1. Open Abby Settings
Expand the Settings menu in your Abby portal.
Click Integrations.
2. Select Clio Manage
Find Clio Manage in the integrations list.
Click Connect.
A pop-up will open asking you to log into your Clio account and grant Abby permissions. Approve access to complete the connection.
3. Choose Default Clio Settings
Once connected, you’ll be asked to set how Abby should handle new and existing records.
a. Matching Rule
Select how Abby should match callers to existing Clio Communication or Notes:
Email only
Abby will look for a contact with a matching email address. If none is found, a new contact may be created.
Email or Phone
If you select Email or Phone, Abby will search by email first. If no match is found, it will try by phone number. If neither exists, it may create a new contact.
b. Update Fields
Choose which fields Abby can update if they are blank on a matching record:
First name
Last name
Phone
Email
4. Select Call Data to Log
Abby can push call details into Clio so your firm has a complete record of client communications. Logged as Activities in Clio:
Incoming Calls
Start time
End time
Caller name
Caller number
Transfer to name/number
Call transcription
Call summary
Call sentiment
Message body
Outgoing Calls
(If you use Abby Human Receptionists or the Scheduling Assistant add-on.)
Start time
End time
Number dialed
Caller number
Transfer to name/number
Message body
Click Save when done.
5. Set Call Type Rules
You may not want every call to create or update records in Clio. Abby lets you decide by call type.
For Human Receptionists
Expand the Account menu.
Click Message Form.
Select a call type (e.g., New Client, Current Client, Billing).
On the right side, toggle the Clio integration on.
Choose whether to:
Log incoming and/or outgoing calls.
Add and/or update contacts for this call type.
Click Save.
For AI Receptionists
Expand the AI Receptionist Flow menu.
Click AI Receptionist Call Handling.
Select the call type you want integrated.
Click Edit.
In the interaction options, toggle the Clio integration on.
Choose whether to:
Log incoming and/or outgoing calls.
Add and/or update contacts for this call type.
Click Save.
✅ That’s It!
Your Abby account is now connected to Clio Manage. From here, every relevant call and message will automatically log in Clio, giving your firm accurate records of communications tied to the right clients.
💡 Pro Tips
Test it fast: Place a quick call to your Abby number to confirm the integration is logging events correctly in Clio.
🎥 Demo Videos
See the integrations in action:
AI Receptionist + Clio Manage
Watch how Abby’s AI logs calls and creates records automatically.
Human Receptionist + Clio manage
See how calls handled by our live receptionists sync into your system.