Clio

legal

Every law firm enquiry, captured straight into Clio.

Dominant practice-management for law firms (~150k users). Agent captures the matter, conflicts-checks, books the consultation, attaches the call summary.

This integration is on the roadmap. Vote for it to bump it up the queue, or tell us why you need it on the feedback page.

What this does

  • Captures the prospective client's details and matter type on the call.

  • Runs the conflicts check against your existing Clio matters.

  • Books the initial consultation into the right lawyer's calendar.

  • Creates the matter in Clio with the call summary attached.

  • Sends the standard intake form by email so the consult starts informed.

Why this matters

Real reasons Clio pays for itself, written for the businesses that actually use it.

Solo solicitors

A missed enquiry from a divorce or conveyancing prospect is a £2,000 to £8,000 instruction lost. The agent answers at any hour, books them in before they ring the next firm.

Mid-size law firms

Reception staff cost more than the calls they capture. Foan handles the volume, your staff handles the matters.

Specialist boutique firms

You only want the right kind of work. Agent qualifies the matter type before the consultation, so partners don't waste hours on calls that should never have been booked.

How it works

Setup takes a few minutes. The integration runs on every relevant call afterwards.

  1. 1

    Connect Clio

    OAuth via Clio's partner programme.

  2. 2

    Set matter-type routing

    Conveyancing to the conveyancing partner. Family law to the family partner. The agent picks the right person from the call.

  3. 3

    Calls become matters

    Every qualified enquiry ends with a Clio matter and a booked consultation.

A real call

A conveyancing enquiry

Prospect needs a solicitor for a house purchase.

Caller

Hi, I'm buying a house and I need a solicitor. How quickly can someone speak to me?

Agent

Of course. Conveyancing sits with David. He's free Thursday at 10:30 or Friday at 3. Which works?

Caller

Thursday.

Agent

Booked. I'll send the intake form to your email so David can review before the call.

Best for

Solo and small law firms

Conveyancing-focused firms

Family law and immigration practices

Personal-injury and class-action firms

Common questions

Conflicts checks?

▼

Agent runs a name + email check against existing matters. Hits get flagged and the booking is held pending your review.

Privacy and SRA compliance?

▼

We process calls under a standard data-processor agreement. Audio recordings are opt-in only with disclosure played.

Worth doing the maths first

How much are missed calls actually costing you?

If you're not sure Clio pays for itself, run our calculator. Most service businesses recover the Foan subscription in the first three captured calls.

Open the missed-call calculator

Clio is on the roadmap

Vote for Clio on the feature board and we'll prioritise it. We ship the most-requested integrations first.

Vote for Clio
Vote for Clio