Automatically export new customer contacts to your Clio Account
Time is money in the legal industry. That’s why the Setmore-Clio integration allows you to reduce unnecessary admin and spend more time with your clients.
Connect with Clio in minutes
Send data between Clio and Setmore Appointments with a few clicks, and without a single line of code. When clients book an appointment with you, they will add in their personal data. You can securely transfer all their information from Setmore to your Clio account. With Setmore, you can work efficiently and your customers’ data stays confidential.
Maximize your billable hours
With fewer administrative tasks, you have more time for client consultations. Your client has complete control with Setmore. They can fill in their information, book in advance, and create recurring appointments. Just sync their information from Setmore to Clio. These features are key for long term cases. Less work for you, more time to focus on your client.
Fewer phone calls, more bookings
Phone bookings are an essential part of the client intake process. But they also take up valuable time from your workday. When clients book via Setmore, you automate the booking process and take new appointments 24/7. Best of all, clients can receive appointment reminders via email or SMS. No need to worry about missed appointments; simply focus on the necessary tasks at hand.
A virtual filing cabinet
With all client information synced to your Clio account via Setmore, you always have access to pertinent information. After you sync a Setmore contact to your Clio account, it will appear in the ‘Contacts’ section of your Clio account. Therefore, you can centralize your client details into one location and provide personalized service. Spend less time searching for documents and more advising clients and researching governing laws. No more notes on post-its, updating your diary, or copy-and-pasting from doc to doc.
Give key team members access to review client and case info without unnecessary printing. Your firm can work like a well-oiled machine.
Want to link up?
Sending customer data to Clio is simple:
- Step 1: In your Setmore account, head to ‘Apps & Integrations’ and select ‘Clio’.
- Step 2: Connect your Clio account with Setmore.
- Step 3: Choose the trigger in Setmore and the action that occurs in Clio.
- Step 4: Map the fields of your Setmore contacts with Clio and test the integration.
- Step 5: Et, Voila. Check your Clio account for your clients’ information.
Check out the Setmore-Clio Integration support article for step-by-step instructions on integrating Setmore with your Clio account.
Your workday should be spent handling cases and building client relationships. Focus on capturing and qualifying new leads and offer existing clients exceptional service with the Clio-Setmore integration.
Question? Approach the bench
I’m looking to build a client database, can I make the Customer Login option required?
Of course. Go to Apps & Integrations > Your Booking Page (Configure) > Booking Policies. Halfway down, you’ll spot Customer Login. Tick the ‘Required’ box.
How do I add new data fields to my customer profiles in Setmore?
Navigate to Apps & Integrations > Your Booking Page (Configure) > Booking Policies. Scroll down to the section titled ‘Contact Fields’. Here, you can add new data fields to customer profiles.
Please note, these fields will show up on your customer intake form on your Booking Page. Customers will be able to input values into these fields when they’re booking an appointment online.
If I create new customer contacts in Clio, can I export them into Setmore?
Unfortunately, no. This integration currently works one-way. New contacts you create in Setmore can be transferred to Clio, but new contacts you create in Clio will not import into Setmore. If you create the new client contact originally, it will avoid duplicate work.
How do I see my client appointments?
You can see your client appointments on your Setmore calendar. They will not appear on your Clio account.