list of available connectors, then follow the OAuth prompts to authorize Central to access your Clio workspace. Once authorized, map the desired data fields (e.g., contact, matter, calendar) and enable the sync to start automating workflows.