How SONIQ connects to Clio
The SONIQ AI agent can autonomously read and write to this system during live calls. Create contacts, update records, log call outcomes — all without the agent lifting a finger.
Full bidirectional REST API integration. Contact lookup on inbound calls, automatic call logging, record updates, and post-call sync happen in real time.
Push events from SONIQ to this system the moment they happen — missed call, voicemail, call ended, agent disposition. Trigger automations without polling.
The instant an inbound call arrives, SONIQ matches the caller's number against this system and surfaces the record on screen before the agent picks up.
Connect once via OAuth 2.0. No passwords stored. Revoke access at any time from either side. Credentials are encrypted at rest.
Screen pop
The moment an inbound call arrives, SONIQ matches the caller's number against Clioand surfaces the most relevant data — before the agent picks up. Typical lookup time under 300ms.
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Matched in Clio
What you can do with SONIQ + Clio
Matter reference, client name, practice area and fee earner shown on ring
Call logged against the matter with time entry created automatically
New enquiry calls trigger matter creation workflow
Case status and next steps surfaced to fee earner during call
Data accessed
SONIQ requests only the minimum scopes needed. All data is processed in transit and never stored on SONIQ servers beyond the active call session.
Connect SONIQ to Clio
See the screen pop, CRM sync, and AI call actions live — configured for your exact setup.
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