- CLIO MANAGE
Key benefits for your firm
Fast text messages and complete communication logsEnable text messaging in Clio with Heymarket. Sent and received text messages with a client are then automatically stored in the appropriate Clio contact communication log. Ensure accurate billing and reporting, and never lose track of any client messages. You can even use Heymarket to enable text-to-landline for existing business numbers. Keep the voice service with your current provider or get a new number and forward inbound phone calls wherever you like.
Automatically create and update contactsAs contacts send text messages to your firm, Heymarket automatically creates the appropriate contact in Clio. Eliminate the manual process of creating contacts and give lawyers and paralegals more time for billable work. Contact names in Clio can automatically appear in Heymarket so your team knows who they are messaging with.
Data security and complianceHeymarket provides secure business messaging that is compliant with local and federal regulations. Data security and compliance features include: data encryption, user roles and permissions; message logging, behavior reporting, and data exporting facilitates auditing; and SOC 2 Type 2 certified and TCPA compliant.
How Heymarket works with Clio
Store and track business text messages in Clio and automatically update contact information. Heymarket allows law firms to enable Clio text messaging with clients while maintaining billing and reporting requirements. The Heymarket Clio integration can also text enable existing business phone numbers. That gives your firm a single phone number for phone calls and text messages with existing and prospective clients.