Warm transfer
- Caller
- AI agent
- Recipient
- Places the caller on hold
- Calls and briefs the recipient
Ready to take the call
Connects the caller
Unavailable
Returns to the caller, relays any message and emails the caller’s message to the recipient.
AI Phone Agent Demo Line
Hear TeleWizard handle a legal inquiry
Try the phone demo with a law-firm scenario. TeleWizard can role-play your chosen business and let you experience the conversation firsthand.
Demo phone number:
+1-855-965-5679
This is a demo line for testing TeleWizard’s AI phone agent. By calling, you agree to be contacted on the number you used for follow-up purposes.
Connect your AI receptionist with Clio Manage and Grow
Your team already relies on Clio to manage clients and inquiries. TeleWizard brings your receptionist into that process, with a connection built for the Clio product you use.
Clio Manage
Connect reception with contacts, matters, bookings, summaries and communication updates in Clio Manage. Add matter and caller notes, and assign callback tasks to team members.
Clio Grow
Send new leads to Clio Grow's Lead Inbox so your intake team can pick up the request and continue the follow-up.
AI Phone Agent Demo Line
Hear TeleWizard handle a legal inquiry
Try the phone demo with a law-firm scenario. TeleWizard can role-play your chosen business and let you experience the conversation firsthand.
Demo phone number:
+1-855-965-5679
This is a demo line for testing TeleWizard’s AI phone agent. By calling, you agree to be contacted on the number you used for follow-up purposes.
Give staff the context behind the call
TeleWizard asks your firm’s intake questions and captures the information behind the inquiry. In Clio Manage, it can add matter and caller notes, giving staff context as they prepare for a callback or consultation. It can also assign callback tasks to team members, so follow-up has a clear owner.
From a prospective client's first inquiry to an existing client's request, the agent follows your firm's instructions and guides the conversation toward the next step: a consultation, a booking link or a handoff to staff.
Keep existing clients informed through your Clio integration
Give existing clients a useful answer when they call about their case or balance. TeleWizard authenticates the caller before providing either type of information through your Clio integration.
Case updates from approved notes
Share the information approved for the client’s case update, using the approved notes on the case in Clio.
Balance checks for existing clients
Let an authenticated caller check their balance through TeleWizard’s Clio integration.
Help callers book while you have their attention
TeleWizard helps callers take the next step through appointment booking, booking links and consultation payment links, following your firm's consultation process. If a booking cannot be completed, the agent follows your instructions for the next step.
When a caller needs a person, a warm transfer checks the recipient's availability before connecting. If they are unavailable, the agent returns to the caller, relays any message and can take a message to email to that person.
Blind transfer
- Caller
- Recipient
Connects the caller directly to the destination.
The agent does not check whether the recipient answers.
Bring phone and web chat into your Clio workflow
Let prospective clients call or type. Phone and web chat use the same agent, intake actions and integrations, bringing your Clio-connected reception process to both ways of contacting the firm.
Website forms can also trigger an outbound call to arrange an appointment, turning a submitted inquiry into a conversation about the next step.
A team behind the technology
Your Clio integration, managed by TeleWizard
We build the connection around the way your firm works. Our team learns your intake process, configures the receptionist and connects the Clio workflow to your questions, booking preferences and staff handoffs.
Testing and ongoing maintenance are part of the service. Your firm gets a managed reception workflow, from the questions callers hear to the information your team needs next.
Learn your process
Your Clio Grow intake and Clio Manage workflows.
Build and connect
Connect your agent with your firm’s Clio process.
Test and maintain
Check intake, bookings and staff handoffs.
See where consultation calls can improve
AI Supervisor checks calls against your instructions and business rules, identifies communication gaps and suggests improvements. If callers need to hear what a consultation covers before booking, it checks whether the agent explained that clearly—giving your firm specific feedback on how the conversation was handled.
Sample product view
What Lawyers Say
I'm beyond pleased with TeleWizard; this includes the LLM, the UI, the technical support team and the actual deployed iteration. ‘Joleen’ (yes, we named ‘her’) has become a LITERAL member of our team, reduced overhead, increased our ability to automate intake and handle current client inquiries all while streamlining messaging ensuring compliance with my firm's SOP's and applicable ethical rules. To date, the use cases are only limited by my imagination as every time I have contacted Support with additional deployment ideas, my ideas have been met with excitement and executed flawlessly by their team. Most recently, TeleWizard trained Joleen to handle the initial HR applicant screening and the first round of interviews. My staff and I are beyond thrilled.
