Clio is the most widely used legal practice management software in North America, with over 150,000 legal professionals relying on it daily. Integrating Begyn AI with Clio creates a powerful automated pipeline: every call handled by AI becomes a structured record in your Clio account, with contacts, matters, and intake notes created automatically.
**What the Begyn AI + Clio Integration Does**
When Begyn AI handles a call and qualifies a lead, the following happens automatically in Clio: - A new Contact is created with full caller information - A new Matter is created with practice area and case type - All intake data is populated in custom fields - A consultation appointment is added to the calendar - Notes are added with the full AI conversation summary - Tasks are assigned to the responsible attorney
**Step-by-Step Setup Guide**
Step 1: Log in to your Begyn AI dashboard Step 2: Navigate to Integrations → Clio Step 3: Click "Connect to Clio" and authorize via OAuth Step 4: Map intake fields to your Clio custom fields Step 5: Configure matter creation rules by practice area Step 6: Set calendar sync preferences Step 7: Test with a sample call Step 8: Go live
**Configuring Intake Fields in Clio**
Begyn AI captures dozens of intake data points that map to Clio custom fields. We recommend creating custom fields in Clio for: - Accident date - Incident type - Injury description - Insurance information - Lead score - Statute of limitations date - Referral source
All of these populate automatically from AI intake data—zero manual entry required.
**Clio Grow vs. Clio Manage Integration**
Begyn AI integrates with both Clio Grow (CRM/intake-focused) and Clio Manage (full practice management). For intake automation, Clio Grow integration is most powerful—enabling automated lead pipelines, email sequences, and intake form management. The Clio Manage integration is ideal for matter management and calendar sync once clients are signed.
**Troubleshooting Common Integration Issues**
If contacts aren't syncing: Check OAuth authorization status and re-connect if token has expired.
If appointments aren't appearing: Verify calendar permissions in Clio settings and ensure the correct attorney calendar is selected.
If custom fields aren't populating: Review field mapping in Begyn AI integration settings and ensure field names match exactly.
Need help? Contact Begyn AI support at hello@begyn.online or call (985) 313-8182.