AI-Agents for Handoffs working with Clio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send Notes by Email
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Works with
18 tools
18 tools
Draft Introduction Replies
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Works with
24 tools
24 tools
Send PDF Signature Requests
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Works with
14 tools
14 tools
Draft Job Offer Letters
Your job offer letter draft appears on the offer request, ready for recruiter review before anyone sends it to the candidate.
Works with
9 tools
9 tools
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