Starting at
$24.95
per month USD
Key benefits for your firm
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Simplify scheduling and save hours each week
Upfirst connects directly to your Clio calendar to schedule and manage appointments without manual data entry. Clients can book themselves, freeing up your team to focus on billable work. -
Never miss a client call again
With Upfirst’s AI receptionist, every call is answered instantly—day or night. Capture new leads automatically and turn missed calls into booked consultations synced with Clio. -
Convert more callers into booked clients
Upfirst turns phone inquiries into scheduled consultations, ensuring no opportunity goes unanswered. Each appointment and client record syncs instantly to Clio for effortless follow-up.
How Upfirst Virtual Receptionist works with Clio
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Integrates with Clio Manage to handle calls and automate scheduling
Upfirst integrates seamlessly with Clio to make scheduling smart and effortless. Your AI receptionist checks your availability, suggests open times, and books appointments right on your Clio calendar. Have multiple calendars? You can connect them all, so everything lands where it belongs. You can even train your receptionist to qualify leads before scheduling—asking key questions to confirm fit and gather details—so your team spends time only where it matters.
Ready to improve your workflow with Upfirst Virtual Receptionist and Clio? Get Started
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Helpful resources
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Getting set up
To get started, visit Upfirst at upfirst.ai
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Security and privacy policy
Please see Upfirst’s terms of service and privacy policy.
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Additional support
For additional support please contact Upfirst at [email protected] or visit their help center.