Reflekt Legal
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Key benefits for your firm
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Grow your firm with AI while keeping the human touch
Reflekt's AI employees are trained on your firm's intake criteria, brand, and voice, so every caller hears your standards. They handle calls, web forms, SMS, and ad inquiries in under a minute, 24/7, while keeping the human touch your clients expect. -
Grows as your firm grows
As your caseload and lead funnels expand, your AI employee scales right alongside you, qualifying and routing every inquiry by your rules without adding headcount. All the work happens inside Clio, so there is no new dashboard for your team to learn. -
A partner that protects every case
Every conversation is captured, transcribed, and logged in Clio, so nothing is lost between the first call and the signed retainer. Reflekt follows your qualifying rules exactly, flags urgent deadlines and conflicts for human review, and never gives legal advice or confirms representation.
How Reflekt Legal works with Clio
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Logs every intake conversation directly into Clio
After every call, web form, or text, Reflekt writes the qualified lead, contact details, and conversation summary straight into Clio Grow and Clio Manage, so your team works entirely within Clio with no separate dashboard to learn.
– Creates contacts and matters in Clio Grow from new intakes
– Logs activities, notes, and call outcomes in Clio Manage
– Creates follow-up tasks for missing documents and treatment tracking -
Qualifies and routes every new lead by your rules
Reflekt answers inbound calls, web forms, and texts in under 30 seconds, around the clock and in English or Spanish. Every inquiry is screened against your firm’s own intake criteria, and the facts your team needs are captured in the caller’s own words.
Qualified matters are routed to the right attorney or case manager, matters your firm does not handle are referred out, and anything urgent or unclear is escalated to a human. Reflekt does not give legal advice or confirm representation.
Because the record lands in Clio as the conversation ends, your team opens Clio to a lead that is already screened, documented, and assigned.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting Reflekt Legal to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View Reflekt Legal’s privacy policy, terms of service and security policy. -
Additional support
Contact Reflekt Legal’s support at [email protected].