Sarah 24/7 + Clio
Law firms on Clio stop losing clients to voicemail — intake answered around the clock.
Works with Sarah 24/7
How the Clio + Sarah 24/7 AI receptionist pairing works
Clio manages your matters, time, and billing. Sarah manages the moment before any of it exists: the intake call. Every call answered live 24/7, potential clients screened with questions you approve, consultations booked onto your calendar, and missed callers texted back before they dial the next firm in the results.
The pairing works today through connected-calendar booking, contact push through GoHighLevel, or a Zapier or Make bridge that carries intake details toward your Clio workflow. Firms with specific conflict-screening or intake sequences can request custom wiring during white-glove onboarding — built around your process, reviewed by you.
- Intake calls answered live, including nights and weekends
- Potential clients screened with firm-approved questions
- Consultations booked onto your connected calendar
What Clio sees after the phone rings
A potential client calls at 8pm about a matter you may or may not take. Sarah runs your intake — matter type, jurisdiction, dates, the conflicts questions you have approved — books the consultation if it qualifies, and passes everything through with the recording attached. No legal advice is given, and she says so plainly if asked.
What lands in Clio: a screened enquiry — through your calendar, your CRM or an automation step, since Clio has no native connector.
Setting it up
- Connect the system. Practice management or CRM connected during onboarding with scoped access.
- Build the intake. Your matter types, your qualifying questions, and the conflicts checks you want asked up front.
- Set the boundaries. What is never answered on the phone, and what routes straight to an attorney.
- Run a live test call. A test intake runs end to end so you can read exactly what a client would produce.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
Clio questions
Is this a native integration?+–
Not yet. Sarah works alongside Clio today via connected-calendar booking, contact push through GoHighLevel or a Zapier or Make bridge, and custom wiring during white-glove onboarding on request. Matter management stays entirely in Clio.
Does Sarah give legal advice?+–
Never. Sarah handles intake and scheduling only: what happened, when, where, contact details, and your screening questions. She is explicit that she is not an attorney, and anything substantive becomes a documented message for your team.
Why do after-hours calls matter for a firm?+–
People call lawyers when something has just happened — an arrest, an accident, a dispute — and that is rarely during business hours. The firm that answers at that moment usually gets the client; the one whose voicemail picks up usually does not.
Related tools
Put Sarah in front of Clio
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime