CallSprout + Clio
Connect Sage, your AI voice agent, to Clio so every client call is logged to the matter, captured as a billable time entry, and routed to the right attorney before the phone rings twice. Available for Clio Manage.
How CallSprout works with Clio.
Law firms run on billable time, yet the phone is where that time disappears. A client calls about a settlement question, your paralegal handles it in eight minutes, and the call never makes it onto the matter because everyone moved on to the next task. Across a busy week that quiet drain adds up to real revenue your firm performed but never captured.
CallSprout closes that gap by connecting Sage, our AI voice agent, directly to Clio Manage. Sage answers the call, matches the caller's number against your Clio contacts, screen-pops the matter and contact for the attorney or staff member picking up, and when the call ends it logs a time entry and a call note back to the matter automatically. Your team walks into every conversation with context and walks out with the time already captured.
It is the same pattern we build for every legal practice: keep the work flowing into the system you already run, and stop paying people to re-key what the phone already knew. Sage works alongside Clio Manage, not instead of it, so your existing workflow stays intact.
CallSprout and Clio, working together.
What Sage does once your call data flows into the tools you already use.
Call duration posts to the matter as a time entry the moment the call ends, ready for your team to review and add to the next invoice. Client calls stop leaking revenue.
CallSprout matches the inbound number against your Clio contacts and pops the matter and client record so your team opens every call with full context, not a blank screen.
The call note, AI-generated summary, and full transcript attach to the Clio matter record automatically, so the client file is always current without anyone typing notes afterward.
When a prospective client calls outside office hours, Sage captures intake details and schedules a consultation directly on the attorney's Clio calendar, so no lead falls into voicemail.
Turn every client call into a billable time entry
Clio Manage exposes a full time entry API, and that is the engine behind this integration. When a call handled by Sage or answered by your staff ends, CallSprout posts the call duration to Clio as a billable time entry linked to the correct matter and client. The entry flows into your normal review and approval process, so an attorney still signs off before anything reaches an invoice, and your billing stays accurate.
This is where the value compounds. The quick calls that used to vanish, a two-minute confirmation about a filing deadline, a ten-minute update on opposing counsel's position, every one of them shows up as captured, billable work. If you want to understand what you would pay for that, our pricing is metered and transparent, billed by the second rather than in rounded-up blocks.
Screen-pop the client matter before you pick up
CallSprout matches the inbound caller's number against your Clio contacts the moment the call arrives. The matching contact and linked matter pop on screen for the attorney or staff member answering, so they open with the client's name, open matters, and relevant context before they say hello. When a client calls from a shared office line, CallSprout resolves to the firm or company, so even an indirect call lands with context.
When a caller is not yet in Clio, Sage captures their name, firm, and reason for calling during the conversation and logs it so your team can create the contact and matter from a complete starting point. Here is more on how CallSprout routes each caller to the right person using the matter data it reads from Clio.
Route each call to the responsible attorney
Clio stores the responsible attorney on every matter. CallSprout reads that assignment and routes inbound calls on its own phone network to the right person automatically. A client calling about an active litigation matter reaches the lead attorney directly. A general inquiry from a new prospect reaches the intake line. Overflow rules send calls to another attorney or to Sage when the first choice is unavailable.
This is client-aware routing built from your existing Clio data, not a parallel system you have to maintain separately. Attorneys get calls they are already responsible for, clients reach the right person faster, and intake does not depend on a receptionist knowing every matter by memory. See the full picture of how smart call routing works inside CallSprout.
A complete call record and AI summary on every matter
Every call Sage handles or that passes through CallSprout generates a call note attached to the Clio matter, including an AI-generated summary of what was discussed and what was agreed. Your matter record reflects reality instead of a backlog of calls someone meant to log after lunch.
Because the full conversation is transcribed, you also get a searchable record of what clients keep calling about, which topics generate the most calls on specific matters, and where intake conversations stall. That same feedback loop is why firms turn on AI call transcription across the rest of their lines. Sage announces recording at the start of every call so you meet two-party consent requirements in states that require it.
