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Is There a Way to Text Clients from Clio?

Objective:

  • What integration partner sends texts from Clio?
  • Are there any text messaging integrations available?
  • How do I send Clients a text message through Clio?

Environment:

  • Clio Manage
  • Apptoto
  • ZipWhip
  • HeyMarket

Additional Information:

Please note these integrations are available for Boutique and Elite subscription plans.

Answer:

Clio integrates with Apptoto, Zipwhip and HeyMarket, which are able to send SMS messages to your clients for various purposes from the applications, which then save the communication log in Clio. To learn more about these integrations, please see here: Apptoto, Zipwhip, and HeyMarket.

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