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LawLytics

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Skilled lawyers don’t have to be skilled web designers: LawLytics takes care of the design and technical aspects of building and maintaining a world-class website for you. You’ll get a cutting-edge law firm marketing site that you can easily edit, with a client intake workflow that works seamlessly with Clio. By connecting LawLytics to your Clio account, you can easily collect information from leads and clients on your firm’s website. The integration will then create a new Contact and Matter with the form information directly in your Clio account.

To switch your current firm's website to LawLytics or to get started with a new website, schedule an introductory call and demo. 

Contents

Connecting LawLytics to Clio
Using LawLytics with Clio
     Sending LawLytics Forms to Clio Automatically - Option 1
     Sending LawLytics Forms to Clio Automatically - Option 2
     Sending LawLytics Forms to Clio Manually
     Confirming a Submission was Sent Successfully
More Information About LawLytics

Connecting LawLytics to Clio

Once you've signed up for a LawLytics website, login to your control panel. Click on your name at the top right then select "Integrations" from the dropdown.

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On the Integrations page, click on "Connect" in the Clio box. 

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On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).

You will now see a connection confirmation in LawLytics.

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Using LawLytics with Clio

LawLytics allows you to create an unlimited number of different forms to deploy on your websites. Once your LawLytics and Clio accounts are connected, you can decide whether to send submissions from each form to Clio automatically, on manually. When you send a form submission to Clio, it will create a new Contact and Matter, then save the form submission details as a Matter Note. 

If you choose to send form submissions to Clio automatically, you have two options for setting that up:

  1. From the Integrations page
  2. From an individual form

Sending LawLytics Forms to Clio Automatically - Option 1

From the Integrations Page

On the Integrations page, the Clio box will now have a "Settings" option. Click "Settings". 

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In the "Clio Settings" window, check which forms you want to send to Clio automatically. If you want to send forms submissions from any form to Clio manually, leave the box for that form unchecked.

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After selecting the forms you want, click "Save" to automatically send all submissions from those forms to Clio.

To stop a form from sending submissions to Clio automatically, repeat these steps then uncheck the form and click "Save".

Sending LawLytics Forms to Clio Automatically - Option 2

From an Individual Form

In the LawLytics control panel, click on the "Libraries" tab then click "Forms".

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All your forms appear in the column on the left. Select the form you want to send to Clio automatically. Scroll down to the bottom of the form and check the "Clio" box under "Automatically export all new form submissions to". Click "Save Form". All submissions to that form will now be sent to Clio automatically.

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Sending LawLytics Forms to Clio Manually

To send individual form submissions to Clio manually, navigate to the form submission by clicking on the "Leads" tab then click "Form Submissions". Open the message that you want to send to Clio, then click the "Export to Clio" button. 

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Confirming a Submission was Sent Successfully

To check if a form submission has been sent to Clio, navigate to the "Form Submissions" area of the LawLytics control panel and select the form. You’ll see a green check box next to "Exported to Clio" at the top of the form.

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More Information About LawLytics

If you are not yet a member of LawLytics and want to explore setting up a website and integrating it with Clio, call LawLytics at 800-713-0161, or schedule an appointment online.

If you are already a LawLytics member and want help integrating your account with Clio, call LawLytics or submit a support ticket from within your LawLytics control panel.