Booking follows the same pattern. When a prospective client calls and expresses interest in a consultation, Sage can schedule a calendar entry in Clio directly, so the appointment is on the attorney's calendar before the prospect hangs up. No follow-up email required, no slot lost to a missed call.
What this looks like day to day.
A prospective client calls at 7 p.m. about a business dispute. Sage answers, gathers intake details, explains next steps, and schedules a consultation on the responsible attorney's Clio calendar. The attorney arrives in the morning with the prospect's information already in Clio and a meeting on their calendar.
A client calls for a two-minute status update on their matter. The call is short enough that no one ever logged it before. With CallSprout, the duration posts to Clio as a billable time entry and a call note attaches to the matter automatically, so the work is captured and the file is current.
A client calls the main firm line. CallSprout matches the number to their Clio contact, reads the responsible attorney from the open matter, and routes the call directly to that attorney. The attorney's screen pops the matter before they answer, so there is no need to ask who is calling or which case this is about.
Getting connected to Clio.
- 1
Book a 15 minute call and tell us how your firm uses Clio, your practice areas, and how you handle intake and routing today.
- 2
We connect Sage to your Clio Manage workspace through the Clio API, mapping contacts, matters, responsible attorneys, time entry types, and calendar resources to your setup.
- 3
Sage starts answering calls, screen-popping matters, logging time entries, routing to the right attorney, and booking consultations into Clio automatically. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Clio, answered.
- Does CallSprout integrate with Clio?
- Yes. CallSprout connects to Clio Manage through its REST API to log call notes to matters, post billable time entries, screen-pop the client record on inbound calls, route calls to the responsible attorney, and book consultations on the Clio calendar. Book a call and we will map it to your firm's workflow.
- Can it create billable time entries from calls?
- Yes. When a call ends, CallSprout posts the call duration to Clio as a time entry linked to the correct matter and client. The entry flows into your normal review and approval process, so an attorney signs off before it reaches an invoice.
- Will the call note and transcript be saved to the matter?
- Yes. A call note with an AI-generated summary attaches to the Clio matter record at the end of every call. The full transcript is stored on CallSprout's secure infrastructure and linked from the note, so the complete context lives in Clio without anyone typing it up.
- Can Sage route calls to the responsible attorney on the matter?
- Yes. CallSprout reads the responsible attorney from the Clio matter and routes the inbound call to that person on its own phone network. Overflow rules send calls to another attorney or to Sage when the first choice is unavailable.
- Can Sage book consultations into the Clio calendar?
- Yes. When a prospective client calls and wants to schedule a consultation, Sage can create a calendar entry in Clio directly so the appointment is on the attorney's calendar before the call ends. No follow-up required.
- What happens when a caller is not in Clio yet?
- Sage captures the caller's name, firm, and reason for calling during the conversation and logs the details so your team can create the contact and matter from a complete starting point instead of a blank form.
- Does Sage record calls, and what about consent?
- Sage can record and transcribe calls, and it announces recording at the start of each call so you meet two-party consent requirements in states that require it. Transcripts and summaries are stored on CallSprout's secure infrastructure.
The matter, time, and client data Sage captures is also a signal worth analyzing. Our sister company Ereos builds custom AI for law firms and professional services teams on its Watchtower platform, reading across the practice management tools you already run.
When the answer is in your matter data, not just your phone line
CallSprout keeps your client line answered and your billable time and call notes flowing into Clio. When you want AI that reads across your practice management, billing, and document systems to surface the matters trending toward write-off, the clients whose call volume is climbing, or the intake patterns that predict a high-value retainer, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your firm already runs and turns that data into signals your team can act on.
Schedule a discovery call with EreosMore on how Sage works.
Connect CallSprout to Clio
Book a 15 minute call and we will get you set up.