legal
Sockly + Clio
Integrate Sockly with Clio legal practice management. Book client consultations, sync contacts, log calls, and manage attorney availability automatically.
How It Works
- 1
Authorize Sockly to access your Clio account via OAuth (5 minutes)
- 2
Map Sockly call types to Clio appointment categories (consultation, deposition, client meeting)
- 3
When a potential client calls, Sockly captures intake details and creates a Clio contact
- 4
Sockly checks attorney calendars in Clio and books available consultation slots
- 5
Call transcripts, intake notes, and lead details are logged in Clio automatically
- 6
Confirmations sent to clients with calendar invites and intake instructions
Features
- Client and matter lookup for existing cases
- New lead capture with conflict check initiation
- Attorney calendar sync and availability management
- Consultation appointment booking with intake forms
- Call logging with transcripts and AI summaries
- Contact creation and update automation
- Calendar invite generation for clients and attorneys
- Matter-specific appointment scheduling
Setup time: 5 minutes