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viaSocket

AI-powered workflow automation to connect and manage your apps.
  • CLIO MANAGE
Available in Canada, Europe, the United States

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Starting at FREE
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Key benefits for your firm

  • Automate Repetitive Tasks

    Free up your legal team from manual data entry and repetitive tasks. With viaSocket, you can automate workflows between Clio and your other essential applications, saving time and reducing errors.

  • Seamlessly Connect Your Apps

    Our platform supports over 2,000 applications. Connect Clio to your accounting software, document storage, communication tools, and more to create a unified and efficient practice management ecosystem.

  • No Tech Expertise Required

    You don't need to be a tech expert. Simply describe the workflow you want to create in plain English, and our AI will build the automation for you, making powerful integrations accessible to everyone in your firm.

How viaSocket works with Clio

  • Supercharge Your Clio Experience with End-to-End Automation

    viaSocket integrates with both Clio Manage and Clio Grow to act as a bridge between your legal practice management software and the other tools you use every day. By connecting your apps, you can automate a wide range of tasks, such as:

    • Automated Data Sync: Automatically sync new contacts and matter updates from Clio to your CRM or email marketing lists.
    • Streamlined Document Management: When a new document is added in Clio, trigger a workflow to back it up in your preferred cloud storage like Google Drive or Dropbox.
    • Instant Notifications: Get instant notifications in Slack or other communication tools for important events in Clio, like new client intake or upcoming deadlines.
Ready to improve your workflow with viaSocket and Clio? Get Started

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