Clio Integration

    24/7 AI Web Chat for Clio

    Capture prospective client leads 24/7 via AI web chat, route intake details to Clio, and collect Google reviews through email — zero phone line setups required for your business.

    Does EngageAgents work with Clio?

    Yes. EngageAgents is compatible with Clio via LeadConnector and standard email/webhooks. It captures website leads 24/7 via AI web chat and routes them to Clio. When a visitor chats on your website, the AI qualifies the lead, runs intake screening, and creates a new contact and matter in Clio — no manual entry required. EngageAgents also optimizes your Google Business Profile and collects reviews through email. Setup is done-for-you and done-for-you setup.

    What the integration does

    Web chat leads route to Clio

    When a visitor engages with the AI chat widget, their intake details — name, contact, matter type, urgency — route to Clio via LeadConnector and standard email/webhooks. New contacts and matters are created with zero manual entry.

    24/7 lead capture — no phone line

    The AI chat widget captures website visitors around the clock, even after hours. Prospective clients are qualified and routed to Clio before they contact the next firm.

    Google Maps optimization included

    EngageAgents fixes your Google Business Profile — categories, services, hours, photos, and schema — so you rank in the Map Pack for attorney searches.

    Email-only Google review automation

    Every resolved case triggers an automated email review request. Zero SMS carrier fees for your business — just steady review velocity that lifts your ranking.

    Find Out Where Your Google Profile Is Leaking Leads

    Free 2-minute scan. No signup required.

    Clio + EngageAgents — FAQ

    Yes. EngageAgents is compatible with Clio via LeadConnector and standard email/webhooks. It captures website leads 24/7 via AI web chat and routes them to Clio — the AI qualifies leads, runs intake screening, and creates new contacts and matters automatically.