Clio’s all-in-one cloud based software is that allows you to manage your firm, cases, and clients all in the same place. This is a premium service not included in Betties free scheduling options.

Features

Scales to Your Firm Size
Clio has multiple plan options to scale for your size. Whether you are a solo firm or large firm, they work for you!
Eliminate Data Entry
Synchronize data across Clio Manage and Clio Grow for unparalleled accuracy.
Automated Follow-Up
Automate follow-up emails and reminders to nurture your relationship with clients.

Powerful Reporting
View insights that identify your most valuable clients, referrals, and matter types.
Automated Document Management
Store, sync, and edit all of your documents with the ability to pull them up from anywhere – including on mobile.
Secure & Cloud Based
With industry-leading security, you can be sure that your information is safe in the Clio cloud.

Connecting Clio with Back Office Betties

In order for Back Office Betties virtual receptionists to directly schedule appointments or perform virtual assisting tasks in Clio, we will need our own login. Please email bettiegram@backofficebetties.com if you need assistance.

Other Integrations

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