50#INTEGRATIONS#IN#50#MINUTES

Drew%Goddyn,#ClioStephanie%Papagni,%Clio

INTAKE#&#LEAD#GENERATION

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

EMAIL#MANAGEMENT

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

Click#to#File

• Batch#save#emails#from#Outlook#to#Clio#Matters

• Available#for#both#PCs#and#Macs

CALENDARING

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

TIME#TRACKING

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

RESEARCH#

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

DOCUMENT#MANAGEMENT

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

ScanSnap

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

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

CASE#MANAGEMENT#&#VIRTUAL#LAWYERING

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

BILLING#&#ACCOUNTING

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

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

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

ON#THE#GO

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

CONCLUSION

Thank#You.