Clio, MyCase, & PracticePanther Sync

Screen client inquiries and book consultations automatically — 24/7.

AgenticBridge AI builds custom legal intake phone and chat assistants that connect directly with Clio, MyCase, and PracticePanther. They screen new client inquiries against your firm's practice area parameters, qualify case details, and schedule consultation appointments directly on your attorneys' calendars.

Onboarding workflow

Simple 3-step setup

We align the AI system with your legal intake parameters so only high-viability cases are booked.

STEP 1

Intake & Case Management Sync

We connect the voice/chat agent with your legal CRM (Clio, MyCase) to pull attorney calendars and check scheduling slots in real time.

STEP 2

Viability Screening Parameters

We map your screening questionnaire — training the agent to check practice area match, conflict status, timelines, and financial ranges before booking.

STEP 3

Go Live & Intake Cards Logging

Your AI assistant is launched. Pre-screened inquiries are scheduled, and detailed intake summary cards are logged directly into Clio case folders for attorney review.

Transparent, ROI-Focused Pricing

Start with our entry-level AI Chat Agent for $399/mo, step up to the AI Front Desk bundle, or get full department coverage. All law firm intake modules use our universal pricing structure.

View Universal Pricing Plans →

What managing attorneys are saying

★★★★★

"We filter out low-match inquiries before we spend lawyer time. The AI screens conflicts and checks jurisdiction timelines automatically. Inquiries are qualified, logged to Clio, and consultations are booked in real-time."

DL
David L.
Managing Partner
Book a Demo

See your AI intake agent in action

Book a free demo call and we'll show you exactly how we screen matters and write client intake cards.

Or email satvikshukla@agenticbridgeai.tech