Clio is a legal practice management software for lawyers. It does your administrative tasks while you have more time for your clients. Clio has an intuitive Timekeeper that tracks the time you spent on a particular case and helps to get reports on time entries. Access important case data anytime you need; manage cases, documents, calendars, bills and clients; discover how much hours are recorded daily; customize your invoices and create billing in no time; monitor the performance of your organization to optimize the workflow. Clio maximizes your advertising efforts by allowing to track the clients' path in the lifecycle, organizes all the details on each case in one place, lets manage client funds according to the regulations, generates and submits Trust Requests through email, gets you paid faster.
Why integrate Clio with SendPulse?
Integrating Clio with SendPulse, you won't have to export email addresses manually from one service to another because it's up to Zapier. Once, a new contact is added to Clio, they will be automatically added to your SendPulse mailing lists as new subscribers. Thus, you will be able to reach out your law firm's contacts easily. After setting up the integration, you can send news, changes and updates to your clients. Build your relationships with the help of email marketing automation!
How do you connect Clio to SendPulse?
Integrating Clio with SendPulse unites these two simple tools to benefit your business. Just follow these steps:
- Create Clio account
- Create a new mailing list in your SendPulse account
- Make Clio to SendPulse zap using Zapier with SendPulse integration
- Set the kind of interaction you want between these two platforms
- Set the trigger email you want to send to your contacts
See our Knowledge Base to learn more about Zapier integration.
If you have any questions on how to connect Clio to SendPulse with the help of Zapier, please feel free to contact us.