--- title: "Clio AI Receptionist | Auto-Intake into Clio · 24/7" description: "Clio AI receptionist that runs legal intake 24/7 with conflict prep and writes matters into Clio Grow or Clio Manage automatically. From $199/mo." url: "https://ringthepro.com/integrations/clio" component: "landing/vertical" format: "markdown" --- Clio AI receptionist Clio AI Receptionist: Drop Legal Intake into Clio Grow + Manage 24/7 ==================================================================== A 24/7 AI legal intake desk that runs conflict-check prep, captures all-party names, and writes the new matter into Clio Grow or Clio Manage automatically. Hear the live flow ### Enter your number and the demo calls you back. Demo length 10s Your phoneCountry calling code Industry Real outbound call. 10-second preview. No signup required. One demo per phone. Keep your existing number Setup in 5 minutes Test before forwarding What changes The clio call flow without the voicemail gap. --------------------------------------------- One simple loop: answer the call, collect the context, and put the next action in front of the right person. ### Answer before voicemail Busy, missed, and after-hours clio calls get a real greeting while the lead is still warm. ### Capture the right details The AI asks for the caller, reason, urgency, service need, and best callback path. ### Send the next action Your team gets the transcript, recording, summary, and follow-up cue without replaying voicemail. Missed-call math Most law firms re-key 10–20 minutes per legal-intake call into Clio. Multiply by 50 new intakes a month = a full day of paralegal time. --------------------------------------------------------------------------------------------------------------------------------------- Ring The Pro's Clio integration runs the conflict-check intake the AI is good at — caller name, opposing party, case type, urgency — and writes the new matter into Clio Grow or Clio Manage with the AI call recording attached. Paralegal walks into a clean queue, not a voicemail box. Typical job $3,000 Missed weekly 2 Annual leak $312,000 How it works How Ring The Pro answers clio calls in three steps. --------------------------------------------------- No new phone hardware, no rewriting your number, no porting. Forward only the calls you choose. 1. Step 1### Connect Clio via OAuth Authorize Ring The Pro with your Clio Grow or Clio Manage account. Map your practice areas, intake fields, and conflict-check rules in 10 minutes. 2. Step 2### Train the legal intake script Tell us your practice areas, qualifying questions, and conflict-prep fields. The AI legal intake script writes itself in under 5 minutes. 3. Step 3### Paralegal sees clean Clio matters Every after-hours and overflow legal call lands in Clio as a new matter with conflict-check intake + AI recording. Paralegal vets and the assigning attorney calls back during business hours. Built in Scripts that sound like clio, not a generic call center. -------------------------------------------------------- Keep the page simple for the buyer. Keep the operating details structured for your team. Conflict-check intake with all-party-name capture Case type tagging (PI, family, estate, immigration, criminal, business) Statute-of-limitations urgency triage for PI matters Insurance-claim intake for medical-malpractice and PI Bilingual English/Spanish for diverse intake markets New matter creation in Clio Grow (intake stage) or Clio Manage Trust-deposit and retainer routing prep After-hours and weekend coverage at flat $199/mo Proof point > “We were paying $400/mo for a human legal answering service that still required us to re-type the intake into Clio. Ring The Pro at $199 writes the intake AND saves the paralegal 10 minutes per call.” Mike T., Turner Injury Law Saved $200/mo + ~8 hours/week of paralegal time Integrations Plays with the tools clio already uses. --------------------------------------- Built to drop into the existing dispatch, intake, and records stack instead of replacing it. ### Clio Grow New legal intake lands in Clio Grow with practice area, all-party names, urgency, and the AI call recording attached. ### Clio Manage Drop conflict-prepped intake into Clio Manage as a new matter for the assigning attorney to vet. ### MyCase Multi-platform firms can run Ring The Pro into both Clio and MyCase from a single AI configuration. Comparison clio answering options compared at a glance. -------------------------------------------- Clio integration options compared. Most "Clio answering services" capture the call but require paralegal re-entry; Ring The Pro writes the matter into Clio automatically with conflict-prep done. Capability Ring The Pro Voicemail In-house hire Answering service Answers every call Ring The Pro