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
DPS/ACCESS INTEGRATION
Full integration with DPS/Access
OnBoardNow integrates with DPS/Access using email. A template is
added to DPS that when called automatically instructs OnBoardNow to
trigger flows with a specific client with no duplicated data entry.
Once the user completes the task resulting documents are automatically
attached to the correct matter file and all notifications sent to client and
lawyer.
- Trigger onboarding flows directly from a DPS/Access matter
- Client details and references carry through automatically
- All outputs returned to the correct case file
- No duplicated data entry at any stage
DPS/Access
Matter: Smith v Jones
Flow triggered from matter
Link sent to client
Client completing onboarding
Outputs returned to case file
Connected to DPS/Access
API & CUSTOM
Full Function API’s
For firms with their own systems or specific requirements, OnBoardNow
supports API-based and custom integrations — allowing onboarding to be
triggered and outputs returned however your workflow demands.
API Integration
Trigger flows and receive structured
outputs programmatically — integrating
OnBoardNow directly into your existing
platform or workflow.
Custom Builds
If your onboarding process has specific
requirements, we can work with you to
build a tailored integration or bespoke
flow that fits exactly how your business
operates.