Key benefits for your firm
Never miss a new client
NextPhone answers every call 24/7 — after hours, weekends, and overflow — so missed calls stop turning into missed cases. Every new caller is captured automatically as a contact in Clio.
Turn callers into booked consultations
During the call, the AI checks your real-time Clio Manage calendar and books the consultation on the right calendar before the caller hangs up. No phone tag, no back-and-forth — qualified prospects land directly on your schedule.
Intake without the data entry
Caller details and a full AI call summary are written straight into Clio, and you get an instant recap by text and email. Your team has everything it needs to follow up — without manual typing.
How NextPhone works with Clio
Checks your calendar and books consultations right inside Clio
NextPhone’s AI receptionist answers your firm’s calls and works directly inside Clio Manage, so every inbound call becomes a contact and — when the caller is ready — a booked appointment, with no manual entry.
- During the call, the AI checks your real-time Clio calendar availability and books the consultation as a calendar entry on your chosen calendar, creates the caller as a contact, and triggers Clio’s appointment confirmation.
- Connects securely via OAuth 2.0 with automatic token refresh, and runs automatically during and after the call — no action needed from your team.
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Getting Set Up
Get started here.
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Additional Support
Support via in-app chat and email: support@getnextphone.com