AI Chatbot Development with Clio Integration for Law Firm Intake

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We’re a law firm in Texas looking to build an AI-powered chatbot to handle client intake, document uploads, financial disclosures, basic pricing conversations, and conflict checks. You don’t need to know the law—but you do need to understand automation, workflows, and how to make things work right the first time. We’re using: - Clio Grow + Clio Manage - Zapier and Power Automate - WordPress (managed by a third party) - OpenAI (GPT-4 API) for the AI backend - Clio Payments for payment - Clio Grow’s signature tools (likely HelloSign under the hood) What We Need Built: - A chatbot (hosted securely) that: - Guides prospective clients through a smart intake process - Offers document upload links/prompts - Asks for financial info and separate property disclosures - Performs a conflict check (asks for spouse’s name, compares to a database or list) - Delivers a pricing quote based on fact patterns we provide - Sends an engagement letter and routes to payment - Integration with Clio: - Send structured data into Clio Grow and/or Manage - Upload files and logs into correct client folders What You Need to Know: - You should be confident working with Clio’s API or through Zapier/Power Automate - You need experience deploying OpenAI/GPT in production workflows - You should know how to work with secure document uploads and handle sensitive data - You’ll need to handle both the backend logic and front-end chatbot interface (low-code or light custom code is fine) Bonus Points If You: - Have experience building legal tech tools - Can build a lightweight client portal or branded intake page - Know how to structure JSON outputs for automation What We’ll Provide: - A detailed spec sheet - Workflow maps and logic - Copy and tone of voice for the chatbot (“Casey”) To Apply: - Tell me what tools you’d use to build this - Send examples of similar work, especially anything tied to law, Clio, or AI/chatbots - Let me know your typical turnaround time and rate

Keyword: Product Manager

Price: $30.0

Lead Generation Chatbot Development API Communications Artificial Intelligence Web Development