Clio is the system of record. Ezra is the front office.
Clio runs the matter and the bill. A generic CRM bolted on top adds a pipeline and little else. Ezra is the layer in front — it answers the phone, clears compliance, records the meeting and keeps the money explainable — and writes it all back to Clio.
Request access →Capability by capability
| Capability | Clio alone | Generic legal CRM | Ezra |
|---|---|---|---|
| Built on Clio Manage as the system of record Two-way sync of contacts, matters, time and billing — Ezra adds to Clio Manage rather than replacing it. | Yes | — | Yes |
| Voice agent answers and qualifies every call An AI voice agent answers inbound calls, qualifies, books the consultation and creates the lead — 24/7. | — | Partial | Yes |
| Marketing attributed to matters, not just clicks Every enquiry tied back to its ad, call or organic source — and forward to the matter and fee it became. | — | Partial | Yes |
| KYC / AML, conflicts and engagement as gates Onboarding can't complete until identity, sanctions, conflicts and the engagement letter all clear. | — | — | Yes |
| DSAR handled end to end Gather, redact, export and purge a subject-access request, with a mandatory review gate and an ICO-ready trail. | — | — | Yes |
| Consultations recorded → attendance note + SRA flags A bot records and transcribes the call; AI drafts the file note and flags privilege, undertakings, AML and more — each quoting the transcript. | — | — | Yes |
| Every £ drillable, corrections-aware Click any figure to the rows behind it. Write-offs, credit notes and fee re-attributions are baked into every report. | Partial | — | Yes |
| Money-at-risk and trust reconciliation Funding coverage and runway per matter; the Clio client-account ledger reconciled every 15 minutes. | — | — | Yes |
| Revenue-leakage audit across the firm Detects calendar, recording, communication and idle-matter leakage and estimates the £ at stake. | — | — | Yes |
| One AI brain across email, SMS, WhatsApp and voice Drafts queue for human approval; one verified firm sender; do-not-contact and opt-outs enforced at send. | — | Partial | Yes |
“Clio alone” means Clio Manage with Clio Grow — Clio’s own front office. Yes = built in. Partial = possible with extra tools or manual work. — = not available.
The short version
Ezra doesn’t ask a firm to leave Clio — it makes Clio do more. Contacts, matters, time and billing sync both ways, so the system of record stays authoritative while the front office finally has a brain.
The difference shows up where it matters: a call answered at 9pm, a conflict caught before onboarding, a write-off that still reconciles, a matter flagged before it runs past its funding.
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