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Intake123
• Create#intake#forms#with#drag#and#drop#functionality
• Match#form#fields#to#Clio#Custom#Fields
• Create#eSignatures,#checklists#&#surveys
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
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
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
Ruby#Receptionists
• Virtual#reception#services#• Ruby#message#and#voicemail#notificationsadded#to#Clio#as#communications#logs
MyLegalReceptionist
• 24/7#phone#answering#service#• Receptionists#specialized#in#legal#issues
• Transfer#calls,#provide#basic#intake,#schedule#appointments
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
Google#Calendar#Sync
• BiVdirectional#sync#of#calendar#events#and#Contacts#in#Clio#and#Google
• Add,#delete,#and#modify#events#and#Contacts#in#either#app
Office#365#for#Business#Calendar#and#Contacts• BiVdirectional#sync#of#calendar#events#and#Contacts#in#Clio#and#Office#365#for#Business#VOutlook
• Add,#delete,#and#modify#events#and#Contacts#in#either#app
Outlook#Sync
• BiVdirectional#sync#of#calendar#events#and#Contacts#in#Clio#and#Outlook
• Specify#which#app#is#primary#and#prevent#accidental#deletions
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
PromptAppointment
• Automated#appointment#reminders#sent#to#your#clients:#- text#message,#email,#or#automated#phone#call
• Receive#requests#to#reVschedule#from#your#clients#and#Contacts
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
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
gUnify#Broadsoft#Connectorby#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
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
CourtTrax
• “Name#Alert”#notifications#for#any#new#litigation#involving#a#tracked#individual#or#business
• “Case#Watch”#notifications#for#all#court#activities#on#tracked#cases
Docket#Alarm
• Full#text#searches#on#live#dockets#and#documents
• New#case#filings#added#to#Clio
• PTAB#predictive#analytics
All#of#your#documents#available#through#Clio• Box• DropBox• Google#Drive• NetDocuments
Document#Storage
•OneDrive#documents#accessible#in#Clio#•Edit#and#collaborate#on#Microsoft#Office#files#in#the#cloud
OneDrive#for#Business
jEugene
• Highlights#undefined#terms#and#unused#definitions#in#Word#documents• Ensures#definitional#integrity#of#legal#documents• Free#to#use#with#documents#in#Clio
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
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
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
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
LegalNature
• Guided#document#assembly#Generate#industry#standard#affidavits,#contracts,#agreements,#deeds,#wills,#and#more#
• All#generated#documents#automatically#saved#in#Clio#
My#Legal#Briefcase
• Generate#small#claims#forms,#contractor#agreements,#and#basic#wills• Generated#documents#can#be#saved#back#to#your#Clio#Matters
Directive#Communication#Systems
• For#Trust#&#Estate#professionals• Track#and#organize#digital#and#offline#accounts• Client#collaboration#ensures#an#upVtoVdate#portfolio
DirectLaw
• Document#assembly#templates#for#hundreds#of#jurisdiction#specific#forms,#contracts,#agreements,#and#letters
• Ability#to#design#a#custom#questionnaire#for#document#assembly
Smokeball
• Manage#clients,#matters,#emails,#and#documents• Document,#communication,#and#form#automation• Library#of#over#4000#documents
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
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
Tracklight#Pro
• Identify#and#protect#intangible#IP#assets
• Automated#questionnaire#helps#you#to#evaluate#IP#claim#and#assess#risk
• Collect#and#share#sensitive#documents
Thread#KM
• Conversation,#collaboration#and#file#management#tool• Invite#collaborators#to#participate#and#control#the#Clio#activities#that#participants#are#able#to#see
DomainSkate
• Monitor#trademark#infringements#online• Possible#infringements#will#automatically#create#a#Clio#task#for#followVup
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
QuickBooksro
QuickBooks#Desktop:#• Manual#export#of#Clio#Contacts,#bills,#and#transactions#to#QuickBooks
QuickBooks#Online#ro:#• BiVdirectional#sync#of#Contacts#from#Clio• OneVway#sync#of#bills#and#payments#from#Clio
Viewabill
• Client#facing#dashboard#shows#amount#of#time#worked#on#their#Matter
• Communicate#with#the#client#about#billing#issues#through#Viewabill's#portal
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
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
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
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
LegalRank
• Mobile#optimized#for#collecting#reviews#and#feedback• Build#a#testimonial#database#• All#reviews#saved#to#the#appropriate#Clio#Matter
CloudMask
SECURITY
• Encrypt#Clio#Matter#and#Contact#Custom#Fields• Protect#document#folders#and#all#the#files#within• Only#authorized#users#can#view#encrypted#materials
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