Ezra.
The AI front office for UK law firms.
Ezra runs the whole front office — marketing attribution, AI client intake, compliance, matters and financials — in one place. It replaces Clio Grow and runs on top of Clio Manage, plugged into the rest of the stack your firm already uses.
One thread, end to end
Lead
Captured & qualified
Calls, forms and ads land in one pipeline. AI qualifies; people decide.
Matter
The work, in one place
Compliance-gated, recorded and communicated — in sync with Clio.
Finance
Explainable money
WIP, P&L and money-at-risk, drillable to the row.
The funnel
From first enquiry to final invoice.
Every stage of the client lifecycle in one system — so nothing falls between the tools.
01
Marketing attribution
See which campaigns actually win matters — calls, ads and organic, attributed end to end.
Explore →02
Intake & qualification
Every enquiry answered, qualified and routed — by voice agents that never miss a call.
Explore →03
Compliance gates
KYC, AML, conflicts, engagement letters and DSAR — gated, tracked and audited.
Explore →04
Matter management
The matter workspace — documents, calls, recordings, emails and tasks, in sync with Clio.
Explore →05
Financials & P&L
Drillable matter P&L, WIP, realisation and money-at-risk — straight from Clio and Xero.
Explore →Live pipeline
Every matter, every stage, in real time.
The matter pipeline mirrors Clio every fifteen minutes — the firm sees the same stages as the system of record, with the work in front of them.
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01
New
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02
Initial contact
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03
Onboarding
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04
KYC
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05
Early work
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Active
live -
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Awaiting payment
- 01
New
- 02
Initial contact
- 03
Onboarding
- 04
KYC
- 05
Early work
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Active live
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Awaiting payment
Capture → AI → human decide — explainable money
Financials
Numbers a partner can actually trust.
Most firms learn a matter lost money only after it has closed. Ezra shows matter P&L, WIP and money-at-risk in real time — and every figure drills to the rows that built it.
How the financials work →- Hartley v Hartley · Family £38,200
- Okafor · Employment £29,650
- Estate of Reyes · Private Client £24,400
- Mansfield Holdings · Dispute Resolution corrected −£1,400 £36,200
- Current · 0–30 days £41,000
- Ageing · 31–60 days £22,500
- Ageing · 61–90 days £13,710
- Over 90 days £9,000
- Current £18,000
- 1 month £12,480
- 2 months £7,500
- 3 months + £4,000
- Hartley v Hartley · Family coveredFunded
- Okafor · Employment £11,100 at riskThin
- Estate of Reyes · Private Client £8,200 at riskUnfunded
- Mansfield Holdings · Dispute Resolution £6,000 at riskThin
£25,300 at risk across £61,200 WIP
AI, with guardrails
AI that stays in its lane.
Ezra’s agents take the admin out of being a lawyer — they don’t replace the lawyer. The loop is fixed: capture → AI → human decide → explainable money.
- → Every client-facing draft queues for human approval — the agent never sends on its own.
- → Conflict identities never reach the model — it sees a clear / blocked / review verdict, nothing more.
- → AI never moves money — funding alerts notify the firm; people decide and act.
- → Every compliance flag quotes the transcript — no quote, no flag.
Why not just Clio?
Clio is the system of record. Ezra is the front office.
Ezra is built on Clio, not instead of it — and does the things a practice-management system, or a CRM bolted onto one, was never meant to.
| Capability | Clio alone | Generic legal CRM | Ezra |
|---|---|---|---|
| Built on Clio Manage as the system of record | Yes | — | Yes |
| Voice agent answers and qualifies every call | — | Partial | Yes |
| Marketing attributed to matters, not just clicks | — | Partial | Yes |
| KYC / AML, conflicts and engagement as gates | — | — | Yes |
| Consultations recorded → attendance note + SRA flags | — | — | Yes |
| Every £ drillable, corrections-aware | Partial | — | Yes |
Live at a working UK law firm.
Ezra runs the front office at Thomas Mansfield — handling intake, compliance and matter financials across thousands of live matters.
Not a prototype, not a pilot deck: the system a real firm runs on, every day.
Integrations
Built on Clio Manage. Plugged into the rest of your stack.
Ezra connects the tools your firm already runs on — practice management, accounting, marketing, calls and compliance — so the data moves itself.
Common questions
Answers, in brief.
- What is Ezra?
- Ezra is the AI front office for UK law firms. Built on Clio, it runs the whole client funnel — marketing attribution, intake, compliance and matter management — in one place, with AI agents working alongside the firm at every step.
- Who is it for?
- UK law firms. Ezra is in private beta and in production at Thomas Mansfield, a UK law firm running thousands of live matters on it.
- How does Ezra relate to Clio Manage and Clio Grow?
- Ezra keeps Clio Manage as your practice-management system of record — contacts, matters, time and billing stay in sync both ways. What it replaces is Clio Grow: Ezra is the AI-native front office in front of Manage — voice agents that answer the phone and create the lead, native intake forms, KYC/AML/DSAR workflows, recorded and transcribed consultations with AI attendance notes, and matter P&L that's drillable to the row.
- What does Ezra integrate with?
- Clio Manage and Xero for practice and accounts; Google, Meta and LinkedIn Ads plus GA4 and Search Console for marketing; Infinity and MediaHawk for call tracking, mmunicMail for forms, ElevenLabs for voice agents, Twilio for SMS/WhatsApp/voice, self-hosted Cal for booking, Recall.ai for meeting capture (video and in person), Deepgram for video-call transcription; Thirdfort for KYC/AML and DocuSeal for engagement letters.
- Does the voice agent really work?
- Yes — it's in production. The voice agent (ElevenLabs voice, Claude tool-calling) answers every inbound call, qualifies the enquiry, books a consultation onto the right fee-earner's calendar and creates the lead in the pipeline with the contact and matter context already attached. Per-firm configurable.
- Can we record and transcribe calls and meetings?
- Yes. A Recall.ai bot joins consultations on Zoom, Meet or Teams, announces consent when the client joins and tracks who attended; Deepgram transcribes those calls, with speaker detection. The recording auto-attaches to the matter from the participants on the invite, and AI drafts a UK attendance note for the fee earner to review and file. In-person meetings are captured by a desktop recorder app instead, where the fee earner obtains consent in the room; that capture is handled by Recall, not Deepgram, and the fee earner files it to the matter.
- Is Ezra multi-tenant SaaS?
- Not yet, by design. Today Ezra is deployed per firm — each customer runs on a dedicated stack so data isolation is structural, not configurable. A self-serve multi-tenant onboarding flow is on the roadmap; we'll let you know when it's ready.
- How do I get access?
- Ezra is invite-only while in private beta. Submit your work email at ezralaw.ai/#request-access and the team will be in touch.
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