Klarefi

Clio intake that reads what new clients send.

Clio intake with Klarefi means a new client's documents are read, checked and completed with the client before a fee earner opens the matter in Clio Manage. Klarefi is an AI intake agent for law firms. It reads what the client sends, asks in a chat for anything missing or contradictory and links every date, party and amount to the sentence it came from. Your lawyer decides whether to take the case and what to advise.

Published

What Clio Grow and Clio Manage do.

Clio describes Clio Grow as “client intake and CRM software for law firms” that helps firms “capture leads, track your pipeline, sign clients, and grow through marketing and reviews”. It says Grow “responds to inquiries, screens for fit and conflicts, books consultations, and turns good-fit leads into clients”, and that Grow AI “sends intake forms and follows up on unsigned agreements”.

Clio describes Clio Manage as “cloud-based legal practice management software” that “makes it easy to run your firm, organize cases, and collaborate with clients”. Clio says that when a lead becomes a client, “everything they've shared carries into the rest of Clio”.

Quotes come from the sources at the foot of this page.

Where a new matter stalls.

Grow gets a lead to a signed client. The matter then depends on documents. For an employment claim that means the contract, the dismissal letter, payslips, any grievance and the ACAS early conciliation certificate if there is one.

They arrive in pieces, some weeks later by email. Someone reads each one to find the employer's legal name, the dates and the pay. When the dismissal letter is missing or the dates disagree, someone writes to the client, and the matter waits for the answer.

What Klarefi does in front of Clio Manage.

The new client gets your own intake form for that kind of matter, on your own domain. It reads each document as it arrives and checks it against the facts your fee earner needs.

When a document is missing or two documents disagree, Klarefi asks the client in the same conversation. It can check a company name against Companies House. Every fact links to the line it came from, and a fact it cannot find is marked missing and never guessed.

Klarefi gives no legal advice and does not decide whether to take a case. Conflict checks stay in Clio. Your lawyer reads the cited file and decides.

What Klarefi hands over today.

Klarefi hands a finished case over through its own API and webhooks. This is what exists today:

A webhook at each step
Klarefi sends a signed message to an address you register, for example when a new matter's file is ready for review or when your fee earner has finished reviewing it.
The case package through the API
Your receiver reads the package: every fact with its source, the results of your checks, what is still open, the documents, a summary and a signed read-only link to the case file.
Your own reference
When an intake starts you pass your own reference, such as the Clio matter number. It comes back in every message Klarefi sends.

There is no ready-made connector between Klarefi and Clio, and Klarefi is not in the Clio App Directory. How the case package reaches Clio is agreed and tested in a pilot.

Where the package lands in Clio.

Clio publishes API references for Clio Grow and Clio Manage on its developer site, with servers in several regions including Europe. Clio also documents private apps, built for a single firm's own Clio Manage account.

A receiver written for your firm could read the Klarefi package and use those published APIs. These are the objects Clio documents. Which ones you use is agreed in the pilot:

Clio Grow: inbox leads
The Grow API creates an inbox lead with first_name, last_name, email, phone_number, from_message, from_source, referring_url and an optional matter_type.
Clio Manage: notes and documents
The Manage API v4 creates notes and documents, so the summary, the case file link and the source documents can sit on the matter.
Clio Manage: custom fields and tasks
The Manage API v4 also covers custom fields and tasks, for example a field your firm keeps for the date employment ended, and a task for the fee earner.

Example: a new employment matter.

Example with invented names and dates. It is not a customer result.

  1. A new client signs your engagement letter for an unfair dismissal claim. Your team sends them a Klarefi link for the matter.

  2. The client uploads the employment contract, the dismissal letter and three payslips. The contract names the employer as Harbour Lane Logistics Ltd. The dismissal letter is on Harbour Lane Distribution letterhead. Klarefi checks both names at Companies House and asks the client which company employed them. The client uploads a P60 from Harbour Lane Logistics Ltd.

  3. The dismissal letter gives the last day of employment as 14 March. The client wrote 28 March on the form. Klarefi asks about the difference, and the client explains that notice was paid in lieu. Both dates stay in the file with their sources. Working out what they mean is the solicitor's job.

  4. There is no ACAS early conciliation certificate. Klarefi asks whether the client has contacted ACAS yet. The client has not, and the file marks it as open.

  5. Your fee earner opens a file where every date, party and amount links to its source, with your checks and anything still open, and decides what to advise.

  6. Klarefi sends a webhook. The receiver agreed in the pilot adds the summary as a note on the matter in Clio Manage, uploads the documents and creates a task for the fee earner.

Questions law firms ask.

What works with Clio for client intake?
Klarefi works next to Clio Grow and in front of Clio Manage. It reads a new client's documents, asks for what is missing and links every fact to its source, then hands the case package over through its API and a webhook. There is no ready-made connector for Clio. The route into Clio is agreed and tested in a pilot.
Clio Grow already sends intake forms. What does Klarefi add?
Grow captures the lead, screens for fit and conflicts, books the consultation and gets the agreement signed. Klarefi reads the documents a matter depends on, asks the client about gaps and contradictions, and cites each fact. If your matters need few documents, Grow's forms may be all you need.
Does Klarefi run our conflict checks?
No. Clio says Grow screens for conflicts, and your conflict check stays in Clio. Klarefi can check a company name against Companies House and shows the result in the file for your team to judge.
Does Klarefi give legal advice or decide whether to take a case?
No. Klarefi prepares the file. Your lawyer reads it, can correct any fact and decides whether to take the case and what to advise. Every step is logged.
Where is client data stored?
In the EU by default. Documents are read with AI models through OpenRouter, including providers in the United States. The security page has the details, and a data processing agreement is available.

Sources

Read more.

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