I use Clio. How do I add something that talks to new clients and puts the intake into the matter?
A firm that already uses Clio can add a LegalScout associate for the new-client conversation and sync the intake into the Clio matter. The associate uses the firm's name, by voice, chat, phone, or the ChatGPT app, and a lawyer reviews the brief before anyone follows up. Firm pricing is a usage-capped trial with no credit card, $29 per qualified brief with no monthly fee, or $149 a month for the first Practice seat.
Side by side
Clio keeps the matter
Clio remains where the firm keeps the matter and the billing. The associate handles the new-client conversation under the firm’s name, by voice, chat, phone, or the ChatGPT app. A lawyer reviews the brief before follow-up. The associate can send the engagement and collect payment, and the intake can sync into the Clio matter. Clio Grow is Clio’s intake product. LegalScout does not replace Clio.
| Clio | LegalScout | |
|---|---|---|
| Matter and billing | The firm keeps the matter and billing in Clio | Syncs the intake into that matter |
| New-client conversation | Associate under the firm’s name, by voice, chat, phone, or the ChatGPT app | |
| Before follow-up | A lawyer reviews the brief | |
| Agreement and payment | The associate can send the engagement and collect payment |
Pricing
Trial, pay as you go, or Practice
- Trial: usage-capped, no credit card
- Pay as you go: $0 a month and $29 per qualified brief
- Practice: $149 a month for the first seat