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TeleWizard: AI Virtual Receptionist And AI Supervisor

24/7 AI Virtual Receptionist, Intake Specialist, and AI Supervisor
  • CLIO GROW
  • CLIO MANAGE
Available in Australia, Canada, Europe, the United States

Get a Clio product walkthrough. Request a demo.

Starting at $349 per month USD
Starting at $349 per month USD
Starting at $349 per month USD
Starting at $349 per month USD
Starting at $349 per month USD
Starting at $349 per month USD
Starting at $349 per month USD
Get started View all plans

Key benefits for your firm

  • Turn Every Call Into a Smarter Intake Process

    TeleWizard answers every call instantly, screens leads, captures complete intake, and books consultations directly into your calendar or Clio. Its AI Supervisor analyzes conversations to identify process gaps, improve team performance, and help your firm increase conversion rates over time.

  • 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, AI Supervisor, and Smart Scheduling for Qualified Leads

    TeleWizard schedules consultations directly in your calendar, connects urgent callers through warm transfers with a brief introduction, and keeps your team informed with the AI Supervisor, providing conversation insights and context before every call for faster follow-up and better-qualified client interactions.

How TeleWizard: AI Virtual Receptionist And AI Supervisor works with Clio

  • Seamless Client Intake, Case Updates & Call Logging with Continuous Improvement

    TeleWizard integrates with Clio to automate intake, keep your records updated, and help your firm continuously improve how it handles client interactions.

    ✔️ 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
    ✔️ Analyze every call to identify missed opportunities, intake gaps, and areas for improvement

    This ensures every client interaction is captured in Clio without manual data entry. TeleWizard answers calls, automates tasks, manages client interactions, and uses AI Supervisor insights to help your firm improve follow-up, increase conversion rates, and continuously optimize performance.

  • 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 live
    Your AI receptionist is then ready to answer calls, capture intake, and keep Clio updated automatically.

Ready to improve your workflow with TeleWizard: AI Virtual Receptionist And AI Supervisor and Clio? Get Started

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Helpful resources

  • Getting set up

    If you need detailed instructions on connecting TeleWizard: AI Virtual Receptionist And AI Supervisor to Clio, you may visit this site.

  • Security and privacy policy

    We are committed to protecting your privacy.
    View TeleWizard: AI Virtual Receptionist And AI Supervisor’s privacy policy, terms of service and security policy.

  • Additional support

    Contact TeleWizard: AI Virtual Receptionist And AI Supervisor’s support at [email protected].