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Capture Clio-ready matter intake from every call

AI conducts the initial intake, captures opposing party names, matter type, jurisdiction, and urgency — then pushes a complete matter into Clio Grow or Clio Manage for your conflict check.

Built for solo and small-firm attorneys using Clio for matter management.

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How it works

Three steps. Under 15 minutes to set up.

No code, no developer. Connect via Zapier or a direct webhook — the setup guide walks through both.

1

AI takes the intake call

RingReady answers prospect calls 24/7. Captures the structured fields your firm needs: matter type, opposing party, jurisdiction, urgency, callback time.

2

Zapier syncs to Clio

Each completed intake fires a Zap. Contact, matter, custom fields, and the call transcript push to Clio Grow (lead capture) or Clio Manage (matter intake).

3

Matter is conflict-check ready

A new matter lead lands in Clio with opposing-party fields populated. Your firm runs the conflict check; if clear, the consultation goes on the calendar.

Use cases

Where Clio shops actually use it.

  • After-hours prospect calls captured properly — you don't lose plaintiffs who call at 9pm to attorneys who answer at 9pm.
  • Personal injury and family law intake where opposing party capture is critical for the conflict check.
  • Spanish-speaking client intake handled natively, with the intake translated into English in the Clio matter.
  • Solo and small firms without a dedicated intake coordinator — AI does what an intake specialist would.
FAQ

Common questions

Is this HIPAA / PHI safe for personal injury intake?
Personal injury intake typically doesn't involve PHI in the regulated sense — injury description and medical provider names are fine. If your practice handles regulated medical records, route those discussions to a HIPAA-compliant channel after the intake.
Does it run the conflict check automatically?
No — the AI captures opposing party names but the conflict check stays with your firm. The matter lands in Clio with those fields populated so your check is fast.
What about attorney-client privilege?
Until your firm has accepted the matter, no privilege exists. The AI's intake is no different from a paralegal taking a prospective-client call. Once you accept and start representation, switch to your privileged channels.
Does it integrate with Clio Grow or Clio Manage?
Both, via Zapier. Most firms use Clio Grow for lead intake and Manage for active matters; the integration supports either or both.

Connect RingReady + Clio in 15 minutes.

$59/month flat. Every integration included. 7-day free trial — cancel anytime.

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