TeleWizard: AI Virtual Receptionist
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Key benefits for your firm
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A True Intake Specialist with Zero Missed Calls
TeleWizard acts as a true intake specialist—screening leads, capturing full client intake, and booking consultations directly into your calendar or Clio. Only qualified leads reach your team, saving time and streamlining onboarding. Every call is answered instantly, ensuring zero missed opportunities. -
One AI Agent Across Every Client Communication Channel
TeleWizard handles client communication across phone, SMS, web chat, email, WhatsApp, Facebook, and Instagram. One AI agent keeps responses consistent while capturing intake, routing messages, and scheduling consultations—so every inquiry is handled instantly, no matter how clients reach your firm. -
Warm Transfers and Smart Scheduling for Qualified Leads
TeleWizard schedules consultations directly in your calendar and connects urgent callers through warm transfers with a brief introduction. Your team receives the context before the call, ensuring smoother conversations and faster follow-up with qualified leads.
How TeleWizard: AI Virtual Receptionist works with Clio
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Seamless Client Intake, Case Updates & Call Logging in Clio
TeleWizard integrates with Clio to automate intake and keep your records updated.
✔️ Capture full client intake during calls and messages
✔️ Create or update contacts automatically
✔️ Add notes to contacts and matters with conversation summaries
✔️ Log call details and intake information in Clio
✔️ Schedule consultations directly in your calendar
✔️ Route urgent calls with warm transfers and introductions
✔️ Assign tasks to relevant staff.This ensures every client interaction is captured in Clio without manual data entry. TeleWizard answers calls, automates tasks, and manages client interactions without any human effort.
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Onboard an AI Receptionist Like Hiring a Staff Member
TeleWizard is fully managed. We onboard like you’re hiring a receptionist and handle the technical setup for you.
✔️ We learn your intake process, policies, and screening criteria
✔️ Configure your AI receptionist powered by ChatGPT
✔️ Customize intake questions and qualification rules
✔️ Integrate with Clio and your calendars
✔️ Test the workflow before going liveYour AI receptionist is then ready to answer calls, capture intake, and keep Clio updated automatically.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting TeleWizard: AI Virtual Receptionist to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View TeleWizard: AI Virtual Receptionist’s privacy policy, terms of service and security policy. -
Additional support
Contact TeleWizard: AI Virtual Receptionist’s support at [email protected].