The midnight injury call, a Clio record by 8am
GreetKeeper answers and asks your intake questions. Its webhook, caught in Zapier on a paid plan, runs Clio's Create Person Contact and Create Task.
Caller
“I got rear-ended on the freeway tonight. The other driver's insurance already called me twice. Should I be talking to them?”
What happened next
- Name, number, crash date and the other insurer's contact taken
- Your conflict questions asked, in the order you set
- Clio contact and 8am callback task created through Zapier
How GreetKeeper connects to Clio
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Clio | Through Zapier |
Which AI receptionist works with Clio? GreetKeeper, through Zapier
Clio is cloud practice management for law firms like yours. Your matters, contacts, calendars, time entries and trust accounting all sit in one place.
GreetKeeper connects through Clio's own Zapier app. When a call ends, GreetKeeper posts a webhook. Webhooks by Zapier catches it with Catch Hook, which needs a paid Zapier plan (Professional or above), and a Clio action writes the record.
Clio's Zapier listing includes Create Person Contact, Create Task and Create Matter (checked September 2026). It also has Create Matter Note, Create Calendar Entry and a Find Contact search. You pick which of those a new inquiry becomes.
What your intake team finds in Clio
A contact with the caller's details, and a task or matter carrying their answers.
A typical setup creates a person contact with the caller's name, phone and email, then a task with the intake answers. Your intake lawyer opens Clio in the morning and reads what the caller said, not a name on a missed-call list.
Intake answers arrive as question and answer pairs in the webhook, so each one can map to its own Clio field. Your short call summary and a link to the transcript travel with them.
Conflict questions you set are asked on the call and go with the record. If a caller names an opposing party you already act against, that name is in Clio before anyone rings them back.
Connecting GreetKeeper to Clio
Four steps. You'll spend your thinking time on what a raw inquiry becomes.
Decide: contact and task, or a matter
If you open a matter per inquiry, you end up with a list full of dead matters. A contact plus a task is a cleaner default, and you promote it to a matter once someone has qualified the caller.
Write the intake questions you want asked
Case type, date of the incident, whether they've signed with another firm, and your conflict screen. GreetKeeper asks them in order and records every answer.
Build the Zap and map each answer to a Clio field
Start with Webhooks by Zapier on Catch Hook and save its address in GreetKeeper. Add Find Contact, then Create Person Contact and Create Task. Map answers to fields rather than one long note, or your team reads paragraphs at 8am.
Turn on the AI disclosure, then call yourself
Utah requires regulated occupations, law included, to disclose at the start of a call that the caller is speaking with AI. Switch GreetKeeper's disclosure setting on, place a test call and check the Clio record.
Setting up Clio intake calls well
Include the names you need for a conflict check in your intake questions. GreetKeeper asks for them and records the answers for your team to clear.
Set the reply for legal questions: GreetKeeper tells the caller a lawyer will answer at the callback, and logs the question for them.
Urgent matter, like an arrest? Set a transfer rule, and GreetKeeper puts the caller through to the lawyer on call.
Questions about Clio and GreetKeeper
Should every call open a matter in Clio?
Most firms start with a contact and a task. That keeps the matter list clean, and you open the matter once intake has qualified the caller.
What does GreetKeeper say when a caller asks a legal question?
It answers the questions about your firm you trained it on, such as practice areas and office hours. A legal question goes to a lawyer at the callback, logged word for word.
What if the Clio Zap fails overnight?
Your call is still in GreetKeeper as a transcript and a summary with the caller's number. You rebuild the Clio record from that, and nothing about the inquiry is lost.
Does the firm need a paid Zapier subscription for Clio?
Yes. Webhooks by Zapier and its Catch Hook trigger need a paid Zapier plan (Professional or above).
Run your intake script past it
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