Connect MediaBloom AI agents to Clio.
Capture every potential new client with an AI intake agent that answers 24/7, runs your intake, and books consultations - all in Clio.
Overview
MediaBloom + Clio
MediaBloom connects AI voice agents to Clio so law firms capture and qualify every potential new client, around the clock. The agent answers the call, runs a professional intake, and writes the details into Clio.
For firms where a missed call is a lost case, MediaBloom handles first-touch intake with a compliant, on-brand script: it creates contacts and matters, screens for conflicts and fit, and books consultations, so your intake team and attorneys focus on signed clients.
Prospective clients with a legal problem rarely leave a voicemail or wait for a callback - they call the next firm. MediaBloom makes sure your firm is the one that answers, with a professional first impression every time, day or night.
Why connect
Why connect Clio to MediaBloom
Never miss a new client
Every potential-new-client call is answered live, 24/7, so high-value cases stop slipping to other firms.
Professional first impression
A calm, on-brand intake script represents your firm well from the very first second.
Less load on staff
Routine intake and screening are handled automatically, freeing your team for signed clients.
Clean intake records
Contacts, matters, and call summaries are written into Clio for an organized, auditable trail.
Capabilities
What MediaBloom does with Clio
24/7 legal intake
Answer and qualify new client inquiries any hour with a professional, firm-specific intake script.
Contact & matter creation
Create Clio contacts and matters with the intake details captured on the call.
Consultation booking
Book consultations onto the right attorney’s calendar.
Screening & routing
Screen for practice area and basic fit, then route or escalate appropriately.
Conflict-aware intake
Capture the details your team needs to run conflict checks before committing.
Compliant call records
Log a transcript and summary against the Clio matter for a clean intake trail.
Turn after-hours calls into signed clients
For most firms, marketing spend exists to make the phone ring - but a huge share of those calls come in after hours, during court, or while staff are on other calls, and go straight to voicemail. A person dealing with an injury, an arrest, or a dispute will not wait; they call the next firm on the search results. MediaBloom answers instantly with a professional, firm-specific intake, captures the facts, screens for practice area and basic fit, and books a consultation onto the right attorney’s calendar.
Everything is written into Clio as a contact and matter with a full call summary, so your intake team starts the morning with organized, qualified prospects instead of a voicemail box. The script is tuned to your firm’s tone and the practice areas you handle, and it gives you a consistent, compliant first touch on every single inquiry.
Explore related AI solutions, industries we serve, and customer results.
Live on Clio in days, not months
- 1
Connect
Securely connect your Clio account with OAuth in minutes - no engineering required.
- 2
Configure
Map fields and choose exactly what the AI agent reads from and writes to Clio, with guardrails.
- 3
Go live
The agent starts answering, qualifying, and booking - writing every outcome back to Clio in real time.
- 4
Optimize
Review transcripts, outcomes, and pipeline impact, then tune the agent against the metrics that matter.
Use cases
Popular ways teams use the Clio integration
- After-hours and overflow new-client intake
- Qualifying and booking consultations
- Capturing every paid-search legal lead
- Reducing intake load on staff and attorneys
- Consistent intake across multiple practice areas
- First-touch screening before conflict checks
Connect Clio with OAuth, per-environment keys, and full audit logging.
SOC 2 Type II controls and HIPAA-ready deployments are available for regulated teams.
Clio integration FAQ
Yes. MediaBloom connects to Clio to run intake, create contacts and matters, and book consultations from new client calls.
Yes. The agent follows your firm-specific intake script to capture details, screen for practice area and fit, and book qualified consultations.
Yes. The intake script is fully customized to your firm and tone, with call records logged for a clean, auditable intake trail.
Yes. Qualified prospects are booked onto the correct attorney’s calendar and captured as a matter in Clio.
The agent captures the parties and details your team needs to run conflict checks before the firm commits to representation.
MediaBloom is configured to your firm’s practice areas and intake questions, so it works for personal injury, family, criminal, estate, business, and more.