Around Clio, the phone answered.

Clio keeps matters, trust accounting and billing. Daciel answers the phone in the firm's name, follows up the enquiry, chases the retainer and holds approvals.

Chat

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Connects to Clio and the tools you run.

One record around the system you keep

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The call the system cannot take

"I need to speak to someone about my case today." A law firm runs on Clio, and Clio does not answer the phone. Daciel does, in your name, with the record open: it books or transfers, files the call, follows up the quote, chases the invoice and holds anything binding for the person you named. It does not keep matters, trust accounts or court deadlines; it does not give legal advice on a call; privileged material stays in the practice system you connect.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two jobs it does on day one

Intake answered and conflict-checked

The enquiry answered in the firm's name, intake fields captured, a conflict check queued for a person, the consultation booked into the calendar.

See answering for law firms

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Retainers and invoices chased

Reminders by email and a call on the sequence a partner approved, paused if the client disputes, stopped when the trust deposit or payment lands.

See dunning

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What the suites leave out

Search "legal practice management software" and the results are vertical suites: Clio, MyCase, PracticePanther or Smokeball. They keep matters, trust accounting, court deadlines and legal billing, and they are good at it. Daciel is not one of them and this page will not pretend otherwise.

How Daciel works around Clio

Connect Clio

With the permissions of the person who connects it. Daciel reads the schedule, the customers and the invoices it is allowed to.

Forward the line

On busy, after hours or always. The agent answers in your name from your brief.

Calls become records

"The retainer invoice is sixty days old and the client has not replied." Booked, transferred or filed, on the customer, with the transcript.

Follow-up and chase

"A new enquiry came in from the website at 9pm." Quotes followed up from your mailbox; invoices reminded on the sequence you approved.

Approvals and people

Vendor bills, refunds and hires held for the named person; the team on the same record.

Legal practice management software, compared

The vertical suites that hold this search, and Daciel, which sits around them. Compared on what each owns, how a person stays in control, and the price.

	Best for	Channels	How a person stays in control	Published pricing
Clio	Law firms that want matters, billing and trust accounting in one	Matter management, time and billing, trust accounting, client intake, documents	Roles and permissions per firm	Per user per month by tier, published
MyCase	Small firms that want case management with client portal and billing	Cases, billing, client portal, documents, intake	Roles and permissions	Per user per month by tier, published
Dacielthis site	Businesses that want agents set up for them in five questions, editable afterwards as an ordinary graph	Email, messaging, phone and a thousand connected tools; a canvas of ordinary nodes	Approval nodes with a named person and an expiry; every run logged with its cost	Contact Daciel for business plan availability and pricing.

Competitor pricing as published on each vendor's site, read 2026-08-19. Where a vendor publishes nothing, the row says so.

Your system, your rules

See pricing

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Connects to

Connector's permissionsReads and writes Clio as the person who authorised it

Answers from your briefHours, services, prices you allow, and what goes to a person

Binding actions heldQuotes outside your list, refunds and commitments wait for the named person

Safe beside Clio. Daciel writes into it with the permissions of the person who connected it, answers only from your brief, and holds anything binding for a named person.

How permissions work

Questions people ask before buying

Does Daciel replace Clio?

No. Clio keeps matters, trust accounting, court deadlines and legal billing. Daciel connects to it and takes the phone, the follow-up, the chasing and the approvals around it.

Which law systems does it connect to?

Clio, MyCase, PracticePanther or Smokeball, through a connection made by a person whose permissions it inherits, plus your calendar, mailbox and books.

What does the agent do on a call?

Answers in your name from your brief, books or moves appointments in your system, quotes only the prices you allow, transfers emergencies live, and files the call on the customer.

What will it not do?

It does not keep matters, trust accounts or court deadlines; it does not give legal advice on a call; privileged material stays in the practice system you connect.

What does it cost?

Contact Daciel for business plan availability and pricing.

AI for law firms Answering service for law firms Invoicing software Document management software

Built for the future. Available today.

See pricing