StratoSales answers incoming calls, qualifies the matter, gathers contact details, and logs every conversation. When a lead is ready, you can sync it to Clio as a Contact, Matter, or both.
Every caller gets a fast, polished intake experience. Your team gets qualified leads and structured data ready to push into Clio.
Callers reach your firm immediately. The assistant follows your script, tone, and practice-area rules.
The assistant confirms if the matter is in-scope, gathers key case details, and captures urgency.
Names, emails, phone numbers, and preferred contact times are stored in StratoSales with the full call record.
If the caller wants a follow-up, StratoSales offers available times and confirms the appointment.
Every call, lead, and recording is available in StratoSales so your team can review before syncing.
Push clean data to Clio as Contacts or Matters whenever you are ready—no messy duplicates.
StratoSales structures intake data so your Clio workspace stays clean. Send a new Contact, open a Matter, or do both.
The Clio integration keeps your intake workflow fast, professional, and fully accountable.
24/7 coverage means every prospective client reaches a live intake experience.
Your attorneys decide which leads move into Clio and when.
Listen to recordings, review transcripts, and see every qualification detail.
Prospects get answers, follow-ups, and a polished first impression.
Book a demo and watch a lead move from call to Clio in minutes.