CALENDLY INTEGRATION

From Calendly to Clio Grow + Manage, seamlessly automate client intake

Simplify appointment booking through our Calendly integration that automatically creates a Matter for you right in your Clio Grow or Manage.
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Join the growing list of law firms automating their workflows
Calendly and Clio Grow + Clio Manage integration
Client intake process for Clio and Calendly

Integration Details

For both new and existing clients in Clio Grow, our Calendly integration automatically creates or updates the matter for all new appointments booked with you. We unify your client intake and appointment booking, leaving you with no need to switch between different applications to complete tasks.
Trigger - when this happens
New Meeting booked in your calendly
A client books a new meeting in Calendly for a specific meeting type.
Filter - automatically filter
Find the client in Clio
If the client exits inside Clio Grow or Manage, update the matter with correct information.
action - then do this
create a new client and matter in clio
Create a new contact and matter with correct custom and default fields from Calendly either in Clio Grow or Manage.
action - and this!
Send a text message to client via your dialpad
Send a custom text message with unique values from Clio fields or Calendly fields.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
As a Certified Clio Partner, we've designed automations that connect directly to Clio that you can trust.
integrate with stuff

Get more out
of your existing legal tools

LegalMate integrates with any legal and general business software you use for your firm including Office 365, Outlook, Clio Manage,Clio Grow, Gmail, Dropbox, MyCase, Acuity, Dialpad, Lawmatics and more.
Frequently asked questions

You should have questions

Do I have to set it up myself?

No, you do not. We've designed our pre-built automations to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

To make sure you have a seamless and easy experience, we'll schedule a 15 minute call to help you set up your automation. After the call, you'll be all set up and we will be available for help if needed!

What type of Calendly plan do I need?

You will need to be on any one of the paid plans Calendly offers.

What data gets transferred from Calendly to Clio Grow or Manage?

All fields within the appointment booking flow in Calendly will be automatically transferred into your Clio Grow or Clio Manage. Add your custom fields or default matter fields and the automation will take care of the rest.

Does the automation only work for certain meeting types?

The automation can be linked to any type of Calendly meeting type. You can also select the exact meeting type to connect the automatic to and deselect other meeting types from the automation.

What happens if there is a problem?

We have a number of checks and balances to ensure your automation will run smoothly. However, in the case that you are needing any type of support, you'll have the CEO's personal phone number you can contact. We really mean that.

What if I want to customize this automation?

Then you're in the right place. Our team builds custom automations for 100's of law firms - reach out and we can design an automation custom to your needs.

Automation is for you if...

You’re overwhelmed with the number of cases you have on the go at any given time.
You’re behind or always worried about sending status updates to your clients.
You’re unsure if your immigration forms are accurate and how to identify the mistakes.
You lose repeat clients when they reach new immigration milestones because you don’t have a great way to track cases
You feel like your cases could be moving faster.
You’re worried about your clients missing future opportunities.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
“Our firm hired LegalMate to create an essential workflow automation for different immigration fillings, submitted applications and various essential notices. Before the automation, this was all done manually. LegalMate has automated it all!
Karen Jones
KW Law
Increase efficiency and profitability with bespoke automations and made-to-measure solutions to help you scale.
Solutions
Client IntakeBilling automationClient managementCase typesClient Referrals
Use Cases
ImmigrationEvictionBankruptcyFamily law
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