Clio is an extremely popular legal software that handles numerous functions for law firms of all sizes. Users love how easy it is to manage cases and run a law firm all from one place.
Even better, there are numerous integrations that allow firms to implement add-ons to their Clio software and tackle even more tasks right from their central hub. These add-ons make it possible to eFile, complete legal research, and more without ever leaving the matter.
If you use Clio in your practice, take a look at this list of the best Clio integrations that can help maximize your performance and growth.
Clio integrations to consider
The following are the 7 best Clio integrations to consider for growing law firms. These integrations include a variety of applications and tools that cover the varying needs of your legal practice, even if you’re scaling rapidly.
InfoTrack integrates with Clio Manage to automate court filings, service of process, and other common litigation processes.
The integration allows you to select documents for electronic filing (eFiling) or nationwide process service directly from your Clio matter. You can also collect eSignatures, search court records, deliver required courtesy copies, and keep track of your case dockets all without leaving Clio.
When you eFile with InfoTrack, the court filing and service information prepopulates from the Clio matter. Instead of downloading and re-uploading documents and typing in all your case information, you simply select the documents you want and enter the last few details for your filing.
With File-Serve-File, you can even file your case initiation documents, request process serves, and sync back the completed proof of service with one easy step.
Filing costs and service fees are automatically recorded to the correct Clio matter for faster client invoicing. File-stamped documents are automatically saved to the matter as well.
InfoTrack saves hours on litigation tasks, reduces eFiling rejections, and makes client billing easier and more accurate. Get a free demo here.
Attorneys can put artificial intelligence (AI) to work on their legal research with Clio’s Casetext integration.
The integration allows you to send a document from a Clio matter to Casetext’s AI search engine. Casetext will then find authorities on the same facts and legal issues included in the document, in the same jurisdiction.
This function can be used on your own drafts to improve research.
It can also be used for documents from the opposing party — such as a complaint, law-and-motion work, or brief — to find legal authorities they have omitted or are missing.
Casetext will also generate a list of all cases cited in a document, along with summaries of the holdings and flags to indicate whether they are bad law. These insights can then be saved to the applicable Clio matter.
NetDocuments is a powerful tool for legal content management. With the NetDocuments integration, you can create, manage, and collaborate on documents in your Clio matters.
This allows your firm to achieve version control by managing different drafts and versions of documents.
Your firm can also maintain security and client confidentiality by properly managing the individual rights to access and edit documents.
No legal practice can grow without fast and effective client intake. The Clio-Lawmatics integration combines marketing automation and client intake with the ability to seamlessly convert leads into clients.
Lawmatics is a customer relationship management (CRM) platform specifically designed for the legal industry. It automates the management of leads and the client intake process.
The integration allows your firm to automatically create matters and contacts in Clio when a Lawmatics lead is converted into a client.
This drastically cuts down the amount of administrative effort required for client onboarding.
Electronic signature (eSignature) technology can enable your firm to enter into contracts swiftly and easily, even with parties in remote locations. DocuSign is a leading eSignature platform that allows law firms to quickly complete standard agreements, such as attorney-client agreements and NDAs, in the form of electronic agreements.
With a Clio Manage account and DocuSign account, you can implement the Sign with DocuSign workflow to send files from Clio to DocuSign with a single click.
The integration works by inserting a ‘Sign with DocuSign” custom action into your Clio documents. Clicking the custom action will send the files to DocuSign, where they can be prepared for electronic signature and sent to the signatories.
Many attorneys live and die by the billable hour, which makes timekeeping an activity of supreme importance. The Clio-WiseTime integration could enable your firm to increase its billable hours while decreasing the amount of time spent on timesheets.
This integration implements passive time tracking, where your billing activity is captured in the background as you work. WiseTime technology creates detailed timesheets — all without the legal professional needing to manually capture even one minute of billable work.
WiseTime can also automatically detect the matters a legal professional is working on, using email and document titles.
Finally, you can review your day’s work before deciding to send items to Clio for billing.
During your review, you may add descriptions, add charge codes, and assign matter IDs as needed. Then, your activity will be ready for invoicing when it is sent to Clio.
#7. Case Status
By implementing the Case Status integration with your Clio Manage account, you can create a client portal and communication platform for your firm.
The integration provides your clients with a mobile app that gives them real-time case updates, cutting down on the burden of repeated phone calls and emails associated with client inquiries.
Case Status also acts as a communication platform within your firm, enabling document exchange, mass messaging, and task assignments. The technology even tracks client satisfaction by automatically requesting client feedback on a regular basis.
Choosing the right Clio integrations for your firm
Law firms using Clio are already on the right track with top-notch cloud-based practice management software in their arsenals.
Now, it’s wise to explore whether your firm could use any of these Clio apps to take it to an even higher level of productivity and success. Are you already using any of these tools without the integration? That’s a great place to start.
See how many hours you can save every week with InfoTrack. Get a custom demo here.