Integration & Widget · 1 min read
Clio Integration for Law Firms
Clio is practice management software for law firms. Connecting it to FunnelStreams joins your case management with your marketing and follow-up.
What it does
- Sync clients: client details from Clio sync to your contacts.
- Calendar sync: events sync both ways between Clio and your FunnelStreams calendar.
- Review requests: automatically ask for a review after a case.
- Messaging: manage client messages in Conversations.
- Workflows: trigger follow-ups based on matter changes in Clio.
Step 1: Connect
- Go to Settings > Integrations.
- Find Clio and click Connect.
- Log in to Clio and allow access.
Step 2: Turn on review requests
On the Clio card, choose the Send Review option. Then, in Clio, check Send Review in the matter's custom fields when you want that client to get a review request.
Step 3: Build workflows
Create workflows that react to your clients' progress in Clio, such as a welcome sequence for new clients, appointment reminders, or a review request when a matter closes.
Also available
Once Clio contacts are in FunnelStreams, you can use reputation management, the chat widget, missed-call text back, and email and text campaigns with them.
Need help?
For Clio account questions, contact Clio support. For the connection, contact FunnelStreams support.