Live Web Chat Web Chat is the fastest, friendliest way to capture website leads. U.S.-based receptionists and AI chatbots qualify leads, book appointments, and intake clients, significantly increasing marketing ROI. When you connect Clio to, new contacts are created after every chat. Chat transcripts are logged for new and existing contacts. Web Chat integrates with both Clio Manage and Clio Grow to streamline contact and new client capture, scheduling, customer service and more, depending on where they are in the client lifecycle—allowing you to run and grow your firm with ease.

Key Features

  • is known for superior virtual receptionist & intake services by phone. WIth Live Web Chat you can also capture leads, book new clients, and complete client intake on your website. live chat can:
    - Chat-to-call feature for live transfer to you or receptionists
    - Instant chat transcripts via email or SMS. Plus, daily summary reports
    - Lead qualification & intake with Clio Grow for complete workflows
    - Appointment & call-back scheduling with calendar integration
    - Payment collection with billing software integration
    - And more