Quick Answer
Aira's Clio integration connects your AI receptionist to Clio via Zapier. When Aira answers a call, it can automatically send the caller's details, call summary, transcript, and outcome to Clio. Common use cases include create a new Clio Contact when Aira captures a potential client call, with caller name, number, and intake summary attached, open a new Matter in Clio when the caller mentions a specific case type, and route the intake to the right attorney automatically, and push the call recording and full transcript into Clio Grow so your lead-source attribution captures every Aira-answered call. Setup takes minutes through Zapier and works on every paid Aira plan, starting at $24.95 per month.
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Clio Integration
Aira plus Clio (via Zapier)
Send Aira call data to Clio automatically. Set up in minutes through Zapier, no developers required.
What is Clio?
Clio is the leading legal practice management platform, used by over 150,000 lawyers and law firms worldwide for matter management, billing, intake, and client communication.
3 ways Aira works with Clio
Every Aira call can fire a Zap. Here are the most common workflows service businesses build.
Create a new Clio Contact when Aira captures a potential client call, with caller name, number, and intake summary attached
Open a new Matter in Clio when the caller mentions a specific case type, and route the intake to the right attorney automatically
Push the call recording and full transcript into Clio Grow so your lead-source attribution captures every Aira-answered call
How to connect Aira to Clio
- 1
Enable Zapier in Aira
Open your Aira workspace and go to Settings, then Integrations, then Zapier. Toggle Zapier on to expose Aira as a trigger source.
- 2
Connect Aira's Zapier app
Inside your Zapier account, search for the Aira app, click Connect, and authorize using the workspace key Aira shows you.
- 3
Pick a trigger event
Choose Call Started, Call Completed, or Call Summary Ready. Most teams start with Call Completed since it carries the full payload including transcript and summary.
- 4
Connect Clio as the action
Add Clio as the action step in your Zap, then map the Aira fields you want to send into Clio.
Other Legal Practice Management Integrations
Clio integration FAQs
Is the Clio integration native or Zapier based?
Today, the Aira to Clio connection runs through Zapier. A native Clio integration is on the roadmap. The Zapier path covers every Aira event, so you can ship the workflow today and switch to native later without rebuilding logic.
Do I need a paid Zapier plan to connect Clio?
Free Zapier covers most single step Zaps, which is enough for actions like creating a record from a call. Multi step Zaps (filter, then create, then notify, for example) typically need a paid Zapier plan.
What Aira plan do I need for the Clio integration?
Zapier and webhook delivery are available on every paid Aira plan, starting at $24.95 per month.
How fast does Aira send data to Clio?
The webhook fires within seconds of the trigger event. For call_completed, that means the payload, including summary and transcript, hits Zapier as soon as the call ends.
What can Aira send to Clio?
When Aira finishes a call, it can push the call summary, the call outcome, caller details, and structured fields you collected during the conversation to Clio via Zapier. You map exactly which fields you want inside your Zap, so the Clio record you create matches your existing schema.
Can I trigger different Clio actions based on call outcome?
Yes. Aira sends the call outcome (booked, transferred, message taken, qualified, and others) on every event. Add a Zapier filter or paths to route each outcome to a different Clio action. For example, route booked calls to one workflow and message-taken calls to another.
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Connect Aira to Clio today
Plans start at $24.95/mo. Webhook and Zapier delivery are included on every paid plan, no per integration fees.