Unleash the full potential of Clio's App Directory
By leveraging Clio's platform and integrations, your mid-sized or large law firm can achieve efficiency and scalability as it grows, empowering you and your staff to streamline operations and maximize productivity.
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Eliminate errors
Connect your tools and reduce the manual duplication of data entry that too often results in error.
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Boost productivity
Centralize matters, contacts, documents, and more in Clio. Spend less time switching systems, and more time doing the work.
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Enhance collaboration
Work seamlessly within your preferred tools and platforms, thanks to Clio's extensive integrations.
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Focus on client service
Focus on delivering exceptional client service by eliminating administrative bottlenecks.
No one is even close in terms of practice management software for legal. When it comes to third party integrations, mobile access, and security, no one is even in the same ballpark [as Clio]. That’s just a fact.
Trustworthy integrations: Rigorously vetted and standards-compliant
Every Clio integration undergoes rigorous scrutiny to meet our stringent standards. With us, you can have peace of mind knowing that we’ve done all the necessary groundwork, allowing you to prioritize what truly matters—your clients.
Popular mid-sized law firm integrations
Microsoft and Google Suite
Sync your calendar, contacts, drive, and email with Clio seamlessly using Google and Microsoft Suite. Work effortlessly across devices and get more done, whether it’s from your computer, tablet, or smartphone. Say goodbye to duplicate efforts and wasted time, and unlock a new level of efficiency.
RingCentral and Dialpad
Maintain clear lines of communication with Clio’s integration with RingCentral and Dialpad. From phone calls to video conferencing, effortlessly connect with clients and record those communication within Clio, ensuring accurate records and stellar client service.
NetDocuments and iManage
Say goodbye to document chaos and embrace streamlined document management through Clio’s integrations with NetDocuments and iManage.
Organize, access, and collaborate on files with your document management solution directly within Clio, eliminating the need for switching tools and reducing the risk of version control issues.
Dropbox
Clio’s integration with Dropbox enables seamless file sharing and collaboration. Access your case files effortlessly from desktop, mobile, or web, securely collaborate with others through simple file sharing, and safeguard your documents by moving them to the cloud for easy retrieval and restoration.
Zoom and Microsoft Teams
In today’s world, virtual meetings have become a necessity. Clio’s integration with Zoom and Microsoft Teams allow you to schedule, host, and join meetings directly from within Clio, saving you time and keeping your virtual collaboration seamless.
Zapier
With Zapier, you can connect Clio with thousands of other applications, automating repetitive tasks and saving hours of manual work. From client intake to billing and beyond, streamline your firm’s workflows and unlock newfound productivity.
Customize without restraints
Don’t see what you need in our app directory? Our open API offers the ability for law firms or third-party developers to build private custom workflows and integrations. Ask a Clio representative for more information.
Ready to get started with Clio?
Unleash your firm’s full potential with Clio’s suite of powerful and integrated solutions. Streamline your operations, delight your clients, and achieve new levels of success. Contact us today to get a quote and learn more about how Clio can transform your firm.
Frequently Asked Questions
How do I get started with Clio and its integrations?
Simply sign up for a Clio account, and our professional services team will guide you through the setup process, including integrating Clio with the tools and platforms that are most relevant to your firm’s needs.
Can I customize which integrations I want to use?
Absolutely! With Clio, you have full control over which integrations you want to activate for your firm. Tailor your Clio experience to match your workflow preferences.
Is Clio secure and compliant with data protection regulations?
Yes, Clio takes data security and privacy seriously. We have implemented robust security measures and comply with industry-leading standards to ensure your firm’s data is safe and confidential.
What if I need assistance or have technical questions?
Our dedicated support team is available to assist you with any questions or technical issues you may encounter. Simply reach out to us, and we’ll be there to help you.