Your Clio Manage, always up to date
Lexidesk creates contacts and detailed notes in Clio Manage the moment a conversation ends. No copy-pasting. No missed leads.
How it works
Three steps. Fully automatic. No manual work required.
- Step 1
Client calls or chats
Lexidesk AI handles the conversation, qualifies the lead, and captures every detail.
- Step 2
AI processes the intake
Summarized, scored, and all case data extracted, in seconds.
- Step 3
Clio Manage is updated
Contact created or updated, and a detailed note attached, automatically.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
- 1Click "Connect Clio Manage" in your Lexidesk dashboard
- 2Authorize Lexidesk in your Clio account (US or EU)
- 3Choose which conversations to sync, new leads, existing clients, or both
What appears in Clio Manage
- Contact
- Searched by email and phone. Updated if found, created if new, no duplicates.
- Note
- Attached to the contact with conversation summary, lead qualification (yes/no with reason), priority score (0–10), and a link to the full transcript.
What this means for your firm
Keep using Clio Manage exactly as you do today. Lexidesk just makes it better.
Contacts & notes created instantly
New or existing contacts are matched by email or phone. A detailed note is added with every case.
Detailed notes on every case
Conversation summary, lead qualification, priority score, and a link to the full transcript.
Zero disruption to your workflow
Your team keeps working in Clio exactly as they do today. Lexidesk just fills it with data.
See Lexidesk work with your Clio Manage
Book a 30-minute demo. We'll show you how conversations flow into Clio Manage, live.