Key benefits for your firm
Intake
Designed to help law firms build stronger relationships with prospective clients, this integration allows for Abby Connect to send call information from prospective (new) clients to your Clio Grow Lead inbox for tracking, follow-up and to help begin the full intake through their system.
Client Management
Easily update information for current contacts as Abby Connect sends call information from prospective and current clients into your Clio Manage system, automatically.
Call filtering and management
Abby Connect helps firms save time and money by identifying priority calls, filtering and blocking unwanted communications, and performing customzied client intake, 24/7 or on a custom schedule.
How Abby Connect works with Clio
Abby Connect’s forms seamlessly integrate with Clio Grow and Clio Manage platforms! Once an API is provided, our CSM’s will work to setup your intake and incoming call forms, and test to ensure proper setup.
Media gallery
Getting set up
To get set up please visit: https://www.abby.com/start/
To get set up, please call 877-303-5757 or schedule an appointment at https://calendly.com/abbyconnect/speaktoanexpert
Security and privacy
We are committed to protecting your privacy.
View Abby Connect’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
Additional support
Please call 877-303-5757