Clio
Clio is cloud-based legal practice management software used by law firms to manage their matters, contacts, calendars, billing and client communications. The integration with InputKit automatically sends your questionnaire sequences from certain events recorded in Clio, for example a closed matter or a paid invoice.
What the Clio integration with InputKit allows
Events recorded in Clio trigger the matching InputKit sequence, with nothing for your team to do.
- Automatic InputKit sequence sent when a matter is closed in Clio
- Can also trigger when an invoice is paid, to measure the overall client experience
- Adjustable send delay for each trigger, so you reach the client at the right moment
- Satisfaction reports by lawyer or by team, built from the responses you receive
- Real-time alerts when a client is dissatisfied, and Google review invitations for happy ones
Ready to connect Clio with InputKit?
Book a demo to see how you can automate client follow-ups from the matters already managed in Clio.