Overview 

The Clio integration combines your CRM's marketing automation with Clio’s legal practice management, allowing law firms to boost client engagement, improve online visibility, and streamline operations. With this integration, your firm can manage client communications, automate reviews, and improve your SEO, making it easier to attract and retain clients.


What is Clio?

Clio is a cloud-based legal practice management software designed to help law firms streamline their operations and improve productivity. It offers features such as case management, time tracking, billing, document management, and client communication tools. Clio aims to simplify and automate administrative tasks, allowing lawyers to focus more on delivering quality legal services.


Key Benefits of the Integration

  1. Automated Clientss Sync
    Sync clients from Clio to your CRM automatically. Nurture, convert and reactive contacts using Workflows, Conversations, etc. within your CRM.

  2. Automated Review Requests
    Request reviews automatically from clients, helping build a stronger online reputation. By integrating with Clio, you can ensure reviews are requested promptly at strategic points in the client journey.

  3. Enhanced SEO Visibility
    Your firm can automatically update over 60 essential web directories, optimizing your online presence. This improved SEO increases the likelihood that potential clients will find you in search results.

  4. Unified Communication
    Real-time messaging across multiple platforms (such as SMS, Google, your website, and social media) allows you to manage and respond to client inquiries more effectively, all through your CRM's unified chat interface.

  5. Calendar Sync
    Sync calendars two way between Clio and your CRM.


Steps to Integrate with Clio

Step 1: Connect with Clio

  • Access the integrations settings page.
  • Choose Clio from the list of available integrations and follow the instructions to connect your accounts.
  • Grant permissions as needed to allow data to flow between the CRM and Clio seamlessly.

Step 2: Enable review requests

  • Select the field 'Send Review' dropdown option in the Clio card if you wish to send reviews


Step 3: Customize Workflows

  • Set up automated workflows to trigger actions based on your clients' progress in Clio.
  • Configure review requests, chat responses, and automated follow-ups as per your firm’s needs.


Using the Integration for Your Law Firm

The following events are tied to the Matter in Clio. These actions are triggered when changes are saved within a matter.

  • Streamline Review Collection: Automatically collect reviews post-case, building your online reputation. To do this, check "Send Review" in your Matter's Custom Fields.
  • Calendar Sync: Sync calendar events two-way between Clio and your CRM.
  • Centralize Messaging: Manage all client messages in one place, ensuring timely responses and a professional client experience.
  • Sync Clients: Client details are synced automatically with your CRM when you create/update Matters.

In addition, the integration also supports the following features that are native to :

  • Monitor and Improve SEO: This integration will manage your listings across directories to improve visibility.
  • Automate Client Communications: Create custom workflows to send reminders, updates, and follow-up messages automatically.


Troubleshooting and Support

If you encounter any issues during setup, Clio and your CRM both offer support resources. Visit the Clio Help Center or reach out to our support team for additional assistance.

With the Clio integration, your law firm can automate essential tasks, improve client engagement, and ultimately provide a better client experience. Integrating these platforms will streamline your operations and set your firm up for greater growth.