Integrations · Legal
AgentWorks agents connect to Clio and automate client intake and matter work.
Practice management software for law firms. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.
Get my Industry AssessmentWhat the agent does in Clio
- Your intake agent answers every potential client call and records the facts of the matter.
- It schedules the consultation and sends the intake form.
- It tells existing clients where their matter stands without interrupting the attorney.
Where the work is recorded
An agent that cannot record what it did is a chatbot. Every agent writes intake answers, conflicts checked and next steps, on the matter, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.
