Clio Manage Integration

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Prerequisites

1. An active Clio Manage account.
2. An OpenMic account with at least one agent created.
3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Clio Manage Account

1. Go to Integrations in your OpenMic Dashboard.
2. Locate the Clio Manage card.
3. Click Connect Clio Manage.
4. Log in and approve access.

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Step 2: Add Clio Manage Tools to an Agent

1. Navigate to Dashboard → Simple Agents.
2. Select or create an agent.
3. Open the Custom Functions tab.
4. Click Add Function and choose from:
   • Clio Manage Contact Create — Create a new contact
   • Clio Manage Contact Get — Look up an existing contact
   • Clio Manage Calendar Check Availability — Check open time slots
   • Clio Manage Calendar Create Event — Book an appointment
5. For Contact Create and Contact Get, a Test Phone Number field is available for web call testing.
6. For Check Availability and Create Event, you’ll need to select a Calendar from the dropdown (pulled from your Clio Manage account) and optionally set a Timezone.
7. For Create Event, you can also configure:
   • Duration — Meeting length in minutes (default: 30)
   • Don’t Allow Double Booking — Prevents conflicts with existing events

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Step 3: Configure Your System Prompt

You are a scheduling assistant for [Your Law Firm]. You help clients book consultations.

Today's date and time is {{now.est}}.

Your Approach:
Greet the caller and collect their name and email. Use `clio_lookup_contact` to check if they exist. If not, create them with `create_clio_contact`. Then ask when they'd like to meet, check availability with `check_clio_calendar_availability`, and book with `create_clio_calendar_event`.

Key Rules:
- Always look up contacts before creating new ones
- Check availability before confirming any appointment time
- Confirm the appointment details before booking

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Available Tools

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Clio Manage Contact Create

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Clio Manage Contact Get

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Clio Manage Calendar Check Availability

• Calendar — Select from your Clio Manage calendars (required)
• Timezone — Business timezone (default: Eastern Time)

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Clio Manage Calendar Create Event

• Calendar — Select from your Clio Manage calendars (required)
• Duration — Meeting length in minutes (default: 30, range: 5-480)
• Event Description — Optional description for the event
• Don’t Allow Double Booking — Prevent scheduling conflicts