In fifty minutes Stephanie and Drew will review all of the different integrations that you can use to supercharge your practice and streamline your processes. Everything from client intake and company branding to email management and case research - see how you can connect everything with Clio.

1. 50#INTEGRATIONS#
IN#50#MINUTES
Drew%Goddyn,#Clio
Stephanie%Papagni,%Clio

2. INTAKE#&#LEAD#GENERATION

3. Intake123
• Create#intake#forms#with#
drag#and#drop#functionality
• Match#form#fields#to#Clio#
Custom#Fields
• Create#eSignatures,#
checklists#&#surveys

4. Lexicata
• Create#custom#intake#forms#
• Create#email#and#document#templates
• Dashboard#metrics#provide:#
- top#lead#sources#and#
practice#areas#
- conversion#rate#
- estimated#value#of#
prospects

5. JurisPage#&#JurisIntake
• Websites#designed#for#small#
law#firms
• BuiltVin#customizable#intake#
forms#that#can#be#matched#
to#Clio#Custom#Fields
• Track#your#marketing#ROI#
through#their#metrics#
dashboard

6. Lawdingo
• Get#connected#with#preVscreened#
leads#in#your#area
• Post#a#list#of#services#in#the#
Lawdingo#legal#practitioner#
catalogue
• Let#Lawdingo#take#care#of#client#
intake,#marketing,#and#payment#
processing

7. Ruby#Receptionists
• Virtual#reception#services#
• Ruby#message#and#voicemail#notifications
added#to#Clio#as#communications#logs

8. MyLegalReceptionist
• 24/7#phone#answering#service#
• Receptionists#specialized#in#
legal#issues
• Transfer#calls,#provide#basic#
intake,#schedule#appointments

9. EMAIL#MANAGEMENT

10. Gmail#Chrome#Extension
• File#emails#in#Gmail#to#the#appropriate#Matter#&#save#email#attachments#as#
Clio#documents
• Run#the#Clio#timer#in#Gmail
• Create#Clio#tasks#within#an#email

11. Click#to#File
• Batch#save#emails#from#
Outlook#to#Clio#Matters
• Available#for#both#PCs#
and#Macs

12. CALENDARING

13. Google#Calendar#Sync
• BiVdirectional#sync#of#calendar#
events#and#Contacts#in#Clio#
and#Google
• Add,#delete,#and#modify#
events#and#Contacts#in#
either#app

14. Office#365#for#Business#
Calendar#and#Contacts
• BiVdirectional#sync#of#calendar#
events#and#Contacts#in#Clio#
and#Office#365#for#Business#V
Outlook
• Add,#delete,#and#modify#
events#and#Contacts#in#
either#app

15. Outlook#Sync
• BiVdirectional#sync#of#calendar#events#and#
Contacts#in#Clio#and#Outlook
• Specify#which#app#is#primary#
and#prevent#accidental#
deletions

16. LawToolBox
• Add#court#rules#deadlines#to#
your#Clio#calendar]#including#
custom#rules
• Changes#to#deadlines#are#
automatically#added#to#your#
calendar
• Deadline#calculators,#email#
reminders,#and#reports

17. PromptAppointment
• Automated#appointment#reminders#sent#to#your#clients:#
- text#message,#email,#or#automated#phone#call
• Receive#requests#to#
reVschedule#from#your#
clients#and#Contacts

18. TIME#TRACKING

19. Chrometa
• Passively#record#all#time#spent#
working#at#your#computer
• Log#time#spent#away#from#
your#computer#while#in#
meetings
• Android#app#allows#capturing#
time#spent#on#phone#calls#and#
composing#text#messages

20. Capture.it
• Passively#record#all#time#spent#working#at#your#computer
• Smartphone#apps#allow#capturing#time#spent#on#phone#calls#and#composing#
text#messages
• Capture#printing#costs#from#MS#Word

21. gUnify#Broadsoft#Connector
by#Vonage#for#Business
• Fully#integrate#your#office#and#
smartphones#with#Clio
• All#inVbound#and#outVbound#
calls#are#automatically#
logged#in#Clio
• Click#to#dial#phone#
numbers#in#Clio

22. RESEARCH#

23. Fastcase
• Exclusive#partnership#with#Clio
• NextVgeneration#legal#research:#
- powerful#sorting#
algorithms#and#
visual#results#map
• Run#a#Clio#timer#within#
Fastcase#and#save#
documents#directly#to#
Clio#Matters

24. CourtTrax
• “Name#Alert”#notifications#for#any#
new#litigation#involving#a#tracked#
individual#or#business
• “Case#Watch”#notifications#for#all#
court#activities#on#tracked#cases

25. Docket#Alarm
• Full#text#searches#on#live#
dockets#and#documents
• New#case#filings#added#
to#Clio
• PTAB#predictive#analytics

26. DOCUMENT#MANAGEMENT

27. All#of#your#documents#
available#through#Clio
• Box
• DropBox
• Google#Drive
• NetDocuments
Document#Storage

28. •OneDrive#documents#accessible#in#Clio#
•Edit#and#collaborate#on#Microsoft#Office#files#in#the#cloud
OneDrive#for#Business

29. ScanSnap
• Digitize#paper#documents#and#save#directly#to#Clio#Matters
• Create#searchable#PDFs

30. jEugene
• Highlights#undefined#terms#and#unused#definitions#in#Word#documents
• Ensures#definitional#integrity#of#legal#documents
• Free#to#use#with#documents#in#Clio

31. RightSignature
• Add#legally#binding#electronic#
signatures#to#PDFs,#MS#Word#
documents,#and#plain#text#
documents#saved#in#Clio
• Access#your#Clio#Contacts#within#
RightSignature#to#quickly#and#easily#
forward#documents#for#signing

