New case inquiry
Clio matter + contactCaller info and case type create a Clio contact and a draft matter ready for intake.
Connected via Zapier
RevSquared + Clio. Calls become matters.
Every call your AI agent takes flows into Clio with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.
- Webhook-based
- Works with any Zap
- Full call payload
- Setup in ~5 minutes
Connected via
Clio
Clio- Webhooks by Zapier
- Full JSON payload per call
- Fires within seconds of call end
Common workflows
Build the Zaps your firm needs.
One webhook out of RevSquared, then any number of Zaps that route it to Clio. Here's what teams build.
Clio matter + contactConsultation request
Calendar slotPreferred time and matter type post to the intake coordinator with all context.
Existing client callback
Matter activity logRepeat callers attach a call log entry to their existing matter.
Retainer question
Billing follow-upCaptured billing or retainer questions route to the billing coordinator.
How to connect
One webhook. Any Zap you want.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
- 01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
- 02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
- 03
Fire a test call
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
- 04
Add Clio as the action
In the same Zap, add Clio as the next step. Pick an action, map the webhook fields into Clio, and turn it on.
What you get
What you can build.
01
Auto-create contacts
New caller details drop into Clio as a contact ready for conflict check.
02
Draft matters from calls
Case type + facts create a draft matter for the intake coordinator.
03
Log activity
Call summary and transcript attach as a Clio activity entry.
04
Route consultations
Preferred date and matter type route to the right attorney's calendar.
05
Tag by practice area
PI, family, criminal — keep reporting tight.
06
Sync repeat clients
Existing clients update instead of duplicating.
Why teams pick RevSquared for Clio
The honest way to wire RevSquared into your matter.
1 hookup
Connect once
One Zapier integration. Paste your Catch Hook URL and every intake call posts to it forever.
Many Zaps
Route however
Separate Zaps for new contacts, matter drafts, consultations, and billing follow-ups.
Real-time
Not batched
Webhook fires within seconds so intake responds while the caller is still warm.
Common questions
Everything else you'd want to know.
- No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Clio part lives entirely inside the Zap you build in Zapier.
Built for
Industries that pair Clio with RevSquared.
Pairs well with
Other integrations operators run alongside Clio.
Stop typing intake calls into Clio. Every consultation request becomes a draft matter ready for review.
Build a Zap once. Every future call lands where it needs to go automatically.