Client details are kept in step with Clio instead of retyped.
Reach for this if your firm runs on Clio. The same client gets typed in twice — once where the enquiry arrives, once where the work is done. This is the connection between the front of the practice and the file.
Need more than it doesTell us what the connection has to do and we will wire the rest of it.
You will find it with the rest of your connections in settings, where a Connect button starts it.
Open the setup guide →Every native connection comes with the platform. Tell us what else you need and we will wire it.
Your pipeline, your data. Not a slide deck.