optimistic lawyer holding a tablet

Client intake synced to your Clio account

Clients who use Clio are eligible for $250 off their first month.

HOW IT WORKS

A Clio
certified app

It’s simple: direct integration—no third-party tools needed.

Get started today
LEX and Clio integration

A powerful duo
for legal

Seamless intake

First impressions
really matter

When intake is prompt, organized, and handled by a trained professional, clients notice. With LEX and Clio, every person who contacts your firm receives a professional welcome from the first call.

Learn more
Case organization

Keep case
records current

New information is added to the right case in Clio as soon as it is received. Your team always has the latest details, without searching for messages or notes.

File storage security

Everything where
it should be

LEX Reception adds new documents directly to open cases in Clio’s secure cloud. Your case files stay complete, with no manual uploads or extra steps.

Automatic data entry

Eliminate manual

data entry

Every detail your LEX receptionist captures is added to Clio automatically. Your team spends less time on admin, and more time with clients.

Legal Testimonials

Trusted for legal

I had a very complicated use case for them and they made it as easy as possible for us to get set up. I'd highly recommend!
Brendan Bennett, Attorney
It's a joy working with such a dedicated and caring team.
Deb Zeyher, Legal Assistant
Their 24/7 availability has been a game-changer for us, allowing us to provide top-tier service to our clients even outside regular business hours.
Mayte Alvarez, Paralegal
I have practiced personal injury law for 47 years and have tried many answering services, LEX is far and above any I have used to answer my client calls.
Flora Stuart, Attorney
The accuracy of their answering our phone calls is top notch.
Jim Dwyer, Attorney
My clients are always happy the phones are answered quickly and politely. Always by a human.
Sommer Miller, Attorney
As a busy attorney, having a team that handles client communications this smoothly is invaluable.
Efstathios Georgiou, Attorney

Connect in three steps

Choose your integration

Clio is listed under 'integrations' in your LEX Reception account. If you do not see the software you need, reach out to our team for support.

Log in to activate

Log in with your Clio credentials to connect your accounts. Our team will guide you through each step.

We take care of the rest

LEX Reception and Clio now worth together, giving you more time for your clients.

Get started today

From intake to invoice, Clio & LEX Reception grow your firm.

FAQ FOR FIRMS

Questions
and answers

Can't find the answer to your question? 

Call us 24/7 at (800) 800-9995  or email us at grow@lexreception.com.

What does LEX Reception actually send to Clio?

Everything your receptionist captures on the call - the client's name, contact details, the nature of their inquiry, case notes, and any documents received - is mapped directly to the relevant fields in your Clio account. You'll work with our team during setup to make sure the right information goes to the right place.

How quickly does information appear in Clio after a call?

 In real time. As soon as your LEX receptionist submits the call, the details are sent to Clio automatically - typically within seconds of the call ending.

Do I need any technical knowledge to set it up?

None at all. You can connect the integration from your LEX app, or get help from our team. Our team can do the setup with you, walking you through the activation steps, and make sure everything is configured correctly before you go live. 

Will it work with the way I've already set up Clio?

Yes. The integration is configured to work with your existing Clio setup - we map the fields to match your current structure rather than asking you to change the way you work.

What happens if I change my Clio account or subscription?

Just let us know. Our support team will update the connection to ensure LEX Reception is linked to your current account and that everything continues to flow through correctly.

Can live chat integrate with my CRM or practice management system?

Yes. When the LEX reception and Clio integration is set up, chat leads captured by LEX Reception flow into your Clio account alongside phone intake data. This means a lead who reaches you via chat gets treated the same as a phone lead in your system, with no manual data entry required.

Can I use LEX Reception alongside other software, such as Clio?

Yes. LEX Reception integrates with a range of legal and business platforms. If you use other tools alongside Clio, get in touch, and we'll talk through what's possible.

If something is not working, contact our support team. Most issues are resolved quickly, and we will let you know the next steps. If you need further assistance, our team is ready to help.

Giving more time
with every call

With your support, LEX Reception plants a tree
for every customer every month.

2,203,209 trees planted
LIFELONG LEARNING

A book worth
your time

The Power of Moments Book Cover