Clio Calendar

Clio's legal calendaring software lets you book and manage events and new leads within your Clio dashboard.
DESCRIPTION

Clio's internal calendar now offers publicly available booking links, which enable scheduling on your Clio calendar. Lawyers who use Clio's software and Smith.ai's virtual receptionists and/or web chat services can now have appointments scheduled directly on their Clio calendar with this integration.

In Clio Scheduler, you can create "Appointment Types" for your types of callers and chatters, whether they are new leads, current clients, or other contacts who need to meet with you. According to your custom instructions, we can set up consultations with qualified leads, schedule client check-ins, and set meetings within your calendar's availability.

Avoid interruptions and simply call or meet with your contact at the appointed time. Since Clio confirms and reminds all parties about the meeting, you'll spend zero time on follow-up or back-and-forth planning.

"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
Jeremy Treister Headshot
Jeremy Treister
CMIT Solutions of Downtown Chicago

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