Intaker Integration for Clio

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Key benefits for your firm

Convert more web chat leads with video
Engage your audience and build trust faster with Intaker’s Interactive video.
Capture, Qualify & Assign leads on Autopilot
Respond to every inquiry in a few milliseconds, 24/7/365. Intaker’s automation turns your traffic into qualified leads and then instantly notifies the right people on your team.
Connect your Scheduler
Enable leads to book a time on your calendar during or after the chat on your site; Intaker can remind them with a friendly text.
Connect your Google My Business
Empower prospective clients to tell you about their matters directly from Google my Business and other social media platforms.
Two-way Business Text Messaging
Send and receive text messages from any device. Keep your personal phone number personal, and use one texting number for your team to handle all things business in one place.
Follow-up Automation
Automate confirmation texts & emails to all Intaker leads. More than 70% of people stop shopping after receiving a simple confirmation text. Include a click-to-call or a link to schedule a Zoom call in your auto-follow ups.

Clio Grow (Native):
When you connect your Intaker with Clio Grow, Intaker will automatically push the collected contact information and chat transcript to your Clio Grow Inbox.

Clio Manage (Zapier)
You can send Intaker chat leads to your Clio Manage via the Intaker Zapier app.