Clio Intake That Keeps Every Legal Inquiry Moving

  • TeleWizard answers calls around the clock, captures caller details, screens for fit, and schedules consultations according to your firm’s rules while keeping your Clio workflow organized.
  • New inquiries, callback requests, summaries, and intake notes can be synced into Clio so your team sees the context without replaying every call or chasing missing details.

AI Supervisor Turns Intake Activity into Business Insight

  • After interactions are handled, AI Supervisor reviews what happened and surfaces meaningful issues such as missed opportunities, consultation fee objections, scheduling friction, unclear next steps, or follow-up gaps.
  • It also identifies communication gaps in the AI receptionist’s handling, helping you refine wording, routing, and intake logic without manually reviewing every recording.

AI That Talks Like a Human.
Supervised to Improve Every Interaction

Forget frustrating menus and robotic voices. TeleWizard delivers natural, open-ended conversations powered by AI phone agents, then uses built-in AI supervision to review interactions, identify missed opportunities, and help improve call handling over time.

Powered by ChatGPT

Customized with your business training, workflows, and policies to deliver intelligent, brand-aligned conversations.

Natural Conversations

Handles open-ended conversations naturally, adapts in real time, and guides callers without sounding scripted.

No Fixed Scripts

Responds dynamically based on caller intent, business rules, and the context of the conversation.

Built-In AI Supervisor

Reviews interactions to surface missed opportunities, caller friction, communication gaps, and business improvement insights.

AI Phone Agent Demo Line

Talk to a Demo AI Receptionist

Call this demo line to experience how TeleWizard answers calls, understands callers, and responds naturally in real time.

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.

One AI Call Center. Every Channel Your Customers Use.

TeleWizard is a voice-first AI call center—but the same AI agent works across messaging channels too. Customers get the same answers, the same workflow, and the same quality whether they call or message you.

That means TeleWizard can handle full conversations end-to-end on each channel: qualify leads, complete intake, answer questions, create tickets, and book appointments—just like on the phone.

Keep your primary phone experience, and add omnichannel coverage for continuity—so no customer slips through the cracks.

Web Chat

Full intake and booking from your website.

SMS

Two-way conversations, confirmations, and support.

WhatsApp

End-to-end service in the channel customers prefer.

Email

Handle questions, attachments, and next steps.

Facebook & Instagram

Respond to DMs, qualify leads, and book.

More Channels

Add channels as your workflows expand.

One AI Supervisor Across Every Channel

TeleWizard does not just handle conversations. Its built-in AI Supervisor reviews interactions across calls, chats, texts, emails, and social messages to identify missed opportunities, customer friction, communication gaps, and business improvement insights.

One AI agent handles the conversation. One AI Supervisor helps improve the outcome.

Why Law Firms Need More Than Call Answering

Fast response matters, but answering the call is only the beginning. TeleWizard helps law firms capture more opportunities, reduce administrative work, and understand where callers experience friction—so every Clio-connected interaction becomes a source of insight, not just another call record.

70%
of U.S. clients are more likely to hire law firms that provide immediate and responsive legal support.
45%
of administrative tasks in law firms can be automated with AI, helping teams reduce manual intake, follow-up, and documentation work.
80%
of clients expect digital-first experiences, making instant intake, scheduling, case communication, and call intelligence essential for modern law firms.

What TeleWizard Can Do Inside Your Clio Workflow

Lead Screening & Matter Fit

Ask the right qualifying questions, identify matter type, screen for fit, and route inquiries based on your firm’s intake rules.

Structured Legal Intake

Collect issue summaries, contact details, urgency, preferred attorney, consultation preferences, and other firm-specific intake fields in a natural conversation.

Consultation Scheduling

Schedule consultations using your availability, intake type, consultation format, attorney assignment rules, and booking requirements.

Existing Client Requests

Recognize returning clients when possible, capture what they need, route sensitive requests, and create a clean handoff for the right person.

Clio Conversation Records

Log summaries, key details, and next steps into Clio so attorneys and staff have context before calling back or moving the matter forward.

Callback Tasks & Urgency Routing

Capture callback requests with the reason, urgency, and caller context, then route them into the right workflow so important follow-ups are not missed.

