Client Intake & Conflict Screening for Estate Planning Attorneys with Clio
Run client intake & conflict screening on autopilot inside Clio.
The Problem
Every new Trusts & Estates lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Clio
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
Clio Integration Approach
Audit your Clio configuration
We map the specific Clio objects, custom fields, and workflows the automation needs to touch for your trusts & estates practice.
Build on the Clio API or agent
Integration happens inside Clio — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in Clio?+
Yes — we build directly on Clio's API or agent integration. Your data stays in Clio, your estate planning attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What Clio configuration do we need before deployment?+
We work with your existing Clio setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for trusts & estates teams.
Can Clio handle client intake & conflict screening on its own?+
Clio handles configuration; AI handles judgment. Native Clio workflows route deterministic tasks; our automation layer adds the AI judgment Clio doesn't ship out of the box — document classification, exception triage, drafting.
Is Clio the right tool for client intake & conflict screening for estate planning attorneys?+
Clio is widely used among trusts & estates teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Clio for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Clio?+
For trusts & estates firms running Clio, automation typically pays back inside the first quarter — measured against the loaded cost of the estate planning attorney hours absorbed. Higher volumes deploy faster.
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See this running in your Clio instance
30-minute call. We'll look at your actual Clio setup and show exactly how this workflow fits.