| What it does | AI legal intake software that helps law firms respond faster, qualify prospects, and book consultations 24/7
| Free command-line tool to export your entire Clio account with documents to your own computer
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| Stage | Startup
| Established
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| Founded | 2026
| 2015
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| Based in | US
| RS
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| Pricing model | Paid
| Open source
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| Pricing | Pay-as-you-go pricing based on qualified consultation opportunities (COIs) captured. CORE bundle: $40/COI with 25 credits. GROW bundle: $35/COI with 50 credits. SCALE bundle: $30/COI with 100 credits. Refundable implementation fee. Credits auto-refill and bundle can be changed anytime. Free 30-day p
| Free. Requires Node.js 20 or later and a Clio developer app (free from Clio). Optional: Clio Backup setup at $500 one time for nightly automated backups to OneDrive, SharePoint or S3.
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| Key features | - AI voice agents that answer calls 24/7 and place outbound callbacks to missed and after-hours inquiries
- Humanlike SMS and web chat for real-time prospect qualification
- Email and SMS nurture for persistent, personalized follow-up
- Missed-call recovery with automated follow-up workflows
- Qualification criteria application consistent with firm requirements
- Integration with CRM and case management platforms including GoHighLevel
- Pipeline Audit diagnostic to identify intake gaps and measure performance
- Dashboard showing audit score, COIs captured, and estimated recovered case value
- Pipeline IQ executive summary with cost per COI and channel performance metrics
| - Export all Clio data types: matters, contacts, notes, tasks, calendar entries, time entries, expenses and bills
- Documents exported to folders per matter with folder structure preserved
- Records exported as both JSON and CSV formats
- Read-only operation with no ability to modify Clio account
- Resumable exports that continue without duplicates after interruptions
- Dry-run mode to estimate export time before running full export
- Completion report matching record counts with Clio to verify nothing is missing
- Runs on macOS, Windows and Linux with Node.js 20 or later
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| What makes it different | - Built specifically for law firms by practicing attorneys in litigation, corporate law, and AI patent practice, not a generic AI chatbot repurposed for legal
- Compliance-first design that eliminates unnecessary risk from generic AI vendors in legal intake
- Pipeline Audit diagnostic with 30-day refundable pilot to prove value before commitment
- Revenue optimization layer that captures leaked leads from existing marketing spend without hiring additional intake staff
| - Includes documents, bills and trust transactions that Clio's built-in export omits
- Completely free and open source under MIT license
- Data stays on your encrypted disk, you control all credentials and storage
- Logs do not contain client data for privacy and security
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 18 ● no change since last check | 30 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 3 |
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| Citation Flow (Majestic) | 21 | 34 |
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| Referring domains (Majestic) | 58 | 61 |
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PipelineLift
Clio Export