Professional Services
Every consultation call starts with the same questions.
Clio screens inquiries, qualifies them, books consultations, and routes anything urgent straight to your team.
- CallerHello, kal shaam appointment mil sakta hai?
- ClioBilkul. Kal 4 baje aur 6 baje free hain. Kaunsa theek rahega?
- Caller4 baje. Haan, book kar dijiye.
- ClioDone. Kal 4:00 PM confirm hai. Details WhatsApp par bhej rahi hoon.
- Understood: booking
- Checked calendar
- Caller said yes
The problem
What actually happens to a call before Clio.
What Clio handles
Consultation requests
Intake qualification
Scheduling
Human escalation
Follow-ups
Call in action
A real script, run against a scripted demo conversation — no call is placed.
Caller“I'd like to schedule a consultation.”
AI“Happy to help — can you tell me briefly what it's regarding?”
Caller“A contract review.”
AI“Got it — I have Tuesday at 11 AM open. Does that work?”
Demo conversation — no call is placed.
Industry capabilities
Answer
Picks up every professional services call, aware of your business hours.
Understand
Follows the conversation in natural language, in English and 11 Indian languages.
Qualify
Asks the right questions and scores the caller as the conversation happens.
Act
Takes the real action your business needs — booking, updating, or sending — directly.
Transfer
Brings in your team live, with full context, the moment a call calls for one.
Real business workflow
Incoming call
Ask intake questions
Qualify the request
Book a consultation
Escalate if urgent
What your team would actually see
Why Clio
Every call is recorded and transcribed automatically.
Provider credentials are encrypted at rest, not stored as plain text.
Phone numbers and emails are redacted from logs.
Per-call cost is tracked and visible, across every provider.