Legal practice management (US/UK/CA/AU) · EBROTECH integration profile

IA encima de Clio sin migrar nada

Your Clio plus AI agents on top, without switching: answer every call, intake leads and chase matters.

Qué es Clio

Clio is the cloud legal practice management software used by law firms across the US, UK, Canada and Australia. EBROTECH does not replace it. We put AI agents on top of the Clio you already run to capture the leads and handle the comms it does not do on its own.

Para qué se usa

Los dolores reales de quien usa Clio

Qué automatizamos encima de Clio

Clio sigue siendo la fuente de verdad. Nosotros montamos la capa que no hace: contestar, recordar, perseguir y captar con agentes de IA.

24/7 voice AI agent that captures the enquiry and books a consult into Clio

Automated intake that creates the contact and matter in Clio

Appointment reminders and consult follow-up by SMS and email

Billing follow-up that runs until the client pays or replies

Cómo se conecta (sin humo)

Clio has a real, well-documented developer API and an open developer programme, so a direct connection is realistic. We confirm the exact scopes your plan exposes in discovery and do not promise what we cannot read.

Qué NO hace el conector

  • NO sustituye a Clio. Solo se conecta encima.
  • NO modifica datos sensibles sin tu aprobación.
  • NO migra datos a otro sistema (si quieres migrar, es Tier 3).

Preguntas frecuentes sobre Clio

Do I have to move off Clio?

No. Clio stays your system. We build the AI agents on top and migrate nothing.

Can you connect AI to Clio directly?

Yes. Clio publishes a documented developer API and runs a developer programme, so a direct connection is realistic. We confirm the scopes your account allows in discovery.

Can the AI create matters and contacts in Clio?

That is the goal. The intake flow can create the contact and matter and book the consult back into Clio. We scope the write access in discovery.

What do you automate first on top of Clio?

Whatever recovers the most work, usually catching the calls you miss and qualifying new client leads. The rest is added in phases.

Sigue explorando

¿Usas Clio?

En 15 minutos te decimos qué automatizaciones tienen sentido en tu caso y cuánto tarda el setup, sin que cambies de software.

Cuéntanos tu caso