AI voice agents that work inside your law firm’s CRM
Connect AgentVoice to Clio and give your voice agents access to client records, matter details, and intake workflows during live phone calls. Your agents can identify existing clients, capture new leads, and schedule consultations — all while speaking naturally to callers and keeping everything logged in Clio.
For law firms running on Clio Manage and Clio Grow, this means every call gets handled with the same context your front desk has. New leads go through your intake process. Existing clients get answers without being put on hold. And every interaction is documented on the right matter, ready for billing or follow-up.
What your agent can do
During the call
- Identify Existing Clients — Match incoming callers to their Clio contact record by phone number and access their matters, upcoming deadlines, and recent communications.
- Run Conflict Checks — Search Clio for potential conflicts of interest before engaging with a new prospective client, flagging any matches for attorney review.
- Check Attorney Availability — Query Clio calendars to find open consultation slots and offer callers real appointment times during the conversation.
After the call
- Create Intake Records — New prospective clients get a Clio Grow lead record with contact information, practice area, and case details captured during the call.
- Log Communications — Every call is logged as a communication entry on the relevant matter with duration, summary, and key details for the attorney’s review.
- Schedule Consultations — Book consultation appointments into Clio calendars with the right attorney, practice area, and preparation notes attached.
- Create Tasks — Generate follow-up tasks assigned to the appropriate attorney or paralegal with deadlines and full context from the conversation.
Use Cases
New Client Intake
- Voice agent answers prospective client calls, captures their situation, practice area, and urgency level through natural conversation
- Creates a lead in Clio Grow with all intake details and runs an initial conflict check before booking
- Schedules a consultation with the right attorney based on practice area and availability in Clio’s calendar
Existing Client Case Updates
- Agent identifies the caller as an existing client and pulls their active matters and recent activity from Clio Manage
- Provides status updates on upcoming deadlines, filed documents, or scheduled court dates from the matter timeline
- Logs the call as a billable or non-billable communication entry and creates follow-up tasks if the client raised new issues
After-Hours Call Coverage
- Every call outside business hours is answered by a voice agent with full access to Clio client and matter data
- Urgent matters are flagged with high-priority tasks and immediate attorney notification
- Non-urgent calls are logged with detailed summaries and consultation appointments are offered for the next business day