Clio Grow AI
Clio Grow AI or a managed AI front desk?
Clio added AI intake agents to Clio Grow in August 2026. Here's what they do, from Clio's own help center, and where a managed desk does something different.
What Grow AI does
Clio announced Grow AI on 20 August 2026, as reported by LawNext. According to Clio's help center, it has three agents: a voice agent for phone calls (US only), an email agent and a website chat tool. Each one gathers contact and case details, produces a fit assessment against your practice areas and the places you serve, flags potential conflicts for your review, and can book a consultation through Clio Scheduler. It also follows up on leads with an incomplete form, an unsigned agreement or an unbooked consultation.
The voice agent, in Clio's words, "answers inbound calls when your team is unavailable". Calls reach it after hours or when your lines are busy, through call forwarding to a number Clio assigns.
How a firm sets it up
An administrator sets it up in Clio Grow, under Settings and then Grow AI. Grow AI can read your website and suggest intake criteria. For each practice area you pick the details to collect from a list (name, email, phone, a summary and the location are always collected), add up to 10 locations you serve, and turn booking on with an appointment type. You edit a starter set of questions and answers, choose the languages, and pick the voice, the greeting and whether the agent says it's AI. A test panel lets you try email, phone and chat before you go live (Clio help center).
How Grow AI charges
Clio bills Grow AI by results: a charge for each matter your firm hires that Grow AI helped with, and nothing for leads that don't convert. New firms get a free trial covering a set number of hires. You can set a monthly hiring target, and once it's met, Grow AI pauses until the next billing cycle. Clio notes that the target isn't a billing cap, because matters already in progress can still be hired and charged (Clio help center).
Side by side
From Clio's help center, read on 23 October 2026, and from how we run our own desk.
| Clio Grow AI | Infinivo | |
|---|---|---|
| When it answers the phone | When your team is unavailable: after hours or when lines are busy | Every call, or only overflow and after hours, your choice |
| Who sets it up | Your administrator, in Clio Grow settings | We build it with you and run it |
| Intake questions | Picked from a list per practice area, plus your own Q&A | Your own intake sheet, in your order, per practice area |
| Urgent calls | Leads arrive in the Clio Grow inbox with a score. The help articles don't describe an urgent alert or a live transfer | Marked urgent, posted to Slack or texted to whoever's on call, with a link to the recording |
| Says it's AI | A setting the firm chooses | Always, at the top of every call, chat and email |
| CRM | Clio Grow | Filevine, Litify and Clio |
| When volume is high | Pauses once the monthly hiring target is met | Keeps answering |
| How it charges | Per matter hired with its help | Nothing until five qualified consultations, then a flat monthly fee. Never per case |
Which one fits
Grow AI makes sense for a firm already living in Clio Grow, with staff who answer during the day and someone happy to own the setup. It's native to the system you use, and you only pay when a matter's hired. A managed desk makes more sense when you want every call answered by the same desk, you want urgent calls pushed to a person straight away, your firm is on Filevine or Litify, or nobody in the office has time to build and tune intake. Each of our desks has a live demo line you can ring: injury, criminal defense and immigration.
Using both
If you're on Clio, the desk writes every matter into Clio with the recording, the transcript and a disposition, so Clio Grow stays your system of record. Some firms will want Clio's tools for follow-up and ours on the phones, and that works.
Questions about Clio Grow AI
Does Clio have its own AI for answering calls?
Yes. Grow AI's voice agent, inside Clio Grow, answers inbound calls when your team is unavailable, for firms in the US. It gathers case details, screens the caller and can book a consultation during the call.
What AI intake works with Clio Grow?
Clio's own Grow AI, and outside tools that write into Clio. Our desk writes every matter into Clio directly. Clio's App Directory lists other integrated intake tools too.
How does Clio charge for Grow AI?
Per matter your firm hires with Grow AI's help, with nothing for leads that don't convert, according to Clio's help center. A monthly hiring target pauses Grow AI once it's met. Clio's own pages have the current figures.
Can I use a managed AI desk if I'm not on Clio?
Yes. We write to Filevine, Litify and Clio directly. If you're on something else, bring it to the call and we'll tell you honestly whether we can wire it.
Ring a live desk, then compare.
Each of our desks has a demo line you can call today. If you're weighing it against Grow AI, book 30 minutes and I'll go through both with you honestly.