AI client intake that never sleeps.
A missed call is a missed client. Ezra answers every inbound enquiry with a voice agent that qualifies, books and logs — so nothing depends on someone being free to pick up. It's the AI-native front office that replaces Clio Grow, writing every lead back to Clio Manage.
Request access →At a glance
- 01
Enquiry in
call · form · ad · referral
- 02
AI triage
qualify · score · conflict
- 03
Booked
right fee-earner's calendar
- 04
Lead created
full context attached
What it does
01
A voice agent that answers and acts
Inbound calls are answered by a voice agent that qualifies the enquiry, captures contact and matter detail, books the consultation onto the right fee-earner's calendar, and creates the lead in the pipeline — all before anyone reaches for the phone. Per-firm config controls the script and voice.
02
Six lead sources, one queue
Web forms, phone calls (Infinity and MediaHawk), email, voice agent, manual entry and referrals — all land in one stage-tracked pipeline. Nothing falls between the tools.
03
A native forms editor that partners can embed
Build intake forms in a drag-drop editor — fields, conditional logic, per-form email actions. Embed on any partner site with a one-line script; UTMs and ad click IDs are forwarded automatically. No third-party form vendor required.
04
AI on every lead, working alongside you
Every lead gets an AI summary, a relevance score and a quality rating — automatically. Duplicate enquiries are flagged for review, never silently merged. Conflict-of-interest triggers run before anyone touches it.
05
Follow-up that never drops the ball
No answer? The agent follows up automatically on the client's preferred channel — WhatsApp, then SMS, then email. A reply re-engages it; a human taking over, or a conflict flag, pauses it at once. Every client-facing message waits for approval before it sends.
06
A clear three-state lifecycle
Every lead moves through three states — new, promising, qualified — with a verified flag once the basics are checked. The pipeline tells you exactly where the next ten minutes should go.
What’s included
- → Voice agents that answer, qualify, book and create the lead
- → Replaces Clio Grow — intake, CRM and booking, AI-native
- → Six lead sources unified into one stage-tracked pipeline
- → Native drag-drop forms editor — embeddable on any partner site
- → AI summary, relevance score and quality rating on every lead
- → Automatic multi-channel follow-up (WhatsApp → SMS → email)
- → Duplicate detection and conflict-of-interest pre-checks
- → Consultation booking onto the right fee-earner's calendar
Works with
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