32. Bundledocs
• Prepare#bundled#documents,#reports,#and#briefs#from#PDFs#and#
MS#Word#documents#saved#in#Clio
• Automatically#add#a#table#of#contents,#section#indexes,#watermarks,#
page#numbers,#and#customized#
Bates#numbering
• Easily#update,#add,#and#
remove#documents#from#the#
bundle#in#a#few#clicks

33. AgileLaw
• Paperless#deposition#with#laptops#and#tablets
• Share#PDFs#and#image#files#saved#in#Clio#with#participants#
• Control#which#pages#participants#see#
• Tag,#label,#and#organize#exhibits#to#
suit#your#line#of#questioning

34. CaseMail
• Mail#documents#saved#in#Clio#through#the#USPS#without#having#to#
print#a#single#page
• Mailing#addresses#for#Clio#Contacts#
can#be#selected#to#automatically#
populate#address#fields
• Delivery#confirmation#and#recipient#
signatures#will#be#archived#to#
provide#you#with#proof#of#delivery

35. LegalNature
• Guided#document#assembly#Generate#industry#standard#affidavits,#
contracts,#agreements,#deeds,#wills,#and#more#
• All#generated#documents#
automatically#saved#in#Clio#

36. My#Legal#Briefcase
• Generate#small#claims#forms,#contractor#agreements,#and#basic#wills
• Generated#documents#can#be#saved#back#to#your#Clio#Matters

37. CASE#MANAGEMENT#&#
VIRTUAL#LAWYERING

38. Directive#Communication#Systems
• For#Trust#&#Estate#professionals
• Track#and#organize#digital#and#offline#accounts
• Client#collaboration#
ensures#an#upVtoVdate#
portfolio

39. DirectLaw
• Document#assembly#templates#
for#hundreds#of#jurisdiction#
specific#forms,#contracts,#
agreements,#and#letters
• Ability#to#design#a#custom#
questionnaire#for#
document#assembly

40. Smokeball
• Manage#clients,#matters,#emails,#and#documents
• Document,#communication,#and#form#automation
• Library#of#over#4000#documents

41. FamilyLaw.DivorceHelp123
• Collaborate#with#clients#on#Family#Law#Matters
• Prepare#specialized#support#calculations#and#reports
• Generate#Sworn#Financial#
Statements#and#worksheets#
for#support#and#maintenance

42. Alt#Legal
• IP#intake#form#collects#
information#from#your#clients#
needed#to#prepare#filings
• Automate#USPTO#
applications#
• Automatically#dockets#
your#filing#deadlines#in#Clio#
and#monitors#status#changes

43. Tracklight#Pro
• Identify#and#protect#intangible#
IP#assets
• Automated#questionnaire#helps#
you#to#evaluate#IP#claim#and#
assess#risk
• Collect#and#share#sensitive#
documents

44. Thread#KM
• Conversation,#collaboration#and#file#management#tool
• Invite#collaborators#to#participate#and#control#the#
Clio#activities#that#participants#
are#able#to#see

45. DomainSkate
• Monitor#trademark#infringements#online
• Possible#infringements#will#automatically#create#a#Clio#task#for#followVup

46. BILLING#&#ACCOUNTING

47. LawPay
• Credit#card#processing#exclusively#for#attorneys
• Complaint#with#State#and#ABA#
guidelines#for#accounting
• Connect#to#Clio#to#allow#clients#
to#pay#bills#online

48. QuickBooks&#Xero
QuickBooks#Desktop:#
• Manual#export#of#Clio#Contacts,#bills,#and#transactions#to#QuickBooks
QuickBooks#Online#&#Xero:#
• BiVdirectional#sync#of#Contacts#from#Clio
• OneVway#sync#of#bills#and#payments#from#Clio

49. Viewabill
• Client#facing#dashboard#
shows#amount#of#time#
worked#on#their#Matter
• Communicate#with#the#
client#about#billing#issues#
through#Viewabill's#portal

50. InvoiceSherpa
• Automate#email#delivery#of#Clio#bills
• Create#a#payment#reminder#
schedule
• Create#customized#notification#
templates#for#email,#text#messages,#
and#live#phone#call#reminders

51. FundBox
• Receive#a#loan#of#up#to#$25,000#in#advanced#funds#on#your#
outstanding#Clio#invoices
• Fundbox#will#then#provide#
you#with#a#weekly#
repayment#schedule

52. ON#THE#GO

53. iPad#•#iPhone#•#Android
Clio#on#the#go!
• View#your#Matters,#Contacts,#Calendars,#Tasks,#
and#even#Documents
• Tap#to#dial#your#Clio#contacts
• Secure#Message#and#Task#notifications

54. Talk2MyLawyer
• Mobile#chat#app#for#connecting#with#new#and#existing#clients
• Conversations#with#new#clients#create#a#new#Contact#in#Clio
• Conversations#with#existing#
clients#can#be#saved#to#
existing#Matters#in#Clio

55. LegalRank
• Mobile#optimized#for#collecting#reviews#and#feedback
• Build#a#testimonial#database#
• All#reviews#saved#to#the#appropriate#
Clio#Matter

56. CloudMask
SECURITY
• Encrypt#Clio#Matter#and#Contact#Custom#Fields
• Protect#document#folders#and#all#the#files#within
• Only#authorized#users#can#view#encrypted#materials

57. Zapier
• Connect#Clio#to#400+#supported#cloud#applications
• Automate#tedious#or#manual#tasks
• Create#new#Clio#Contacts,#Matters,#Task#assignments,#Calendar#entries,#
Communications,#Notes,#and#Time#entries
ALLVINVONE

58. CONCLUSION

59. Thank#You.