We don't use Clio. Does it work with MyCase, Filevine, Litify or another system?
Clio is the only case-management system we connect to directly. Everything else still works without it: the agent answers, runs the intake, books or requests a consultation or promises a callback, and emails you after every call except one we're confident is spam.
For any other system, turn on the webhook in Settings: after every call except one marked as spam we send the caller's details and the intake to an address you choose, and a Zapier "Catch Hook" address can pass them on to most case-management systems and spreadsheets (the help answer on Zapier and your own system has the steps). The email carries the same details, so you can also copy them in by hand; some systems can create a lead from an email forwarded to an address they give you.
Without Clio, the agent does not check callers against your existing clients and matters, and each email tells you to run your own conflict check before you contact the caller.