Clio AI receptionist integration for law firms

Give new inquiries and current clients different paths

A person asking whether you take a type of case needs a different conversation from a current client trying to reach their attorney. We build that distinction into your greeting and questions. Your firm chooses the practice areas, locations and basic screening questions the Smart Receptionist Agent™ may use.

For example, a prospective client calls while your staff are meeting with someone. The agent can collect a name, callback number, general matter type and preferred next step. An existing client can instead be directed toward the right team, using an approved live lookup where appropriate. These are illustrative intake paths, not a promise that every Clio record or action is available.

Decide what belongs in Grow and Manage

Before we connect anything, identify which system your team uses for prospective-client intake and which it uses for current matters. Bring an example of the information staff need after each kind of call. We confirm the specific lookup and logging actions for that workflow rather than treating access to one system as permission to use everything in both.

• Choose the fields the agent may read during a call.
• Set the information it should collect from new callers.
• Name the person responsible for checking intake details.
• Decide which questions always require your staff.

Keep sensitive questions with your firm

An AI receptionist can help a caller take the next step without assessing the strength of a case. Your attorneys should handle legal advice, conflicts decisions and promises about representation. Define those boundaries before launch. A caller asking about a filing deadline should have a clear route to a person, rather than an improvised answer.

We can configure a warm transfer with a whisper briefing, routing by business hours and holidays, and a backup group if nobody answers. Your firm approves the wording for a missed transfer and what happens next. An AI summary after every call helps staff review what was requested; it does not establish an attorney-client relationship.

What to bring to the build call

Bring your Clio Grow/Manage workflow, intake questions, office hours, transfer numbers and the information callers should never hear from an automated agent. We test a new inquiry, an existing-client call, an ambiguous identity match and an unanswered transfer before launch. We also agree who checks the first call summaries and tells us what to tune.

A friendly note: have your firm review privacy and intake wording for its own obligations.