AI Phone Agent for Clio: Intake Clients, Book Consultations – Automatically.
No missed client call: the AI agent intakes new clients, books consultations, and retrieves case status – synced directly into Clio.
The Phone Problem in Law Firms
Without AI Agent
After-hours calls go to voicemail – client contacts another firm.
Client intake takes 20 min manually – valuable attorney time lost.
Appointment scheduling via callback: time-consuming and error-prone.
Case status inquiries block the reception for hours.
With OverStartup AI Agent
AI answers instantly – 24/7, including weekends and holidays.
New clients are fully intaked during the call and created in Clio.
Consultations are booked live – based on availability in Clio.
Case status inquiries are answered via API – no human intervention needed.
What the AI Agent Does for Clio
Every Client Call Answered Instantly – Around the Clock
The AI agent handles calls naturally, identifies existing clients in Clio, recognizes the matter, and routes to the right attorney.
Directly in Clio: Matters, Appointments, Communication
The agent uses the Clio REST API V4 for all actions – reading and writing in real time.
Client & Attorney Instantly Informed
After every call, client and attorney receive automatic notification. The call is saved as a Clio note.
Your consultation #CL-2024-0342 is confirmed: Wed Jan 15, 2:00pm, Atty. Fischer. Please bring all termination documents.
New client inquiry: Sandra Müller, Employment Law, termination without cause. Appointment: Wed Jan 15, 2:00pm.
Call 10:14–10:17. Sandra Müller. Issue: Termination without cause, 5 years tenure, 2-week filing deadline. Matter #CL-2024-0342 created.
Technical Integration
AI Agent vs. Law Firm Reception
| Feature | Reception | OverStartup AI |
|---|---|---|
| Availability | Mon–Fri 8am–6pm | 24/7 |
| Client intake | 20 min manual | < 60 sec automatic |
| Appointment booking | Callback required | Live in Clio |
| Case status | Check manually | API query instantly |
| Routing | 1 attorney | By practice area |
| Cost | €3,000+/month | Fixed monthly fee |
OverStartup integrates Dialo Voice – our own AI phone platform – directly into your software.
Dialo Voice is our next-generation AI phone assistant platform: 30+ languages, sub-600ms response time, 250+ integrations, GDPR-compliant on EU servers. OverStartup configures and connects Dialo Voice to your business software – zero technical effort on your part.
Our AI Phone Agents for Other Platforms
OverStartup connects AI phone agents to leading business software – 24/7 call handling, automated actions, no receptionist needed.