Clio Manage is an end-to-end law firm management tool that makes digital case management and operations easier. The tool comes with several different features and integrates with the entire line of Clio software and digital tools, including Clio Grow and Advantage. With this platform, you can collaborate with clients and attorneys, manage contacts and case matters, streamline document management and case management, and so much more.
On its own, Clio Manage offers a lot of impressive solutions and features. It gets better, of course, because the Clio family of tools also integrates with hundreds of different software platforms and other digital tools. They all have something different to offer, so you’ll want to see what’s out there and find the solutions that work best for you.
In this guide, we’ll take a look at 10 of the best integrations for Clio Manage, including tools for all types of purposes and needs.
Smith.ai is your choice for virtual receptionist solutions, which includes everything from simple phone answering on your behalf to total management of your incoming leads, appointment scheduling, and more. While you’re busy working on your practice and spending time with clients, Smith.ai can handle incoming leads, help you with client service and support through live website chat, and even offer 24/7 answering services so that you never miss a single call.
As far as integrations go, having the dedicated receptionists at Smith.ai on your side will surely set your law firm up for success. Find out how to schedule your consultation at the end of this guide, but first, let’s look at some other tools.
InfoTrack is a new tool that’s designed to make digital case management and tracking easier than ever. This platform provides e-filing with a database to track cases, serves, and other aspects of the case. You can sync documents, generate simple filing costs and bills, and you can even use the auto-fill feature to collect case information from InfoTrack and bring it into your Clio Manage platform. This is a must-have tool for your law firm if you want to keep up with digital streamlining and case management.
Agile Law is a platform that is designed to make deposition taking easier and more efficient. This digital tool allows you to get depositions from anywhere on any device, and it has the resources that you need to make sure that you cover all the details. It’s easily integrated with Clio and its various platforms, too, making it the ideal solution for those who want better deposition management.
Lexicata is a dedicated law firm CRM that helps expand the tools and uses of Clio even further. There are three areas of the sales cycle that the company focuses on, including tracking leads, client intake, and signing documents. This platform also collects contact information and case details, and then you can export it to Clio for further management. It makes it easy for you to manage leads and prospects when you aren’t as savvy with digital tools because the platform does most of the work for you.
Docketalarm is a cool app that helps with notifications and court dockets. You can use this app to search for court records, with over 28 million available, and all the filings can be synced to your Clio Manage platform so that you’re never without the information that you need. No more poring over legal websites with this tool because you’ll be notified when your searches are found and when relevant cases come up within the platform.
Fastcase is a search tool that you can use to search case information. You can easily import search results into your Clio Manage platform so that they’re saved to relevant cases. This tool makes research much easier and ensures that everything is recorded and documented. Plus, this tool is supported by the National Creditors’ Bar Assocation (NCBA) and most state bar associations offer Fastcase as a perk for attorneys.
For those who want easy document creation, Webmerge is the tool to use. You can create all kinds of legal documents, save them for later, share them with others, and even send them via mail by printing them out. You’ll find plenty of templates that you can use, data importing features, and other tools that make managing and creating documents easier than ever before.
Casemail is another resource that makes sure that your documents get where they need to go. You can take digital documents and send them via postal mail, UPS, and FedEx with this tool, saving you the hassle of having to do all the mailing independently. It’s authorized by the U.S. court systems to serve bankruptcy notices, and in the future, it will likely become used for other service needs and legal matters.
WealthCounsel offers a membership-based solution for estate and business planning. This tool provides cloud-based tools for legal document drafting to help you build a strong practice and deliver better legal tools to your clients and the rest of your lawyers. It’s also easy to integrate with Clio so that you can share information and don’t have to re-type everything to get it from the platform into your Clio database.
If you’re looking for time tracking software, this is the platform that you need. This voice-operated, hands-free tool makes it easy for users to track time by using their voice. You can use mobile phones and other Alexa-enabled devices to make this platform work for you and your team. Plus, the software learns as you go, making it even easier for your team to keep up with time tracking and more.
Integrations are designed to make work easier for law firms, which is exactly what you get with all of these options, including the virtual receptionists at Smith.ai. For total management of your admin and communications, we’ve got you covered. To learn more, schedule a consultation or drop a note to firstname.lastname@example.org.