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TeleWizard: AI Virtual Receptionist

AI Virtual Receptionist handling client calls, scheduling, and case updates.
  • CLIO GROW
  • CLIO MANAGE
Available in the United States
Starting at $49 per month USD
Get started View all plans

Key benefits for your firm

  • Automated and Effortless Client Intake and Screening

    TeleWizard automates client intake by handling inquiries, screening leads, and adding new contacts directly into Clio. With AI phone agents, it gathers essential details, ensuring only qualified leads reach your team, saving time and streamlining the onboarding process.

  • Streamlined Case Management with AI Phone Automation

    TeleWizard enhances case management by logging calls, updating matters, adding notes, and creating tasks in Clio. This ensures that all client interactions are recorded and accessible, reducing manual work and improving team efficiency while maintaining seamless communication across your legal practice.

  • 24/7 AI Phone Support for Your Law Firms

    Never miss a client call again. TeleWizard provides round-the-clock AI phone support, answering inquiries, providing case updates, and scheduling appointments. It ensures professional, real-time client engagement without the cost of a full-time receptionist, enhancing client satisfaction and responsiveness.

How TeleWizard: AI Virtual Receptionist works with Clio

  • Seamless Clent Intake, Case Updates & Call Logging in Clio

    TeleWizard acts as your AI Virtual Receptionist, handling client intake and case updates while seamlessly integrating with Clio.

    🔵 Client Intake & Lead Screening:
    ✔️ Engages in open-ended conversations with callers.
    ✔️ Screens leads and collects key details.
    ✔️ Automatically creates new contacts in Clio.

    🔵 Case & Billing Updates:
    ✔️ Provides real-time case and billing information.
    ✔️ Retrieves details directly from Clio.
    ✔️ Ensures clients receive up-to-date responses without human intervention.

    🔵 Call Logging & Notes:
    ✔️ Every call is automatically logged in Clio.
    ✔️ Adds relevant notes for reference.
    ✔️ Creates follow-up tasks when needed.

    By automating intake and case updates, TeleWizard **eliminates manual data entry, reduces response times, and ensures no client inquiry is overlooked**—allowing legal teams to focus on more critical tasks.

  • AI Answers Calls & Automates Tasks in Clio, 24/7

    TeleWizard answers calls, automates tasks, and manages client interactions without any human effort.

    🔵 24/7 Call Answering:
    ✔️ Answers client inquiries anytime.
    ✔️ Schedules consultations and follow-ups.
    ✔️ Ensures professional, natural conversations—no scripts needed.

    🔵 Task Automation in Clio:
    ✔️ Creates tasks directly in Clio for follow-ups.
    ✔️ Assigns tasks to the right team members.
    ✔️ Updates case matters and call summaries automatically.

    🔵 Effortless Workflow & Client Management:
    ✔️ Tracks and records every client interaction.
    ✔️ Reduces administrative workload by eliminating manual call logging.
    ✔️ Keeps legal teams focused on case work instead of answering calls.

    With fully automated call handling and task creation, TeleWizard boosts efficiency, enhances client satisfaction, and ensures law firms never miss an important client interaction.

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

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Helpful resources

  • Getting set up

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

  • 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].