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