Voicemail In-house hire Answering service 24/7 coverage Ring The Pro Voicemail In-house hire Answering service Captures lead details Ring The Pro Voicemail In-house hire Answering service Books appointments Ring The Pro Voicemail In-house hire Answering service Keep your number Ring The Pro Voicemail In-house hire Answering service Under $100 per month Ring The Pro Voicemail In-house hire Answering service Plans Pick the call volume. Tune the script after checkout. ----------------------------------------------------- The first decision is simple: how many minutes do you need covered each month? Starter ### For owner-operators and single-location shops. $49 / month Included minutes 200 Overage $0.25/min - 24/7 call answering - 1 local phone number - Lead capture and SMS recap - Call transcript and recording history - Missed-call text back [Start setup](https://ringthepro.com/register)Pro ### For growing practices and dispatch-heavy teams. Best fit $199 / month Included minutes 600 Overage $0.20/min - Everything in Starter - Custom call scripts - CRM and calendar sync prep - Appointment booking workflows - Priority onboarding support [Start setup](https://ringthepro.com/register)Business ### For multi-location teams and compliance-heavy ops. $499 / month Included minutes 2000 Overage $0.15/min - Everything in Pro - Multi-location routing - HIPAA-ready operating mode - White-label caller ID options - Priority support and escalation rules [Start setup](https://ringthepro.com/register) Related pages Answering-service pages buyers compare next. -------------------------------------------- Keep moving through the closest-fit page, then use pricing when the buyer is ready to test the call flow. [Answering Service ### Answering Service for Small Business — Live AI, $49/mo Open page](https://ringthepro.com/answering-service) [AI Phone Answering ### AI Phone Answering Service That Answers, Qualifies, and Books Open page](https://ringthepro.com/ai-phone-answering-service) [AI Answering Service ### AI Answering Service That Actually Books the Lead Open page](https://ringthepro.com/ai-answering-service) [AI Receptionist ### AI Receptionist That Sounds Like a Real Front Desk Open page](https://ringthepro.com/ai-receptionist) FAQ Clio teams ask these questions first. ------------------------------------- #### What is a Clio AI receptionist? A Clio AI receptionist is an AI phone answering system that captures legal intake calls and writes the structured matter (caller, all-party names, case type, urgency) into Clio Grow or Clio Manage automatically — no paralegal re-keying. Ring The Pro is a Clio-integrated AI receptionist that handles 24/7 legal intake and runs conflict-check prep on every call. #### How does the Clio integration work? You forward missed and after-hours legal calls to Ring The Pro. The AI runs conflict-check intake (caller name + opposing party + other parties named), captures case type and urgency, and writes the new matter into Clio Grow or Clio Manage via the Clio API. Paralegal vets in the morning queue. #### Does it integrate with Clio Grow or Clio Manage? Both. You can configure Ring The Pro to drop intake into Clio Grow (intake-stage CRM) for new leads or directly into Clio Manage as a matter for established clients. #### Can it run conflict-check intake? Yes. The AI captures the caller name plus all opposing parties named in the call. The structured all-party data makes it easy for the paralegal to run a real conflict check before the firm calls back. #### Does it work for PI, family, estate, and immigration practice? Yes. You configure separate intake scripts per practice area. PI captures statute-of-limitations and medical history flags; family captures custody and asset basics; estate captures decedent status; immigration captures visa type and country. #### Is the Clio AI receptionist HIPAA-compliant? The Business plan ($499/mo) is designed for HIPAA-ready operating mode for matters that touch protected health information (medical malpractice, etc.). Talk to us before forwarding clinical-detail intake. #### How much does the Clio integration cost? Pro plan at $199/mo includes Clio integration. Business plan at $499/mo adds HIPAA-ready mode and multi-location routing. #### How fast can the Clio integration go live? About 10–15 minutes once you OAuth into Clio. Test on a sandbox matter before forwarding real client calls. Ready when you are Try the demo call, then choose the plan that fits your call volume. ------------------------------------------------------------------- [Create account](https://ringthepro.com/register) [See pricing](https://ringthepro.com/pricing) ## Structured Reference ### Trust Points - Keep your existing number - Setup in 5 minutes - Test before forwarding ### Features - Conflict-check intake with all-party-name capture - Case type tagging (PI, family, estate, immigration, criminal, business) - Statute-of-limitations urgency triage for PI matters - Insurance-claim intake for medical-malpractice and PI - Bilingual English/Spanish for diverse intake markets - New matter creation in Clio Grow (intake stage) or Clio Manage - Trust-deposit and retainer routing prep - After-hours and weekend coverage at flat $199/mo ### Testimonial > We were paying $400/mo for a human legal answering service that still required us to re-type the intake into Clio. Ring The Pro at $199 writes the intake AND saves the paralegal 10 minutes per call. Mike T. | Turner Injury Law | Saved $200/mo + ~8 hours/week of paralegal time ### Demo Call - Weekly demo calls in the last 7 days: 5 - Demo length: 10 seconds - Demo script: Hello, welcome to Ring The Pro. I am your AI call desk. Tell me what is going on, and I will capture the details and send your team the next step right away. - Demo audio: https://ringthepro.com/audio/ring-the-pro-demo.mp3 ### Related Answering Service Pages - [Answering Service for Small Business — Live AI, $49/mo](https://ringthepro.com/answering-service) - [AI Phone Answering Service That Answers, Qualifies, and Books](https://ringthepro.com/ai-phone-answering-service) - [AI Answering Service That Actually Books the Lead](https://ringthepro.com/ai-answering-service) - [AI Receptionist That Sounds Like a Real Front Desk](https://ringthepro.com/ai-receptionist) ### Plans #### Starter - $49/month For owner-operators and single-location shops. - Included minutes: 200 - Overage: $0.25/min - 24/7 call answering - 1 local phone number - Lead capture and SMS recap - Call transcript and recording history - Missed-call text back #### Pro - $199/month For growing practices and dispatch-heavy teams. - Included minutes: 600 - Overage: $0.20/min - Everything in Starter - Custom call scripts - CRM and calendar sync prep - Appointment booking workflows - Priority onboarding support #### Business - $499/month For multi-location teams and compliance-heavy ops. - Included minutes: 2,000 - Overage: $0.15/min - Everything in Pro - Multi-location routing - HIPAA-ready operating mode - White-label caller ID options - Priority support and escalation rules ### Capability Comparison | Capability | Ring The Pro | Voicemail | In-house hire | Answering service | | --- | --- | --- | --- | --- | | Answers every call | Yes | No | Yes | Yes | | 24/7 coverage | Yes | No | No | Yes | | Captures lead details | Yes | No | Yes | Yes | | Books appointments | Yes | No | Yes | No | | Keep your number | Yes | Yes | Yes | Yes | | Under $100 per month | Yes | Yes | No | No | ### FAQ #### What is a Clio AI receptionist? A Clio AI receptionist is an AI phone answering system that captures legal intake calls and writes the structured matter (caller, all-party names, case type, urgency) into Clio Grow or Clio Manage automatically — no paralegal re-keying. Ring The Pro is a Clio-integrated AI receptionist that handles 24/7 legal intake and runs conflict-check prep on every call. #### How does the Clio integration work? You forward missed and after-hours legal calls to Ring The Pro. The AI runs conflict-check intake (caller name + opposing party + other parties named), captures case type and urgency, and writes the new matter into Clio Grow or Clio Manage via the Clio API. Paralegal vets in the morning queue. #### Does it integrate with Clio Grow or Clio Manage? Both. You can configure Ring The Pro to drop intake into Clio Grow (intake-stage CRM) for new leads or directly into Clio Manage as a matter for established clients. #### Can it run conflict-check intake? Yes. The AI captures the caller name plus all opposing parties named in the call. The structured all-party data makes it easy for the paralegal to run a real conflict check before the firm calls back. #### Does it work for PI, family, estate, and immigration practice? Yes. You configure separate intake scripts per practice area. PI captures statute-of-limitations and medical history flags; family captures custody and asset basics; estate captures decedent status; immigration captures visa type and country. #### Is the Clio AI receptionist HIPAA-compliant? The Business plan ($499/mo) is designed for HIPAA-ready operating mode for matters that touch protected health information (medical malpractice, etc.). Talk to us before forwarding clinical-detail intake. #### How much does the Clio integration cost? Pro plan at $199/mo includes Clio integration. Business plan at $499/mo adds HIPAA-ready mode and multi-location routing. #### How fast can the Clio integration go live? About 10–15 minutes once you OAuth into Clio. Test on a sandbox matter before forwarding real client calls.