For firms that use Clio, the agent can work from the same place your team keeps matters and contacts. On an intake call it can note the caller's details and the answers to your screening questions, then create or update a contact and log a summary against it. Staff open Clio and find the call already written up.
The agent gathers facts. It does not give legal advice or decide whether a matter is accepted. Anything that touches privileged material, conflicts or fees goes to a lawyer. You choose which records the agent can read and which it can create, and we keep access limited to what the workflow needs. Existing clients who call about a matter can leave a message that is logged to the file and sent to the responsible fee-earner.
Before the build, decide how callers should be matched to records, for example by phone number or by name. Tidy duplicate contacts if you can, because they cause confusion for people and for agents. Pick one person at the firm to answer questions during setup. We test the link with sample calls and show you the entries so you can check they sit where you expect.
Ask yourself what a fee-earner should see when they open a file after an intake call. A short summary, the answers to screening questions and the caller's preferred time to be reached are usually enough. We design the entry around that, so it reads like a good handover note rather than a transcript dump.