Clio Phones brings business calls into Clio’s Intelligent Legal Work Platform
Clio Phones connects client conversations to the matters and workflows they inform, turning important information into actionable next steps throughout the legal process.
Clio, the global leader in legal AI, today announced Clio Phones, an AI-native business phone system that understands the substance and context of every conversation, turning calls into actionable knowledge that informs client intake, advances matters, and keeps critical information connected to the work.
Phone calls remain the primary way law firms communicate with clients and colleagues. They involve critical advice, decisions, and details that shape the course of a matter, yet incorporating that information into client and matter records has traditionally relied on manual processes. Legal professionals must document discussions, relay important details between colleagues, and reconstruct billable time, creating administrative work that continues long after the conversation ends. Among surveyed firms, respondents reported spending an average of three hours each week on post-call administration and losing 4.6 billable hours each month to unlogged call time.
The new offering addresses this disconnect by making the substance of those exchanges part of existing client and matter records. From an initial inquiry through ongoing representation, legal professionals can refer to previous discussions, instructions, and commitments alongside the other information relevant to their work, creating a more complete picture of all client interactions without relying on separate communication records.
“We’re fundamentally rethinking the role of a phone system in legal practice, using AI to turn conversations into a source of intelligence that deepens our understanding of a lawyer’s work,” said Jack Newton, CEO and Founder of Clio. “Every client interaction adds to that understanding, creating opportunities for more informed decisions and more meaningful action. With Clio Phones, we're taking another important step toward a legal practice where information and insight are connected, and lawyers can accomplish more with the knowledge they already have.”
From conversation to action
Firms can establish a professional business number or transfer an existing one, assign lines to attorneys and staff, and direct incoming calls wherever their teams are working. When someone calls, the relevant contact, lead, or matter is surfaced, providing immediate access to details already on record.
With recording enabled, AI-generated transcripts and summaries preserve the substance of each discussion, while call logs and recordings remain available for reference. The system also prepares time entries capturing the duration, date, and description of each call, with associated records automatically attached to the appropriate contact or matter.
The value of this connection becomes apparent throughout the client relationship, from the initial consultation to ongoing representation. Information gathered during early conversations can help firms evaluate prospective clients and determine next steps, while new facts, instructions, and decisions shared as a matter progresses become part of the context lawyers rely on to guide their work. With each conversation connected to the relevant matter, legal professionals can identify what requires attention, follow through on commitments, and make informed decisions based on a more complete understanding of their clients' needs.
By making client conversations part of Clio’s broader understanding of legal work, Clio Phones expands what AI can do for lawyers, helping them turn the knowledge shared in every conversation into informed decisions and meaningful action.
Clio Phones is now available for trial in select U.S. states, with wider availability coming soon. To learn more or book a demo, visit clio.com/phones/schedule-a-demo.