More than 150,000 legal professionals in 90 countries trust Clio legal practice management software to manage their law firms. LawTap is an Official Clio Integration Partner.
The LawTap Clio connector facilitates seamless integration between the two systems. The main benefits of the integration are:
Clio contacts become available in LawTap.
- This allows lawyers to book appointments on LawTap for their Clio contacts, with all the associated benefits and features, for example email and SMS reminders and payment options.
- Current Clio clients can book appointments directly on LawTap and lawyers can attract new clients on the LawTap directory.LawTap appointments can be linked to existing Clio Matters.
This allows law firms to automatically generate Activities in Clio for LawTap appointments. These are used to automatically bill clients .Lawyers can choose to connect to a Clio calendar or to a third-party calendar to eliminate double booking.
Learn more at https://lawtap.com/integrations/clio
Requirements
LawTap subscription.
A Clio Manage subscription.
Connecting LawTap to Clio
Note! This is a one-time connection that only needs to be done once for all lawyers in your firm.
To connect LawTap to Clio:
Select Integrations in the top bar.
In Clio, select Connect to Clio.
Enter your Clio login information and then select Sign in.
Select Allow Access in the Clio access confirmation screen.
This gives LawTap necessary (but limited) access to your Clio System.Clio redirects you to LawTap, where the "Successfully connected to Actionstep" notification displays.
Connecting LawTap to your calendar/s
Note! These connections must be done by, or on behalf of, all lawyers in your law firm. In other words, each lawyer needs to connect to one or more of their own calendars.
LawTap is flexible: you can connect to third-party online calendars, like Google or Outlook, or to one (or more) Clio calendars.
Your calendar is used to:
Set your availability for LawTap appointment types.
Schedule new appointments, booked by you (as a lawyer) for Clio contacts, and those booked by Clio contacts and new clients directly on LawTap.
Connecting LawTap to third-party calendars
You can connect LawTap to a number of online third-party calendars, including Microsoft Exchange/Outlook, Office365, Google, Apple iCloud or Outlook.com/Hotmail.
See How do I connect my calendar to LawTap? for instructions on how to do this.
Connecting LawTap to Clio Calendars
To connect LawTap to your Clio calendar/s:
Select Integrations in the top bar.
In Clio, select Manage Calendars.
In Primary Calendar, select the Clio calendar you want to use.
Save.
Overriding your primary calendar
You can override your primary calendar directly in your My Dashboard area in LawTap.
To override your primary calendar:
Select My Dashboard in the top bar.
Select My Appointment Types.
In Appointment Information, select your preferred Clio calendar in the Linked Clio Calendar pick list.
Save.
Syncing contacts in Clio and LawTap
Contacts are synced automatically in both LawTap and Clio and there is no need to take any manual action in this regard. Specifically:
Contacts created when new clients book appointments directly on LawTap are automatically added as Clio Contacts (if the contact does not already exist in Clio).
This process is instantaneous and syncing happens automatically when the booking is finalized.LawTap contacts automatically sync with Clio contacts every two (2) hours.
This is a two-way sync that checks that contacts in one system mirror the other.
Booking an appointment on LawTap for a Clio contact
To book an appointment for an existing Clio contact:
Select My Dashboard in the top bar in LawTap.
Select Book Appointment.
Select the Clio contact in the Client pick list.
Select the down arrow on the right to activate the list. You can use the the Search box to find the client. Enter their name or surname in the box (or the first few letters of either). As you type, the pick list updates to offer more accurate matches. When you select the client in the list, their name, phone number and email automatically populate the corresponding fields in the form.
Changing LawTap appointments
Changes to LawTap appointments are automatically synced and the up-to-date position reflects in both systems. There is no need for any manual action in this regard. Specifically, if an appointment is:
Cancelled in LawTap, the Clio Activity is automatically removed/deleted.
Rescheduled in LawTap, the Clio Activity is updated automatically with the new information.
See Managing your client appointments on LawTap as a lawyer for more about the Cancel and Reschedule actions in LawTap.
Sending LawTap appointments to Clio
Lawyers can link all LawTap client appointments (past and future) to Clio Matters from My Dashboard in LawTap.
To link a LawTap appointment to a Clio Matter:
Select My Dashboard in the top bar on LawTap. if necessary.
Select the Send to Clio action for an appointment.
In Link to Matter, create a new matter or select an existing Clio Matter to link to, and then select Send to Clio.
The appointment is automatically created as a Clio Activity for the selected Clio Matter and can be used for billing purposes.Repeat this procedure (step 2 and 3) for all relevant appointments.
Disconnecting LawTap from Clio
To disconnect LawTap from Clio:
Select Integrations in the top bar.
In Clio, select Disconnect.