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Turn every call into a Clio-ready lead.

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.

AI intake with Clio

How the Clio integration works

Every caller gets a fast, polished intake experience. Your team gets qualified leads and structured data ready to push into Clio.

AI answers every call

Callers reach your firm immediately. The assistant follows your script, tone, and practice-area rules.

Qualification happens live

The assistant confirms if the matter is in-scope, gathers key case details, and captures urgency.

Contact info is collected

Names, emails, phone numbers, and preferred contact times are stored in StratoSales with the full call record.

Follow-ups get scheduled

If the caller wants a follow-up, StratoSales offers available times and confirms the appointment.

Attorneys review everything

Every call, lead, and recording is available in StratoSales so your team can review before syncing.

Sync to Clio on demand

Push clean data to Clio as Contacts or Matters whenever you are ready—no messy duplicates.

Send lead data to Clio the way you want

StratoSales structures intake data so your Clio workspace stays clean. Send a new Contact, open a Matter, or do both.

Contacts

  • Create a contact with full name, phone, email, and intake notes.
  • Add lead source, practice area, and priority tags.
  • Keep the call summary attached for quick review.

Matters

  • Open a matter with case type, summary, and urgency.
  • Tie the matter to the captured contact automatically.
  • Give attorneys a ready-to-review intake package.

Built for busy law firms

The Clio integration keeps your intake workflow fast, professional, and fully accountable.

Never miss a call

24/7 coverage means every prospective client reaches a live intake experience.

Full control over sync

Your attorneys decide which leads move into Clio and when.

Complete call history

Listen to recordings, review transcripts, and see every qualification detail.

Better client experience

Prospects get answers, follow-ups, and a polished first impression.


See the Clio integration in action

Book a demo and watch a lead move from call to Clio in minutes.