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Grow AI's Voice Agent

Updated

Grow AI's voice agent answers inbound calls when your team is unavailable, gathers case details, screens callers for fit, and books consultations on the call for qualified leads. Calls that come in after hours or when your lines are busy are routed to the agent automatically once you set up call forwarding. Make sure to set your intake criteria, frequently asked questions, and languages before you connect your phone line. These settings determine what the voice agent asks callers and how it answers their questions.

Note: This feature is available to customers in the US.

Set the agent's voice and greeting

You can change the voice the agent speaks in, the greeting it opens with, and whether it discloses that the call is handled by AI. 

  1. Go to Clio Grow > Leads, then click Lead screening agent. Alternatively, click the user menu (top right) > Grow settings > Grow AI.
  2. Click the blue Configure tab (the tab with two chevrons).
  3. Click Languages and appearance > Appearance > Phone.

  4. Choose whether to disclose that the call is handled by an AI agent, choose the default voice, and add your firm's personalized greeting.

    Important: Check the rules that apply in your jurisdiction regarding the disclosure of AI use to prospective clients.

 

Set up call transfer

Call transfer connects a caller directly with a person at your firm when a call needs immediate attention, such as a caller with a court date in the next 48 hours. You choose the situations that trigger a transfer and the number that receives the urgent call.

  1. Go to Clio Grow > Leads, then click Lead screening agent. Alternatively, click the user menu (top right) > Grow settings > Grow AI.
  2. Click the blue Configure tab (the tab with two chevrons).
  3. Click Call transfer.
  4. Click Add call forwarding criteria.
  5. In the chat, describe when Grow AI should transfer a call. The following examples illustrate what you can ask for.
    • Add a condition: "If a caller has a court date in 48 hours or less, transfer the call immediately to 604-555-5555."
    • Change a condition: "Change the condition about transferring a call when a caller has a court date in 48 hours or less, so that the call gets transferred if the court date is in the next 72 hours."
    • Remove a condition: "Remove the condition about transferring a call when a caller has a court date in the next 72 hours or less."
  6. Click Add number or Edit to add or edit the transfer number, then click Save. To stop call transfers, click Remove.
Note: Depending on the condition you add, Grow AI may add a screening question to your practice area fields to gather the information it needs to determine if the call meets the condition, such as "Court date urgency". Review it under Intake criteria.
Important: Use a transfer number that does not route calls back to your Lead screening agent.

 

Test the voice agent

Before you forward your firm's calls, you can call the agent to hear how it sounds and check that it handles an inquiry the way you expect.

  1. Go to Clio Grow > Leads, then click Lead screening agent. Alternatively, click the user menu (top right) > Grow settings > Grow AI.
  2. Click the blue Test tab (the tab with two chevrons).
  3. In the test panel, click the Phone tab.
  4. Click Call now.
  5. Describe a situation as a lead would, and confirm that the agent asks for the details you expect, answers your questions the way your firm would, and offers a consultation when the caller qualifies.

 

Connect your firm phone line to the voice agent

You have to configure your firm's existing VoIP or phone system to route inbound calls to the phone number assigned to you in Clio. You can find your assigned phone number as follows:

  1. Go to Clio Grow > Leads, then click Lead screening agent. Alternatively, click the user menu (top right) > Grow settings > Grow AI.
  2. Click Install your agent > Phone.

Your assigned phone number appears under Forward calls to.

Now, refer to your provider's documentation for instructions. For example, if your firm uses RingCentral, search for call forwarding instructions in RingCentral's support documentation.

Tip: To test that the setup works, call your firm's phone number to confirm that the agent answers. If your firm uses Clio Phones, you can set up a call menu in Clio Phones, for example "Press 1 for new inquiries," and forward that menu option to your Grow AI phone number.

 

Intake leads from the voice agent

Once the call is complete, leads appear in your lead intake in Clio Grow alongside leads from other channels (website chat and email) where you can follow the same intake flow to turn them into clients. If a caller qualifies and books a consultation, the appointment is created for them automatically.

Each voice lead includes:

  • Personal details collected during the call
  • A lead score and screening results
  • A summary of the call generated by Grow AI
  • A full transcript including the caller's situation and any outstanding questions they had
  • The reason the agent could not complete intake, if applicable

 

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