Grow AI's Voice Agent

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.

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. In Clio Grow, go to Settings > Grow AI.
2. In the test panel, click the Phone tab.
3. Click Edit voice and greeting.

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.
5. Click Done.

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. In Clio Grow, go to Settings > Grow AI.
2. In the test panel, click the Phone tab.
3. Click Call now.
4. 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. In Clio Grow, go to Settings > Grow AI.
2. Click Go live > Phone.

Your assigned phone number appears here.

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.

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

Up next

• Customize Grow AI: Change what the voice agent asks callers and how it answers their questions.
• Manage Your Grow AI Subscription: Review what the voice agent has worked on and how Grow AI charges appear on your bill.