How Agent IA Vocal works with Clio and Osprey Approach
Intake calls only matter if the data ends up in your practice management system. Agent IA Vocal pushes every call into Clio or Osprey Approach as a new lead with the full transcript, qualification answers, and proposed consultation slot attached.
- ✓Lead created automatically with full transcript
- ✓Custom intake fields mapped to your matter types
- ✓Conflict-check fields populated before the fee earner reviews
- ✓Consultation booked into the assigned solicitor's calendar
- ✓Follow-up tasks created for uninstructed prospects