Never Miss A New Client Call — Direct To Clio
Marlie AI answers every potential client call 24/7, runs your intake script, and creates Contacts, Matters, and Tasks in Clio Manage and Clio Grow with the full call context attached.
Built for solo and small law firms running on Clio
Most new client calls to a law firm happen at the worst time — evenings, weekends, or while attorneys are in court. Voicemail loses cases, and front-desk staff can't always run a thorough intake on the spot.
Marlie AI gives Clio firms a 24/7 intake associate. Calls are answered, conflict-relevant details are captured, and qualified prospects are pushed into Clio Grow as Inquiries and into Clio Manage as Contacts and Matters — with the full call summary, transcript, and recording attached.
Also useful: AI receptionist for law firms.
What You Get with Marlie + Clio
Everything you need to connect your phone calls with Clio — fully automated, zero manual work.
Custom Intake Script
Marlie runs your firm's intake script on every call — practice area, jurisdiction, opposing party, key facts — and captures answers consistently.
Auto-Create Contacts & Matters
New callers become Clio Contacts and, when appropriate, Matters in the correct practice area with custom fields populated.
Clio Grow Inquiries
Every qualified call lands in Clio Grow as a new Inquiry with full intake notes, source attribution, and assigned team member.
Conflict-Check Friendly Intake
Marlie collects opposing-party names and key facts up front so your conflict-check workflow can run before any commitment is made.
Calendar & Consultation Booking
Qualified callers can book paid or free consultations on the right attorney's Clio calendar, with reminders and confirmation handled.
Call Notes & Recordings On The Matter
Full call summary, transcript, and a link to the recording are attached to the Clio Contact or Matter for easy attorney review.
How It Works
Get up and running with Clio in minutes — no coding required.
Connect Clio
Authenticate Clio Manage and Clio Grow in the Marlie dashboard via OAuth. Works across solo, small, and mid-size firm plans with API access.
Configure Your Intake
Define practice areas, intake questions, conflict-check requirements, and which calls should create a Matter vs. just a Contact.
Marlie Answers 24/7
Inbound calls are answered around the clock. Marlie runs the intake, captures all qualifying details, and confirms next steps.
Clio Stays Current
New Inquiries in Clio Grow, Contacts and Matters in Clio Manage, and Tasks for the assigned attorney — all created automatically.
Built for Real Scenarios
See how businesses use Marlie + Clio to capture more leads and streamline operations.
Personal Injury Firms
A PI firm runs ads and pays heavily per call. Missed after-hours calls are lost cases worth tens of thousands.
Marlie answers every call, runs the PI intake script, captures incident details and injuries, and lands a fully qualified Inquiry in Clio Grow within minutes.
Family Law Solo Practices
A solo family law attorney can't answer the phone during hearings or consultations.
Marlie handles intake calls, books a paid consultation on the attorney's Clio calendar, and creates a Contact and Matter ready for review.
Multi-Practice Firms
A small firm handles estate, real estate, and small business matters and needs to route intake to the right attorney.
Marlie identifies the practice area on the call, creates the Matter in the correct area, and assigns the Task to the right attorney in Clio.
Frequently Asked Questions
Common questions about the Marlie AI + Clio integration.
Does Marlie work with both Clio Manage and Clio Grow?
Can Marlie support a conflict-check workflow?
Can Marlie book paid consultations?
How does Marlie handle confidential information?
Will Marlie give legal advice on calls?
Are call recordings stored in Clio?
Related Integrations
Marlie AI connects with more than just Clio. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Clio?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
