The Clio integration is designed for law firms that use Clio to manage their practice and want to leverage CrocoClick to automate client communication, follow-ups, feedback requests, and online visibility.

It connects Clio's legal and administrative events with communication and customer relationship automations in CrocoClick.

Why connect Clio to CrocoClick

• Centralize client communications (text messages, emails, reminders).

• Automatically trigger follow-ups after appointments or case closures.

• Send customer review requests in a structured manner.

• Improve local visibility based on the features enabled in your CrocoClick space.

• Reduce manual tasks and forgotten follow-ups.

Prerequisites

Before connecting Clio to CrocoClick, make sure you have the following:

• An active Clio account.

• Administrator access to your CrocoClick account.

• The necessary permissions to connect an external application on the Clio side.

Without these prerequisites, the connection cannot be finalized.

Connecting to Clio – overview

The exact screens may vary depending on your Clio configuration, but the connection process remains the same.

1. In CrocoClick, go to Settings → Integrations.

2. Select Clio.

3. Click Connect.

4. Log in to your Clio account.

5. Authorize the requested access.

6. Return to CrocoClick and verify that the integration status is Connected.

Once connected, Clio can be used as a trigger or synchronization source in your CrocoClick automations.

Examples of useful automations

Post-case review request

Objective
Automate the request for customer feedback after a file is closed.

Trigger

• Case closure in Clio.

• Or internal status change.

• Or pipeline stage reached in CrocoClick.

Actions

• Sending a thank-you text message or email.

• Send a customer review request.

• Automatic reminder on D+3 if the review has not been left.

Customer appointment follow-up

Objective
Reduce absences and improve appointment preparation.

Trigger

• Appointment created or scheduled.

Actions

• Confirmation message.

• Reminder 24 hours before the appointment.

• Reminder 2 hours before.

• Preparatory questionnaire sent if necessary.

Maintain a clean contact database

Objective
Maintain a clear and usable customer database in CrocoClick.

Trigger

• New contact.

• New lead synchronized from Clio.

Actions

• Data normalization (name, phone number, email).

• Add business tags.

• Automatic segmentation according to file or client type.

Best practices

• Clearly define the Clio statuses or events that should trigger automation.

• Centralize automation logic in CrocoClick.

• Use consistent tags and statuses to facilitate tracking.

• Test each automation with a real-world case before deployment.

Support and troubleshooting

Problem connecting to Clio

• Verify that you are logged into the correct Clio account.

• Verify that permissions have not been denied or revoked.

• Disconnect and then reconnect the integration from CrocoClick.

Persistent error

• Consult Clio support for errors related to the API or permissions.

• Consult CrocoClick support if the problem concerns automations or synchronization.

• Depending on the type of error, both platforms may be involved.