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Unbundled Attorney

Unbundled Attorney is a lead generation service offering exclusive leads delivered to you in real-time through their web-based, mobile-ready app. Leads are targeted by region then educated on the benefits and cost of Unbundled legal services. With Unbundled handling your marketing and lead generation, you can focus on serving your clients.

Try Unbundled Attorney today and receive a FREE* 15 day Pro Plan trial.
*Plan cost only. Lead costs not included.

Contents

Requirements
Connecting Unbundled Attorney to Clio
Using Unbundled Attorney with Clio
How to Set Up Unbundled Attorney in Clio Grow

 

Requirements

  • Clio = Boutique
  • Unbundled Attorney = Premium

 

Connecting Unbundled Attorney to Clio Manage

Once you have signed up for a premium Unbundled Attorney account and have logged in, click the "Settings" menu, then "Integrations".

On the "Integrations" screen, click the "Authorize Clio" button.

On the "Connect with Clio" screen, click the green "Yes, Let's Connect" button.

* If you are not already logged into your Clio account, you will be prompted to login before you can connect.

Using Unbundled Attorney with Clio

Once you have connected your Clio account to Unbundled Attorney, new leads will create a new Contact and Matter in Clio with the client issue as the Matter description. The Unbundled "Division" (practice area) will appear in the Client Reference Number field of the Matter.

If you require more help working with Unbundled Attorney, email their Support department at support@unbundledattorney.com.

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