We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Clio will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.
Integration allows Lawvex to seamlessly
tie front-office to back-office together
We are transforming the way the Clio firms engage with clients and the business results are RAD!
We help Clio firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"
We compliment Clio with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone.
We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.
Helpful Resources to Get Started
Lawvex leverages Clio & Case Status to get balance between back-office work & front-office engagement.
Integrate Case Status into your Clio ecosystem
The next section is intended to set expectations of how to set up the integration for Clio and how the integration works.
Requirements for full Clio integration capabilities:
- Must have a login for an active Clio account
- Must have a Case Status Login and must be configured prior to integration
The Clio integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select Clio as the case management system under ‘integrations’.
This will redirect you to log into your Clio Account. Once logged in select 'Allow Access' to Case Status and the integration setup will be complete.
How the Integration Works
Once the integration has been set up, Matters can be imported into Case Status. There are two ways this can be configured:
- Import/Sync all cases: All Matters with the required fields will be imported into Case Status. The automatic sync runs nightly at 9:15 PM UTC and will import/sync all Matters. The sync can also be triggered manually at any time. The first sync will pull all cases from the last 10 years. After the first sync, the sync will only pull cases from the last 12 months. Your implementation manager can reset the sync to pull all cases from the last ten years. Duplicate cases will not be added.
- Import/Sync Matters individually: Matters can be imported/synced individually using the integration ID within the URL in Clio.
The integration allows for both messages and documents in Case Status to automatically sync to the Matter in Clio
- Messages will sync automatically every two minutes and can be found in the ‘Communications’ section within the matter. All messages that are synced will have the Subject "Case Status Message.” The ‘From’ field will display the sender and the ‘To’ field will display the recipient
- Documents will sync automatically every 20 minutes and can be found in the ‘Documents’ tab within the associated Matter.
Case Status supports closed case syncing with the Matter in Clio.
- When a Matter is closed in Clio, it will also be closed in Case Status when the nightly sync runs.
Additional Items that Require a Zapier Account:
Automatically updating the stage of a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a change in Case Status to move to a specific stage. For example, a zap can be set up so that when a task is completed called “Update stage to Released From Treatment” is completed, the stage in Case Status can be updated to something like, “Released from Treatment” or “Treatment Completed”
Automatically send a message from a matter in Clio on a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a message to be sent in Case Status. For example, a zap can be set up so that when a task is completed in Clio, the name of that task could be sent through Case Status such as {{Your Firm Name}} has completed a task on your matter: {{Name of Task}}. This zap can not create or mark Case Status tasks as completed.
Automatically create or close a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a case to be created or closed. Some utilize Zapier to create or close cases in real-time vs waiting for our integration to run each night; however, if Zapier is not set up correctly, this can cause your integration to fail.
Please refer to our help center article on Salesforce field mapping here.
