Technology is supposed to make life easier, but too much tech can actually be detrimental to one’s productivity.
Working through multiple apps can mean tracking several dashboards—all with their own login requirements, alerting systems, and user interfaces. If you take a closer look at your workday, you might find that you spend more time than you think copying and pasting, or editing your information to make it compatible with multiple platforms.
Using a practice management solution can help you do more of your tasks in one place. But to truly streamline your practice, you need a solution that puts information from all the apps you use into one central platform. This eliminates the need to copy and paste or monitor separate interfaces, leaving you with less to manage throughout your day, and allowing you to focus on what really matters to your firm.
With Zapier, you can use Zaps to automate no fewer than 300 actions between the apps you use and Clio, making it possible to create a single tech ecosystem tailored to your practice. But with so many opportunities, where do you start?
We’ve put together this resource to give you the best insight on how other lawyers are using Zapier to make their firms more efficient. Here are seven popular Zaps for Clio users.
1. Research more efficiently with Evernote
Evernote is one of the most popular apps for keeping track of everything you read, whether it be case research or general interest material.
With Zapier, you can designate a notebook in Evernote for Zapier to keep an eye on, and then set up a Zap so that each new note is automatically saved to a designated matter in Clio. Use tags to specify which matter in Clio will receive the note.
Bonus: Use Zapier to create a new tag in Evernote every time a new matter is created in Clio. The new tag will appear as a suggestion whenever you type the first letter in the “Evernote Tags” field.
2. Organize communications in Gmail
Gmail is an essential email service for many lawyers—especially when used with Clio’s dedicated Gmail extension.
With Zapier, you can streamline communications by using a Zap to automatically create a new Gmail label every time you create a new matter in Clio. This will ensure consistent labelling across both platforms.
3. Manage lists in MailChimp
MailChimp makes it easy for law firms to stay in touch with contacts via email marketing campaigns and newsletters—all with the benefit of professional design, automation, and detailed metrics.
Zapier makes managing your communications even easier. Whenever you add a new contact in Clio, one Zap ensures they’ll be added to a designated list in MailChimp as well.
Note: Before you start sending out marketing emails, make sure you’re adhering to the requirements of any anti-spam legislation in your jurisdiction.
4. Expand your reach with Constant Contact
Zapier combines email contacts from Clio and Constant Contact into one simplified list. When you create a new contact in Clio, Zapier creates a new contact entry in Constant Contact. All you need to do after that is reach out.
5. Never lose a contact with FullContact Card Reader
Physical business cards can still be important for keeping in touch, but keeping track of them in a digital environment can be a challenge. FullContact’s Card Reader app links your Smartphone’s camera to an automated transcription service (performed by real people).
Zapier links FullContact’s business card transcriptions to your Clio account—adding the information directly to your firm’s contact list in Clio.
6. Automate documentation with WebMerge
For form-heavy practices, WebMerge is an ideal solution. Whether you’re working with internal or client-side data inputs, WebMerge can turn information from form fields into professionally designed documentation.
With Zapier, when you create new matters in Clio, new documents will automatically be created in WebMerge. You can also use Zapier to create billing documents in WebMerge based on billing data in Clio.
7. Get more information using Wufoo
Your website can be a great resource for collecting client information. Wufoo lets you set up customizable forms and embed them on your website. This way, you’ll get the information you need when potential clients first reach out.
Zapier makes it easier for you to track all of this pertinent information within Clio. When someone fills out a form on your website through Wufoo, a new contact record will automatically be created in Clio.
Anything is possible with automation
The automations listed above are just a starting point: You can also link multiple Zaps for more complex automations.
For example, consider a client intake form: You can create a Zap to send new Wufoo entries to Google Sheets, and then have Zapier search for the new entry in Clio. If the client isn’t found, the Zap will add the new contact for you in Clio—making sure your information is up to date in both places with no duplication.
In short, with automation, the possibilities are endless. Take a moment to think about what you can automate in your practice, and you might save yourself many hours this year.
With Clio as a central platform, Palace Law has increased its revenues 76%. See how they’ve done it.
*This is an updated version of a post originally published September 12 2016.