Contact Creation & Intake Pipeline

Turn new inquiries into structured records so prospective clients are easier to search, track, and follow up with inside Clio.

Billing & Consultation Fee Clarity

Explain consultation fees, route billing questions, support payment-related workflows when enabled, and help reduce confusion before the handoff.

AI Supervisor for Intake Quality

Review handled interactions for meaningful business issues and communication gaps, helping your firm improve conversion, intake quality, and client experience.

What Lawyers Say

Jeffrey Hyslip
Founding Attorney · Hyslip Legal
Rated 5 out of 5
Blake Goodman
Founding Attorney · Blake Goodman P.C.
Rated 5 out of 5
Bonnie Ewing
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.”
Zach Ball
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.”
Vicent Garcia
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”
Marjorie Brunelli
Solo Attorney · Brunelli Law
Rated 5 out of 5

Build a Clio-Connected AI Receptionist for Your Firm

Tell us how your firm handles intake, consultations, callbacks, and Clio workflows. We’ll map your process, connect the right systems, train the AI receptionist, and help you improve performance with AI Supervisor insights.

We Learn Your Process
1
Train & Connect the AI
2
Go Live
3
Monitor, Improve & Grow
4

Frequently Asked Questions

  1. How does TeleWizard’s integration with Clio improve legal intake?

    TeleWizard works as a 24/7 AI legal receptionist connected to your Clio workflow. It can answer calls, qualify prospective clients, collect intake details, schedule consultations, and create consistent summaries so your team has the right context before follow-up.

  2. What is AI Supervisor, and how does it help law firms using Clio?

    AI Supervisor reviews handled interactions and identifies meaningful business and communication issues, such as missed opportunities, consultation fee objections, scheduling friction, unclear next steps, or gaps in the AI receptionist’s wording. This helps your firm improve intake quality and conversion without manually reviewing every call.

  3. Is client data secure with TeleWizard when integrated with Clio?

    Yes. TeleWizard is designed for security-first workflows, including encrypted communication and privacy-focused handling of client information. When needed, it can use verification steps like OTP or security questions before sharing sensitive updates, helping firms maintain confidentiality and reduce risk.

  4. What do law firms need to integrate TeleWizard with Clio?

    Firms need an active Clio account and a TeleWizard workspace. TeleWizard maps your intake fields, practice areas, scheduling rules, callback process, and routing logic, then connects the workflow so your team can go live without replacing your phone system.

  5. Can TeleWizard qualify leads and route calls before creating intake records?

    Yes. TeleWizard can ask qualifying questions, identify matter type, screen for fit, capture urgency, and route the inquiry to the right next step. This helps your team focus on better-fit opportunities and keeps intake data more consistent.

  6. Can TeleWizard schedule consultations and capture the reason for the call in Clio?

    Yes. TeleWizard can schedule consultations based on your rules and capture a structured summary, including reason for call, urgency, key facts, contact details, and preferred next steps, so your team is prepared before the consultation or callback.

  7. Does TeleWizard only work on phone, or can it handle other channels for law firms too?

    TeleWizard is voice-first, but the same AI agent can also support messaging channels such as web chat, SMS, WhatsApp, email, and social messaging when enabled. Clients get consistent intake and scheduling workflows whether they call or message.

  8. How does TeleWizard help firms improve after going live?

    TeleWizard uses call summaries, interaction outcomes, and AI Supervisor insights to reveal caller friction, repeated objections, missed opportunities, and communication improvements. This gives your firm a practical way to refine intake, follow-up, and client experience over time.

Featured Articles

Connect Clio with the Systems Your Firm Already Uses

Enhance your Clio workflow by connecting TeleWizard with calendars, CRM, document management, payment tools, and workflow systems. Keep intake, scheduling, call summaries, and follow-up actions consistent across your legal tech stack.

Acuity SchedulingFreshdeskGoogle Calendar™LawmaticsOutlook CalendarZendesk

Compatible with Any Business Phone System

RingCentral
Ooma
Vonage
Grasshopper
nextiva
8x8
Talkroute