Founding Attorney · Hyslip Legal
Rated 5 out of 5
After just 6 weeks, Telewizard seems to be an extraordinary fit for our small law firm’s outside communication needs. The AI agent interacts via phone, chat bot, email and Yelp with human sympathy, clarity and consistency. It’s answering new and existing business calls, directing messages, setting up new consultations just like a human being would. Their support team at TeleWizard is very responsive and has allowed us to tailor our specific firm’s programming needs step by step until we finally got it right. Our rep from TeleWizard is very easy to work with and responsive. The price is right too and will likely save untold thousands on old school answering services and chat bots.
Founding Attorney · Blake Goodman P.C.
Rated 5 out of 5
Since implementing TeleWizard, our calls are answered instantly and clients are booked directly into Clio Manage without delays. The AI receptionist has saved us time, improved our intake process, and ensures every client feels supported from the very first call.
Founding Attorney · Bonnie Ewing Law
Rated 5 out of 5
TeleWizard always answers our calls and provides a very predictable, flexible conversation for both clients and potential clients. We’ve only received compliments about the experience. We absolutely recommend it because it works every time.
Founding Attorney · The Ball Law Group
Rated 5 out of 5
The biggest improvement since using TeleWizard has been reliability—especially after-hours. Having someone answer the phone outside business hours was a constant challenge, and it was difficult to find someone willing to work those hours. Having AI handle it has been effective and dependable. Yes, we would recommend TeleWizard to another firm for the same reason: it works reliably when you need coverage the most.
Case Manager · Liberation Law Group, P.C.
Rated 5 out of 5
As a solo attorney handling both English and Portuguese-speaking clients, I was looking for an AI solution that could sound professional, natural, and adaptable. What stood out to me most was the willingness to continuously refine the system based on real-world feedback and actual client interactions. The Portuguese capabilities in particular have been very strong, which is not something easy to find. I also appreciate how open the team has been to improving workflows, intake logic, and overall client experience rather than offering a generic “one-size-fits-all” solution. TeleWizard has shown a genuine effort to understand those challenges and tailor the platform accordingly
Solo Attorney · Brunelli Law
Rated 5 out of 5
Put your Clio-connected receptionist to work
Connect client conversations to the Clio workflow your team relies on. Request a quotation for an AI legal receptionist that handles intake, supports consultations and brings useful context to follow-up.
Our team will reach out to arrange a strategy call.
Clio integration FAQs
Does TeleWizard integrate with both Clio Manage and Clio Grow?
Yes. TeleWizard connects reception to Clio Manage intake workflows and delivers new leads to Clio Grow. The connection is built around the Clio product your team uses.
Where do new leads appear in Clio Grow?
TeleWizard sends new leads to Clio Grow's Lead Inbox. Your intake team can pick up the inquiry there and continue the follow-up.
Can TeleWizard add matter and caller notes in Clio Manage?
Yes. TeleWizard can add matter and caller notes in Clio Manage. Notes, summaries and communication updates give your team context for following up on the conversation.
Can our Clio-connected receptionist book consultations?
Yes. TeleWizard can book appointments or provide booking links as part of your firm's consultation process. It can also send consultation payment links when your process calls for them.
Does the Clio integration work with website chat as well as phone calls?
Yes. Phone and web chat use the same agent, intake actions and integrations. Visitors who prefer to type can use your Clio-connected reception process through the chat on your website.
Who sets up and maintains the TeleWizard–Clio integration?
TeleWizard handles setup, testing and ongoing maintenance. Our team builds the connection around your intake questions, consultation process and staff handoffs, so your firm has a team managing the integration.
How does AI Supervisor help with Clio-connected intake?
AI Supervisor checks calls against your instructions and suggests communication improvements. For example, it can check whether the receptionist clearly explained what a consultation includes before booking, helping your team improve the conversation behind the intake.
Can we hear the receptionist before discussing our Clio integration?
Yes. The public phone demo can role-play a law-firm scenario so you can experience the conversation. For your Clio-connected workflow, request a quotation and a guided demonstration.
Can existing clients get case updates through the Clio integration?
Yes. TeleWizard authenticates the caller, then provides a case update drawn from the approved notes on their case in Clio. This gives existing clients access to the information approved for their update through your receptionist.
Can TeleWizard check a client’s balance in Clio?
Yes. After authenticating the caller, TeleWizard can check their balance through the Clio integration. Existing clients can use the receptionist for balance inquiries as well as approved case updates.
Can TeleWizard assign callback tasks to team members in Clio Manage?
Yes. TeleWizard can assign callback tasks to team members in Clio Manage, giving your firm a clear way to direct follow-up to a member of staff.
