Clio

Connect Konci to Clio and give your AI phone assistant direct access to the practice management platform your firm already runs on. When a call comes in, Konci searches your Clio contacts by name, phone number, or email to check whether the caller is an existing client — so the assistant knows who it is speaking with and handles the conversation accordingly, without ever reading record details back over the phone.

When a prospective client calls, Konci captures them as a new lead in Clio with their contact details and the reason for their call already attached. Messages from existing clients are logged as notes on their contact record, so the right person at the firm sees exactly what was said and follows up with full context. No sticky notes, no missed intake, no morning voicemail triage.

Konci also books consultations directly on your firm's Clio calendar. The assistant checks open slots on the calendar you choose, offers real times to the caller, and creates the calendar entry before the call ends. You stay in control of access: connect Clio in read-only mode if you only want client lookups, or allow intake and scheduling when you are ready.