Zipwhip two-way texting connects legal offices with clients to streamline communication. Take full advantage of your existing business phone number by using it to quickly confirm consultations and correspond with clients by text, eliminating hours of phone calls and voicemails.
Zipwhip for Clio CRM integration provides piece of mind to customers in the legal space by maintaining client SMS and MMS conversations from Zipwhip within the CRM space for tracking and retention. Automatically sync client text conversations to Clio for complete 360 view of customer-interaction tracking.
To sign up for Zipwhip, choose the Business Package here and a Zipwhip legal texting expert will contact you to help set up the integration with Clio.
- After logging into Zipwhip, select Account from the upper right menu.
- In the Account Console, select the Integrations tab
- Click the Clio icon
- Click Install to initiate the integration process
- When prompted, sign into Clio
- Click Allow Access
The welcome page is then displayed:
After setting up the integration, users will see messages synced to Contacts under the Communication area as a log:
Clio & Zipwhip Webinar
To check out a webinar co-hosted by Clio and Zipwhip, click here.