Progress on the matter
Each custodian call and its result go onto the matter. The case team can see where retrieval stands.
Clio
Orvera + Clio Integration
Orvera AI connects to Clio, so its agents can run records follow-ups and keep the matter current. The agent logs custodian calls and next steps on the matter, and your case team can see where things stand.
Clio
Orvera AIHow it fits
Does Orvera integrate with Clio?
Yes. Orvera AI works with Clio and with the case and contact center tools you already run beside it. Law firms track retrieval work inside Clio matters. Our agent writes to the matter as soon as a custodian call ends, so the notes are there when someone looks. The agent sticks to the steps your team approved, and we build and deploy the connection.
Built in
- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified
What you get
What does the Orvera and Clio integration do?
Questions in your order
Each follow-up runs on your team's script, from naming the request to getting a delivery date.
Next steps set for you
After each call the agent records the next follow-up date, so open requests keep moving.
Secure handling
Orvera AI is SOC 2 Type II certified and HIPAA compliant. Access is role-based, and data is encrypted in transit.
End to end
How is the Orvera and Clio integration set up?
- Step 01
Interaction initiated
A follow-up comes due on an open records request, or a custodian calls back about one.
- Step 02
Workflow execution
The agent follows the steps your team approved for that type of request.
- Step 03
Context applied
Before and during the call, it reads the matter details from Clio.
- Step 04
System updated
The custodian contact, their answer and the next follow-up date get written to the matter.
- Step 05
Action triggered
If a request needs a person, say a dispute or a missing authorization, it goes to your team with the full summary.
In practice
Built for records retrieval on active matters
Custodian follow-up calls
The agent logs custodian calls and next steps on the matter, and the case team sees each call as it lands.
Handoff and escalation
Disputes and odd cases go to the person you chose, along with notes from every earlier call.
Steady follow-up
Follow-ups go out on schedule on every open request. Your team keeps its time for the hard cases.
Post-call updates
When the call ends, the request gets updated and the next follow-up goes on the calendar.
Capabilities
What your team gets with Orvera and Clio
Outbound and inbound calls
The agent makes the follow-up calls, and when a custodian calls back, it picks that up too.
Agent Assist on live calls
When a person takes the call, Orvera AI Agent Assist puts the Clio details and the next step on their screen.
Conversation summaries
Each conversation gets a short summary your team can read in a few seconds.
AI Quality Management
Every conversation gets scored against your quality checklist, whether the AI or a person handled it.
Reporting on every interaction
Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.
Clio
What outcomes does the Clio integration deliver?
- Retrieval progress visible on every matter
- Your team spends its time on the exceptions
- Handoffs carry the whole history
- Follow-ups stay on schedule
- A full log of every custodian contact
Related
Related Integrations
How do you get started with Orvera and Clio?
We start with your Clio setup and the requests your case teams track most. Then we design the workflows, build them and deploy them. Full deployment lands in 3 to 6 weeks, and we keep running the agents after they go live.