
Key benefits for your firm
-
Reduce No-Shows & Late Arrivals
Ensure clients and prospects arrive on time and are well prepared with custom text, voice, or email appointment reminders. Reduce no-shows by up to 75%. -
Increase Revenue & Billable Hours
Reduce administrative workload, prioritize greater staff-client engagement, and eliminate costly scheduling errors that erode trust. -
Retain & Reengage Clients
Use Campaigns to target current or prospective clients (e.g., leads you met with one year ago but never retained). Send informative messages or booking reminders to get them to schedule a new meeting with you.
How Apptoto works with Clio
-
Integrates with Clio Manage to automate appointment reminders and scheduling.
Apptoto sends fully automated appointment reminders, booking confirmations, and follow-ups to clients, saving you time and money. Event details and contact information are automatically extracted from your Clio Calendars and Contacts to create personalized reminder messages for each client. Whether you schedule a client manually or they book an appointment on your branded booking page, their appointment syncs back to your Clio Calendar, and they are opted into the appropriate reminder sequence.
-
Integrates with Clio Manage to sync bookings & contacts to Matters.
Additional benefits of the Apptoto + Clio integration include:
– Brand-new client information is pushed to Clio, and a new Matter is created
– Appointments scheduled by established clients are associated with their existing Matter
– Firms can work entirely out of Clio. Apptoto will sync new appointments, track status changes, and send reminders automatically
Helpful resources
-
Getting set up
If you need detailed instructions on connecting Apptoto to Clio, you may visit this site.
-
Security and privacy policy
We are committed to protecting your privacy.
View Apptoto’s privacy policy, terms of service. -
Additional support