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1-Click Legal CRMOAuth 2.0 DirectSync SLA: 1-Click OAuth

How to Connect Clio Manage & Clio Grow with CallCourty AI

1-Click OAuth connect: auto-create Clio Matters, run live conflict checks, and push Clio Grow leads.

Open Clio Manage Portal

Auto-creates Matter & Contact, attaches fact scorecard, runs conflict clearance, and pushes leads to Clio Grow Inbox.

1-Click OAuth connection to Clio Manage (or paste your Clio Grow Inbox Token).
Runs a sub-1.4s fuzzy conflict check against existing Contacts and Adverse Parties during the call.
Creates a new Contact & pending Matter with the verbatim transcript, audio recording link, and AI fact summary.
OAuth 2.0 Integration & Secure Handshake

Connect CallCourty AI directly to your Clio Manage & Clio Grow workspace. Click Authorize Clio Manage & Clio Grow to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.

Visual Step-by-Step Instructions

Clio Manage & Clio Grow Setup Walkthrough & Annotated Screens

Your CallCourty Webhook URL:
1

Click '1-Click Connect with Clio' (Or Copy Clio Grow Token)

Open Clio Integrations

Click '1-Click Connect' to authorize Clio Manage via OAuth 2.0. If you also use Clio Grow, go to Clio Grow → Settings → Integrations and copy your Clio Grow Inbox Token.

Where to click: Authorizes CallCourty AI to create Contacts, log Phone Communications, and run Conflict Checks
app.clio.com/oauth/authorize
1-Click OAuth 2.0
Clio Manage & Clio Grow Configuration View
Step 1 Visual Guide
Portal Navigation
Clio Manage OAuthClick
Clio Grow Inbox Token
Clio Scheduler
1-Click OAuth 2.0
Step 1: Click 'Allow Access' in Clio

Authorizes CallCourty AI to create Contacts, log Phone Communications, and run Conflict Checks

clio_oauth_live_verified
2

Automatic Matter & Communication Logging

Every call handled by CallCourty automatically logs a timestamped Phone Communication entry under the client's Clio Contact and Matter.

Where to click: Includes extracted liability facts, statute of limitations check, and 24kHz call audio link
Clio Manage → Communications → Phone Logs
1.4s Sync
Clio Manage & Clio Grow Configuration View
Step 2 Visual Guide
Portal Navigation
Matters
Contacts
Activities
CommunicationsClick
1.4s Sync
Step 2: Instant Matter & Audio Sync

Includes extracted liability facts, statute of limitations check, and 24kHz call audio link

Matter #CLIO-2026-0891 · Conflict Status: Cleared
Automatic Schema Mapping

How CallCourty AI Maps Call Data into Clio Manage & Clio Grow

Real-Time JSON Payload
CallCourty AI Intake VariableClio Manage & Clio Grow Target Field
full_name + phone + emailClio Contact
case_type + jurisdictionClio Matter Practice Area
ai_summary + transcriptClio Communication Phone Log
adverse_partyClio Conflict Check Query