Clio is where many firms keep contacts, matters, calendars and notes. With your permission, agents can read the context they need before a call or chat, such as the matter stage or the next date. They can also create a contact from an intake call, add a note and book a consultation on the calendar. We agree the exact fields and record types with you during the blueprint.
Give the agents the smallest access that does the job. An intake agent may need to create contacts and calendar entries but not read billing history. A client chat agent may need to read matter status but not edit it. We list the permissions in the blueprint so your administrator can approve each one.
Think about the first week after go-live. A person should check the contacts and notes the agent has created, and confirm that consultation bookings land on the right calendar. We review the log with you, adjust the rules and then widen the agent's scope step by step.
Tidy the fields the agents will rely on. If matter stages are used inconsistently, a status update will be only as good as the data. Decide who administers the connection and which calendar should receive consultations. A short clean-up before the build tends to save time during testing.