CLIO INTEGRATION
Integrate Text Request with Clio
Automatically text clients appointment reminders and billing notifications from Clio, and sync contact conversation history between platforms.
CLIO INTEGRATION
Integrate Text Request with Clio
Automatically text clients appointment reminders and billing notifications from Clio, and sync contact conversation history between platforms.
FEATURES
Text messaging to make life easier.
AUTOMATE BILLING
Create automated billing notifications, with PDF invoices and payment links, that send straight from your office phone line.
SYNC CONVERSATIONS
Sync text messaging through Text Request with Clio, creating a record in your contact’s Communications.
BRING IN NEW LEADS
Spark new client conversations with our SMS Chat on your own website.
AUTOMATE APPOINTMENTS
Set up appointment reminders and notifications to send automatically through your office phone line.
TEXT FROM CLIO
Text back and forth with clients from inside Clio using the Text Request Chrome Extension. Works on Chrome and Edge browsers.
KEY BENEFITS
By integrating Text Request with your Clio account, you’ll be able to:
Text contacts directly from Clio with click-to-text, using our Chrome extension
Create automated billing notification texts, including PDF invoices and payment links
Text from multiple Text Request dashboards (e.g. each lawyer can text from their own line)
Sync messages between Text Request and Clio (texts will show under a contact’s Communications)
Add our SMS Chat to your website to spark more new client conversations
Give your legal team the #1 channel for client communications—text messaging—so you can take back your time and improve cash flow.
Categories:
CRM, Business Management
Price:
Free
Pairs with:
Chrome Extension, Multiple Dashboards, SMS Chat
REQUIREMENTS
Text Request:
Active account, Starter plan or above
Clio:
Active account, Boutique plan or above
NEXT STEPS
Create your Text Request account