Clio and Gideon Integration

Key benefits for your firm

Engage Leads More Effectively
Gideon chatbots qualify leads and route them to the right attorney or staffperson automatically – direct from your website, and without any human intervention. By engaging potential clients immediately, your prospects stay red-hot, and won’t contact another law firm.
Turn Leads into Meetings, Instantly
Gideon is an always-open, digital front door for your law firm. Effortlessly book more client meetings, with our automated calendaring tool. Create customized meeting types. using our unique scheduling workflow.
Deliver Legal Documents Faster
Create dynamic and guided questionnaires that clients enjoy answering – by getting conversational. Instantly generate personalized client documents. Standardize and automate data collection, put an end to manual data entry, and reach new levels of productivity.

Gideon collects lead data for potential new clients interacting with its chatbot, then creates a new matter in Clio Manage based on that information, when the law firm is ready to convert the lead to a new client. All chat conversations are added as documents in Clio Manage.