OnBoardNow Clio Integration

If your firm runs on Clio, your client data already lives there. The last thing you need is an onboarding tool that ignores it — forcing your team to re-key names, addresses and matter details into a second system, and then re-key the results back again.

The OnBoardNow Clio integration connects the two, so onboarding starts with the data you already hold and finishes by returning verified information to where you actually work.

This is the trap most firms fall into when they add a new tool to an existing stack. The tool solves the problem it was bought for, and quietly creates a second one: a parallel system that has to be kept in step with the first, by hand, forever.

See how OnBoardNow connects to Clio.

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CLIO INTEGRATION

Full integration with Clio

OnBoardNow integrates with Clio to provide a seamless onboarding
experience directly within your case management workflow.

Flows can be triggered from a matter — with client details and
references already in place — removing the need to re-enter information.
As the client completes onboarding, all documents, data and outputs are
returned directly to the correct case file.

Trigger onboarding flows directly from a Clio matter
Client details and references carry through automatically
All outputs returned to the correct case file
No duplicated data entry at any stage

Clio

Matter: Smith v Jones

Flow triggered from matter

Link sent to client

Client completing onboarding

Outputs returned to case file

Connected to Clio