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.

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67% of prospective clients abandon form-based intake. After-hours callers who hit voicemail move to the next attorney in Google within 90 seconds. Clio tracks what happens after the intake. Presently recovers the intake before it's lost.

The Right Frame

We don't replace Clio.
We complete it.

If you already use Clio, keep it. Presently feeds structured intake summaries directly into Clio Grow and Clio Manage — your attorneys see a complete case record from the first call. Zero switching cost. Zero workflow disruption.

📁

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 becomes a Clio record before your attorney wakes up. No leads lost. No calls missed. No revenue walking to a competitor.

Side by Side

What Clio's voice AI can't do

Clio + CallRail Voice AIPresently
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 intake3 vendors: Clio + CallRail + Voice AI layer1 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 flat rate — the same price whether you have 2 attorneys or 20.

Clio Complete + CallRail Voice AIPresently 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.

The critical difference: Clio's voice AI requires CallRail — a separate vendor, a separate invoice, and $1.00/call overage after 50 calls per month. Presently has no per-call charges. No overages. One invoice.

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.

1

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.

2

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.

3

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.

4

Full record appears in Clio

The intake summary feeds into your existing 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

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presently.legal · founder@presently.legal · (832) 852-0019