Key benefits for your firm
Trigger text message billing notifications and payment requests to clients
Schedule and confirm appointments by text through your Clio account
Sync messages from Text Request to Clio (messages will show under a contact’s Communications page)
How Text Request works with Clio
This integration allows Clio billing notifications, payment links, and appointment reminders to be sent via SMS. Customer conversations can also be instantly stored in the corresponding Clio contact’s Communications page.
All dashboards within your Text Request account can use this integration. For example, 10 lawyers could text from 10 unique dashboards under the same account. You just need an admin level user within both Text Request and Clio to set the integration up.