Presently vs. Clio Voice AI
Clio manages your cases.
Presently recovers the ones
you never knew you were losing.
Clio just added an AI voice feature. Here's what it can't do — and why it matters for bilingual law firms.
Book a 30-Minute Revenue AnalysisThe Right Frame
We don't replace Clio.
We complete it.
If you already use Clio, keep it. Presently emails a structured intake summary and full transcript within about a minute, in plain text you can paste into Clio Grow or Clio Manage. A direct Clio connection is in development. Zero switching cost.
Clio's job
Manage cases, track time, run billing, store client records. The best legal CRM on the market. Keep using it.
Presently's job
Answer every call after 6PM in English or Spanish, run a full intake, deliver a structured case summary to your attorney in 60 seconds, and call the client back to confirm they've been heard.
Together
Every after-hours call arrives as a complete intake before your attorney wakes up, ready to add to Clio. No leads lost to voicemail.
Side by Side
What Clio's voice AI can't do
| Clio + CallRail Voice AI | Presently | |
|---|---|---|
| Bilingual intake (English + Spanish) | ✗ English-first; Spanish not native | ✓ Bilingual by design — not a translation layer |
| 60-second client callback | ✗ Not included | ✓ Every caller hears: "The attorney has been notified. You are not alone." |
| Practice-area intake scripts | ✗ Generic call handling | ✓ PI, immigration, criminal, family, workers' comp — each custom |
| Structured case summary to attorney | ✗ Call log only | ✓ Name, number, issue, estimated case value — within 60 seconds |
| Attorney supervision architecture | ✗ Black box — no attorney review of AI output | ✓ Attorney sees every intake before it becomes a consultation |
| ABA Opinion 512 compliance posture | ✗ Third-party integration — unclear liability | ✓ Designed for attorney oversight of AI — bar-compliant by architecture |
| TCPA safe harbor | ✗ CallRail is an outbound marketing tool — exposure risk | ✓ Inbound-only, consent-first — structurally protected |
| Monthly Revenue Recovery Report | ✗ Not included | ✓ Calls answered · intakes · qualified leads · pipeline · ROI |
| Vendor count for intake | 3 vendors: Clio + CallRail + Voice AI layer | 1 system. One number to call when something's wrong. |
The Pricing Case
Clio charges per attorney.
Presently doesn't.
Clio + CallRail scales with every hire. Presently is priced per firm, not per attorney, with fair-use minutes; larger firms move to Premium or Custom.
| Clio Complete + CallRail Voice AI | Presently Core | |
|---|---|---|
| 3-attorney firm | $597–$697/mo | $799/mo flat |
| 5-attorney firm | $895–$995/mo | $799/mo flat |
| 10-attorney firm | $1,640–$1,890/mo | $799/mo flat |
| 20-attorney firm / annual | ~$37,560/yr — and climbing | $8,150/yr — same price forever |
* Clio Complete at $149/user/month (annual). CallRail base $55 + Voice Assist $95 = $150/month + $1.00/call overage beyond 50 calls. Presently Core at $799/month (annual $8,150). Figures as of July 2026.
What Happens on Every Call
60 seconds from ring to record
While your competitor's voicemail is recording a message that gets checked tomorrow morning, Presently has already notified the attorney and called the client back.
Call comes in after hours — in English or Spanish
Presently answers immediately. The caller hears their own language. A practice-area-specific intake begins — not a generic greeting.
Attorney receives a structured case summary in 60 seconds
Name, phone number, issue summary, case type, estimated value. The attorney is informed before the call ends.
Client gets a callback in 60 seconds
"The attorney has been notified. You are not alone." In English or Spanish. The client stays — they don't call the next attorney on Google.
Ready for Clio
The intake summary and transcript arrive by email, ready to add to your Clio workflow. Your attorneys wake up to a complete picture — not a stack of voicemails.
“Every night that passes without a system, those cases are being closed by another attorney.”
Maiker Kratc · Founder, Presently
Find out how much revenue your firm is losing after 6PM
A 30-minute revenue analysis: we show you the number, with no commitment.
Book Your Revenue Analysispresently.legal · founder@presently.legal · (832) 852-0019