Clio + Sempull bilingual legal intake

How the Clio integration works

Sempull's bilingual intake specialists open a new Clio Grow lead the moment a caller passes qualification, then convert it to a Clio Manage matter once the retainer is signed. Custom fields, practice areas, and originating attorney are all mapped from the intake script, so nothing gets rekeyed.

Use cases

• 24/7 after-hours intake auto-creates Clio Grow leads with source, campaign, and referring party
• Signed e-signature retainers convert the lead to a Clio Manage matter with billing rate and responsible attorney
• Spanish-language call summaries and audio recordings attach to the contact card