Clio Integrations
We Integrate With Clio!
At Civille, we not only specialize in building super fast and SEO friendly law firm websites, we also offer a suite of lead generation and lead enhancement tools that integrate directly with Clio Grow or Clio Manage. In doing so, you can streamline your lead and intake process, and automatically create new clients and matters directly in Clio.
Integrate With Clio With Any Civille Lead Enhancement Solution
Civille Websites
If you already have a website with Civille (or are wanting a website provider that integrates with Clio), integrating your website leads with Clio is easy as pie. Our traditional contact forms allow a seamless integration into your existing Clio Grow or Clio Manage account. Avoid the hassle of manually updating lead information and get notified directly from Clio when a new website lead is generated.
Civille AI Chat
With Civille’s AI Chat, law firms can easily add a chat function to their website without the need for extensive resources or time commitments. Our platform’s simplistic design, customizable questions and responses, and AI functionality make it easy for any law firm to build a functional chat and qualify leads simultaneously. The AI Chat can be installed on any Civille or WordPress website as well See it in Action in the lower right hand corner of your screen. And best of all, it integrates seamlessly into Clio!
Civille Law Forms
Civille Law Forms is another lead generation tool that integrates with most Civille Websites that can allow you to either qualify leads or break down longer forms/questionnaires into a multi-step process (or in some cases both!). Every aspect of the form(s) can be customized from questions to follow-up questions and responses. Breaking it down, Civille Law Forms gives your firm many customization that a traditional form can’t. And more importantly, without sacrificing functionality and lead volume. Oh, and did we mention, this also integrates directly with Clio?
Civille Scheduling Tool
Want to allow potential clients to choose their own appointments? Integrate with the Civille Scheduling tool to allow customers to book directly with any employee’s calendar. The Civille Scheduling Tool can connect with any outlook or Google workspace calendar, as well as virtual meeting software including Google Meets and Zoom. All leads can be fed directly into your Clio Grow account, and even update your Clio Manage Calendar for easy management.
Connecting Your Clio Account With Civille
Integrating with your existing Clio account into Civille products is easy:
1
Choose Your Civille Website or Lead Enhancement Products.
Connect with your Civille account manager or onboarding specialist to add any lead enhancement product to your existing Civille website. If you don’t have a Civille website, connect with us here on pricing options for a new website or integrating with any lead enhancement tool into your current WordPress site.
2
Send/Gather Clio API Token from Clio Grow and/or Clio Manage
Generate your API token in the integrations setting in Clio and send it to your Civille account rep.
3
Start Collecting Leads in Clio.
Once you send the integration token, all leads generated with any Civille website or lead enhancement will be automatically sent in your Clio account.
