Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.
When we receive a call or chat for you, Smith.ai automatically syncs caller information and details to Clio. If it's an existing client, we add a phone/chat communication to the record. If it's a new client, we automatically create a new contact object for the person. From that point on, all calls/chats from or to that contact are updated as you would expect in Clio.