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Litigators.org Case Intake

Attorney vetted Co-Counsel Cases assigned to the best Lawyers by Win Rate™ for case type and Court.
  • CLIO MANAGE
Available in the United States

Get a Clio product walkthrough. Request a demo.

Key benefits for your firm

  • Real-Time Availability

    Instantly check attorney availability across your firm's Clio calendars. Eliminate double-bookings and scheduling conflicts with live calendar synchronization.
  • Streamlined Client Intake

    Convert prospects to clients faster with automated appointment scheduling. Capture client details and book consultations directly into Clio.
  • Enterprise-Grade Security

    Your data stays protected with AES-256 encryption, OAuth 2.0 authentication, and infrastructure hosted on Cloudflare's SOC 2 certified platform. No sensitive calendar or user data stored locally.

How Litigators.org Case Intake works with Clio

  • Smart Calendar Availability Detection and Direct Calendar Entry Creation

    Our integration reads your Clio calendar in real-time to calculate available appointment slots. Features include:

    • Automatic working hours detection (9 AM – 5 PM, Monday-Friday by default)
    • Lunch break exclusion (12 PM – 1 PM)
    • Timezone-aware scheduling using each attorney’s Clio profile settings
    • Conflict detection against existing calendar entries

    When clients book appointments, entries are created directly in Clio with full details:

    • Client name, email, and phone captured
    • Automatic reminder notifications (15 min, 1 hour, 24 hours before)
    • Appointment notes and special instructions included
    • Entries appear instantly in attorney’s Clio calendar
Ready to improve your workflow with Litigators.org Case Intake and Clio? Get Started

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Helpful resources

  • Getting set up

    For support on setting up the integration please visit: https://litigators.org/onboarding-help.html

  • Security and privacy policy

    Litigators.org’s Terms of Service and Privacy Policy

  • Additional support

    For additional support please reach out to [email protected]