Phantom Desk AI + Clio
Every prospective client call is intake-screened, conflict-checked, and written directly into Clio as a matter — with the call transcript, contact record, and consultation booking attached. The first firm to answer wins the engagement 78% of the time. Phantom Desk AI answers within 2 seconds, 24/7.
Book a 20-minute demo to see the Clio integration live.What syncs
Data direction: Phantom Desk AI → Clio. Every event below fires within 30 seconds of call completion.
| Phantom Desk AI | Clio |
|---|---|
| Inbound new-client call | → Clio matter created with practice area + description |
| Caller and opposing party names | → Conflict-check prompt run against Clio database |
| Caller contact details | → Clio contact record created or matched |
| Practice area routing | → Matter assigned to the right attorney or intake queue |
| AI call summary + transcript | → Attached as a Clio matter note |
| Consultation booking | → Calendar event created on the assigned attorney's calendar |
Best for
Law firms running Clio across personal injury, criminal defense, family law, estate planning, immigration, employment, and small-business practices — solo through mid-size.
Setup
- 01Connect Clio API credentials in onboarding (included in setup).
- 02Phantom Desk AI maps fields — practice areas, intake stages, attorney routing — to your existing Clio workflow.
- 03Place a test intake call to verify the round-trip from inbound call → conflict check → Clio matter.
Frequently asked
Does Phantom Desk AI create matters in Clio?
Phantom Desk AI captures the prospective client information and matter details on the call and writes a new matter (or intake record, depending on your firm's workflow) into Clio with practice area, opposing party, and matter description.
How does the conflict check work?
Phantom Desk AI captures opposing party names and key parties during intake, runs a check against your Clio contact and matter database, and flags any potential conflicts before the matter is fully opened — surfaced to your intake team for review.
What about after-hours emergency calls (DUI, criminal)?
Phantom Desk AI triages emergency criminal and DUI matters separately and routes immediately to the on-call attorney by SMS and phone — while still creating the Clio intake record so nothing is lost.
Are call notes attached to the matter?
Yes. The full call transcript and AI-generated summary are attached to the Clio matter as a note so the attorney walks into the consultation already knowing what the client said.
How long does Clio integration take to set up?
Clio integration is included in the standard onboarding. API credentials are connected during the first onboarding call and verified with a test intake call before go-live — typically under 30 minutes.
See it write into Clio live.
Book a 20-minute demo to see the Clio integration live.
Book a Discovery Call