Client intake synced to your Clio account

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.

 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.

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. 

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.

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.

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.

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.