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Integrate to Clio

OnBoardNow sits alongside your existing Clio system — triggering onboarding
directly from your Clio case or client and returning everything back to the case file in a
structured, usable format.

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