> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Clio Manage Integration

> Connect your OpenMic assistant to Clio Manage for contact management and calendar scheduling during live calls.

The **Clio Manage** integration lets your OpenMic agents create and look up contacts, check calendar availability, and book appointments directly from live calls.

***

## Prerequisites

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

***

## Step 1: Connect Your Clio Manage Account

1. Go to **Integrations** in your [OpenMic Dashboard](https://app.openmic.ai).
2. Locate the **Clio Manage** card.
3. Click **Connect Clio Manage**.
4. Log in and approve access.

***

## 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

<Tip>
  For a complete scheduling workflow, add all four tools: **Contact Get**, **Contact Create**, **Check Availability**, and **Create Event**.
</Tip>

***

## Step 3: Configure Your System Prompt

<Warning>
  **Always include today's date in your system prompt** to prevent the AI from misinterpreting dates.
  Add `{{now.est}}` (or your timezone like `{{now.cst}}`, `{{now.pst}}`).
  See [Dynamic Variables](/dynamic-variables) for all timezone options.
</Warning>

```text theme={null}
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
```

***

## Available Tools

### Clio Manage Contact Create

Create a new contact in Clio Manage.

**Collected from caller:** First name, last name, email, phone number.

***

### Clio Manage Contact Get

Look up an existing contact by phone number.

***

### Clio Manage Calendar Check Availability

Check available time slots on a specific Clio Manage calendar.

**Configuration:**

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

***

### Clio Manage Calendar Create Event

Book an appointment on a Clio Manage calendar.

**Configuration:**

* **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