24/7 AI Legal Intake & Client Sync for Clio
Automate prospective client intake and log consultation details into Clio Grow and Clio Manage via open API.
Does EngageAgents integrate with Clio?
Yes. EngageAgents integrates with Clio to answer every call 24/7, run custom intake screening questions, book consultations directly into your calendar, and sync new contacts and matters to Clio automatically. When a potential client calls, the AI qualifies the lead, books the consultation, and creates the Clio record — no manual entry required. Setup is done-for-you and live in 48 hours.
What the integration does
Intake data syncs to Clio
Every call's intake data — name, contact, matter type, conflict check, urgency — syncs to Clio automatically. New contacts and matters are created with zero manual entry.
Books consultations into your calendar
Qualified leads get a consultation booked directly into your calendar and synced to Clio. No phone tag, no back-and-forth scheduling.
24/7 after-hours intake answering
Potential clients who call after hours get a live answer, full intake screening, and a booked consultation — before they call the next firm.
Consistent intake screening
The AI asks the same qualifying questions every time — practice area, matter type, conflict check — so no critical intake detail is missed.
Stop dropping calls. Start booking revenue.
Live in 48 hours. No contracts. Done-for-you setup.
Solution-aware? Call the live AI demo line now. Still researching? Run the free scan.
Clio + EngageAgents — FAQ
Yes. EngageAgents integrates with Clio to answer calls 24/7, run intake screening, book consultations, and sync new contacts and matters to Clio automatically with no manual entry.
When a potential client calls, the EngageAgents AI answers on the first ring, asks your custom intake questions, books a consultation if qualified, and creates a new contact and matter in Clio — all automatically.
Yes. EngageAgents creates new contacts and matters in Clio automatically based on the intake data captured during the call — practice area, matter type, and client details sync with no manual entry.
EngageAgents integrates with Clio and is fully live in 48 hours. The done-for-you setup includes configuring your AI voice, intake questions, and the Clio sync.
No. The Clio integration is included in all EngageAgents plans at no additional cost. Pricing is flat-rate: $297–$797/month with no per-minute charges.