Is There a Way to Text Clients from Clio?

Objective:

  • What integration partner sends texts from Clio

Environment:

  • Clio Manage
  • Apptoto
  • ZipWhip

Additional Information:

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

Answer:

Clio integrates with Apptoto and Zipwhip, 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 and Zipwhip.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality