Legal Receptionist that streamlines your intake in Clio
Manage your intake more efficiently with Reflekt Legal and Clio with confidence
See how AI intake works with Clio
Reflekt Legal + Clio
Clio Integration Details
Reflekt Legal integrates directly with Clio so qualified leads, matter details, and client information flow into your workspace automatically.
Your intake team no longer needs to re-enter data or chase down missing information. Every conversation your AI Legal Receptionist handles is logged, structured, and pushed into Clio in real time.
Key Features
How Legal Receptionist works with Clio
Some of the actions that our AI legal receptionist can do in Clio.
Create New Contacts
Your AI Legal Receptionist can create new contacts in Clio and categorize them based on their conversation, case type, and intake responses.
Update Existing Contact Info
Your AI Legal Receptionist can update contact details in Clio in real time, without any manual effort.
Add Tasks
Your AI Legal Receptionist can create follow-up tasks in Clio automatically based on intake outcomes, so your team never misses the next step.
Upload Documents
Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in Clio.
Update Statuses
Your AI Legal Receptionist can update lead and matter statuses based on conversation outcomes, keeping your pipeline current without manual intervention.
Look Up Matters
Your AI Legal Receptionist can search existing matters in Clio during conversations, pulling relevant history to provide context-aware responses.
Tailored to your own operations
Your AI receptionist runs intake operations directly from within your CRM & practice management system. No extra tools to manage, no duplicate workflows. Everything stays in Clio where your team already works.
Get Started with AI Intake in Clio
Go live in days, not months. Here is how simple the process is.
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