Automate Clio with Intelligent Messaging & Calling
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices. Transform your Clio workflows into intelligent SMS, WhatsApp, and phone call campaigns with just 2 simple steps.
What is Agentic Send?
Agentic Send is Seasalt.ai's revolutionary AI-powered automation that collapses complex multi-step Zapier workflows into a single action. Instead of manually configuring 5-17 steps, you simply tell the AI what you want to do.
Traditional Workflow
Fragile 5-Step Process:
- • Event trigger
- • Extract data with formatter
- • Check if data exists (Path)
- • Validate data format (Path)
- • Send message
Agentic Send Workflow ✨
Simple 2-Step Process:
- • Event trigger
- • Agentic Send (AI handles everything)
Ways to Use Clio
Why Agentic Send?
Transform your Clio workflows into intelligent messaging with zero complexity
Radical Simplicity
98% Open Rates
Messages get read within minutes
AI Data Cleaning
Global Reach
190+ countries • 200+ carriers • Instant delivery
How it Works
Connect
Select Clio
Prompt
Tell the AI what to do in plain English
Activate
The AI handles the data extraction and sending
Popular Use Cases with Clio
New lead notifications
Deal stage change alerts
Contact engagement campaigns
Popular Clio Triggers
Ready to Automate Clio?
Join thousands of businesses using Agentic Send to simplify their workflows