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.
Become a leader in legal client services and win new clients at scale
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.
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Lawvex leverages Clio & Case Status to get balance between back-office work & front-office engagement.
See how California's #1 leading employee law firm delights their clients and drives awesome business results.
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.
Clio Legal SoftwareManaging a law firm business is a colossal challenge, and that’s putting it lightly. The average lawyer works 44-65 hours a week, but in reality, most find themselves working at home, on the weekends, and extending their work far beyond their billable hours.
In addition to working faster, firms are struggling to keep up with their clients, improve communication, manage all their paperwork, and handle the never-ending stream of phone calls, emails, messages, and meetings. Clio integrated with a legal client app, such as Case Status, is a solution to streamline all these complex, time-consuming tasks into easy-to-use platforms.
Not familiar with legal software? Don’t worry. Our guide will cover everything you need to know.
What Is Clio Software?
Clio is a legal management software that helps law firms be more efficient and organized. It features various automation tools that can help your firm perform its most essential tasks faster and more accurately. Think document templates, billing, time tracking, and automatically scheduled deadlines based on court rules.
Clio is divided into two software: Clio Manage and Clio Grow.
Clio Manage
A dedicated law firm management software that offers document storage, matter organization, real-time updates, law firm financing tools, billing, payment software, and much more.
Clio Grow
A legal client relationship management (CRM) tool that helps law firms grow and manage all of their marketing efforts. It includes a website builder, Google Ads compatibility, appointment booking software, and intake stages to manage each client’s journey.
Is Clio a CRM Software?
Clio Grow is a customer relationship management (CRM) software that helps law firms keep track of every client’s experience from intake to case closed. Instead of moving through different channels and hoping you don’t miss anything important, you can use Clio Grow to know precisely where every client is in the intake process.
New clients are never lost in the chaos of your firm’s day-to-day tasks, and you gain more business by becoming more attentive and responsive to each person’s needs based on their location in the pipeline.
This legal client app provides digital marketing support as well. Not only can you put together a professional website in minutes, but you can also simplify your Google Ads and run them through Clio. This eliminates the need to pay thousands of dollars to a marketing agency and find more time to schedule meetings with ad specialists.
Is Clio an Accounting Software?
Yes, Clio Manage features legal billing software, time and expense tracking, and financial reports that make running your firm easier. Instead of trying to handle the enormous task of invoicing all your clients and tracking payments, the software will do it for you.
You can easily generate legal trust accounting reports, create separate ledgers, and generate invoices that are legally compliant.
Even if you don’t know anything about legal accounting, Clio can make it easy. You can also pair Clio legal accounting tools with QuickBooks to sync all your law firm’s financial data in one go.
What Is Clio Grow Used For?
The Clio Grow software is designed to help law firms manage new client relationships and grow more efficiently. It offers unique timelines that you can use to monitor each new client’s step in the intake process.
It also features ad management, so you can get seen online and boost your firm’s visibility without paying a fortune for a marketing company.
What Is Clio Manage Used For?
Clio Manage is designed to automate and simplify your firm’s daily tasks. In addition to better document management, it also features templates for common legal documents, including court forms, that can help you work faster.
With billing, calendaring, task management, and collaboration tools, you can rely on the Clio app as a digital headquarters for your firm.
Is Clio Just for Attorneys?
Clio is designed to be a legal software that helps everyone a law firm manage their businesses more efficiently. Furthermore, it reduces the large volumes of work that so many firms find themselves struggling to manage as they grow.
Clio scales with your business, allowing you to accommodate more clients without compromising quality or speed. Clio For Clients features a portal for them to log into that offers updates and messaging, so your firm can cut down on all the channels it uses to communicate.
Centralizing your business ultimately means a faster firm, better results, and happier clients.
Which Firms Use Clio?
There are over 150,000 firms currently using Clio legal software in 90+ countries. It is suited to all practice areas of law, such as personal injury, criminal law, business, bankruptcy, medical malpractice, elder law, employment law, family law, estate planning, and more.
No matter what type of services you provide, Clio can be made even better with Case Status. Our legal client app for law firms delivers personal updates and timelines that eliminate constant inquiries. 93% of clients find what they’re looking for when they use Case Status, and law firms receive up to 50% fewer calls asking repeat questions.
If you want to learn more, check out our Clio and Case Status demo. You can also contact us to schedule a personal demo with our team.
