What does it do?
Here are the main ways to use this integration:
- Sync Client Data: Automatically sync client data from Clio to the platform when a matter is closed, ensuring your client information is always current and ready for seamless communication.
- Automate review requests: Automatically request reviews from clients who have recently closed a case. This streamlined process helps you gather valuable feedback, build your online reputation, and attract new clients to your firm.
- Enhanced Client Communication: Use the platform to communicate effortlessly with your clients. Send updates, case notifications, and follow-ups directly from the platform, enhancing your client experience and keeping them informed.
How does it work?
To set up your connection with Clio, click on the “Request connection” button. Our support team will work with Clio to get your connection set up within 24-48 business hours. You will receive a notification once the connection is successfully established, and you can disconnect at any time.
Requirements
- A Clio account
Works With
- Clients: Contacts
