Connect Clio (lawyers)
Clio OAuth setup. AI books client consultations directly into Clio's calendar with matter linkage.
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Provider docs
https://app.clio.com/api/v4/documentation 01
Step 1 — VoxReach admin: register Clio OAuth app
- Sign in at app.clio.com → Settings → Developer Apps.
- Create new app named 'VoxReach AI'. Region: AU/US/EU as needed.
- Redirect URI: https://app.voxreach.com.au/integrations/clio/oauth/callback
- Required scopes: matters, contacts, calendar_entries, notes, users (or 'all' if available).
- Copy Client ID + Client Secret, paste into VoxReach Admin → Secrets as CLIO_CLIENT_ID and CLIO_CLIENT_SECRET.
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Step 2 — Tenant: connect via OAuth
- Integrations → Clio → Connect via OAuth.
- Authorise with their Clio practice login.
- Token + refresh stored encrypted; renews automatically every 7 days.
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Step 3 — Configure workflow
- Set as default booking provider.
- Default duration: 30 min for initial consults, 60 for matter reviews.
- Service-keyword mapping is useful here: 'family law' → assign to your family-law partner.
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Step 4 — Test with a real call
- Add a test contact in Clio with your mobile.
- Ring your VoxReach number — agent should greet you by name.
- Ask to book an initial consultation — agent should check live calendar, offer slots, book.
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Troubleshoot
- Token expired — refresh cron handles automatically every 30 min.
- No matters showing — Clio doesn't expose matters as 'services'; use the 4 default consult types or define service-keyword mapping.
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