Clio + NextPhone
NextPhone answers your firm's calls 24/7, qualifies potential clients, then texts them your Clio Grow intake link.
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ClioNextPhone integration with Clio
Overview
Clio is where your law firm manages cases, billing, and client intake. Clio Grow handles your lead pipeline and online scheduling. NextPhone is the AI that answers your firm's phone 24/7. When a potential client calls, the AI answers their questions about your practice areas, qualifies their legal issue, and texts them your Clio Grow intake link. They book a consultation and complete intake forms before you ever pick up the phone.
How it works
A potential client calls your firm. NextPhone answers instantly. They ask whether you handle custody cases, what a consultation costs, or how soon they can meet with an attorney, the AI answers from your firm info. It asks about their situation, captures key details, and determines if it's a fit. Then it texts them a link to your Clio Grow intake page. They book a consultation and fill out intake forms. Your team reviews qualified leads with full context.
Capabilities
- Answer practice questions - callers ask about your practice areas, fees, consultation process, the AI answers from your firm info
- Qualify potential clients - asks about their legal issue, timeline, and whether they've spoken to other attorneys
- Capture case details - gets the caller's name, number, and key facts about their situation
- Text Clio Grow intake link - sends your Clio Grow link so the caller books a consultation and starts intake forms
