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.
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?
Other Integrations
Marlie AI connects with more than just Clio. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Clio?
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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.”
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