Clio Grow is an all-in-one Client Relationship Management platform. When integrated with Back Office Betties, client intake and scheduling is a piece of cake.

Features

Reduced Receptionist Time
Workflow automation makes the client intake process seamless and requires less hands-on work from virtual receptionists, saving you money.
Automated Document Generation
Form and document templates available in order to receive electronic signatures.
Lead and Revenue Tracking
In-depth reporting that allows you to better understand your business, all in one place.

Referral Network
Clio offers access to attorneys that also use the software in order to easily refer out when you are at max capacity and cannot take on new clients.
Quick Client Intake
Adding clients to your database is painless and super fast with customized intake forms.
Call Summaries
After a potential new client call, Back Office Betties virtual receptionists send notes and call summaries to your Clio Grow inbox instantly.

Connecting Clio Grow with Back Office Betties

If you have an existing account, send us your Clio Grow token and we will take care of the rest!

Trying to locate your Clio Grow token? Log into your Clio Grow account, go to Settings > Integrations. There, you will see your “Inbox Token” that allows Betties to sync with your account!

If you have yet to set up an account, you can give them a try for free here. Once you have an acount, follow these steps to set it up and send us your credentials so we can gain access.

Other Integrations

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