AI receptionist for Clio: New client calls, ready in Clio.
Your receptionist answers new client calls, asks your intake questions and adds an intake note to the contact in Clio, so you start every consultation prepared.
Clio is coming soon. It isn't available to connect yet. Until then, every intake comes to you as a summary by email and in your dashboard.
30 free minutes · No credit card · Set up in about 10 minutes
Last updated
After a call
An intake note on the contact in Clio.
- The caller is matched by phone or email, or added as a new contact
- An intake note with the summary and the answers to your intake questions
- Any consultation it booked is on the note too
- It never opens a matter. You decide who becomes a client
What lands in Clio
A contact with an intake note
- Contact
- Name, phone and email
- Intake
- Your questions and their answers
- Note
- Summary, lead score and any consultation booked
For Clio Manage accounts in the United States.
Setup
Three steps, once it's switched on.
Clio isn't available to connect yet. This is how it will work.
- 1
Set up your receptionist
Start free, pick your type of business and add your website. About ten minutes, on your phone.
- 2
Connect Clio
In Settings, press Connect and sign in to Clio Manage.
- 3
Make a test call
Talk to your receptionist in your browser, then find the intake note in Clio.
A good fit with Clio for
No. It adds or updates the contact and leaves an intake note. Opening a matter stays your decision.
Clio Manage accounts in the United States. You sign in to Clio from Settings in your dashboard.
Both. The same receptionist answers your phone and the chat on your website, and both are handled the same way.
Not yet. Clio is coming soon. Until then, every intake comes to you as a summary by email and in your dashboard.
Plans start at $99 a month with 200 call minutes included. You can try it first with 30 free minutes, no credit card and no contract.
Never miss a new client call.
Set up your receptionist free today and test it in your browser.
30 free minutes · No credit card · Cancel any time