Upfirst

Set up a Clio Manage integration so your AI receptionist automatically routes calls to the responsible attorney or staff member on a caller's matter.

How to route calls to responsible staff using Clio Manage

Alfredo Salkeld

Guides for connecting Upfirst to Clio Manage and Clio Grow.

Clio integrations

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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