Get more reviews, higher ratings, and more clients easily with BirdEye.
- Get new reviews from your clients without adding any work to your day. Ask clients for feedback on sites most important to you like Google, Avvo, Facebook and more with fully automated, customizable texts and emails.
- Automatically promote your best client reviews on your company website and social media channels to boost SEO, click-throughs, and appointment bookings.
- Get real-time new review alerts and respond directly to reviews on third-party sites from one place.
BirdEye lets you send fully automated review requests to your clients and integrates seamlessly with your client list on Clio. With customizable timing, branding, and content, you can get new reviews from your clients on sites like Google and Avvo without lifting a finger. Boost your star ratings, improve your search engine ranking, and get new clients by letting your happy clients do your marketing for you.
Once Clio is integrated with BirdEye, BirdEye will pull client information from Clio once daily from the cases that were closed on the previous day. BirdEye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the BirdEye dashboard.
To see how BirdEye can help your law practice get more reviews and more clients, sign up for a free trial here.
For complete instructions on how to use BirdEye with Clio, click here.
How to Connect BirdEye with Clio
To set up the initial part of the integration with BirdEye, please reach out to the BirdEye technical support team @ 1-800-561-3357 Ext. 3 or email them at - firstname.lastname@example.org. After the initial integration is set up by the BirdEye technical support team, you can log in to your BirdEye account to complete the integration process.
To complete the process, click on the 'Setup' tab located on the left navigation rail of your BirdEye dashboard.
On the bottom of the 'Setup' page, click on the 'Authenticate CLIO' button under the CRM integrations header.
After you click on the authorization button, you will be redirected to the Clio website. Enter the email address and password associated with your Clio account and click on 'Sign In'.
Once you have signed in to your Clio account, BirdEye will ask for certain permissions to obtain client data from your Clio account. Click on 'Allow Access' button at the bottom to complete the integration process.
After the access has been granted, you will be redirected to the BirdEye dashboard and a 'Successfully authorized' message will appear right next to Clio.
Using BirdEye with Clio
Review requests will be sent to your customers by default, to not send review request for selected matters, you need to create a 'Custom Field' within your Clio account. To create a 'Custom Field', login to your Clio account and click on the 'Settings' tab from the left navigation rail. Once on the 'Settings' page, click on 'Custom Fields' under the 'System' header. If you need help setting up the custom field, please reach out to the BirdEye technical support team.
To create a new custom field, click on the 'Add' button on the top right corner.
After you click on the 'Add' button, a pop-up will open up where you have the capability to give a name and add a type to your custom field. Enter 'Don't Send Review' in the name field, and select 'Checkbox' in the type field. Also, check the 'Default' checkbox and click on the 'Save' button to create a new custom field.
In case of a multi-location account, you will need a custom field for managing your locations which should be of type 'Picklist'. If you are already using a location custom field, provide the name of that custom field to the BirdEye support team. If you don't use a location custom field, you will need to create an additional custom field labeled as 'Location'. Once you have entered 'Location' in the name field, select the 'Type' as 'Picklist' and check the 'Default' and Required' boxes.
Now, use the 'Plus' sign to add different locations to the custom field. Once you have entered the name of all the locations associated with your BirdEye account, click on the 'Save' button.
After you have created the 'Custom Field', it will appear under the 'Individual Fields' column. To verify if the custom field has been created successfully, click on the 'Create New' tab on the top right corner and from the drop-down menu select 'Matter'.
For multi-location businesses, the 'Location' custom field will appear next to the 'Don't Send Review' custom field.
Once you are in the process of creating a new matter, a 'Don't Send Review' checkbox will appear on the bottom. If you do not want to send a review request to the customer, check the 'Don't Send Review' box. By default, if the checkbox is not checked, review requests will be sent out to your clients for all closed matters.
For multi-location businesses, select the location from the drop-down menu while creating a matter.
Once the integration is complete, BirdEye will send out review requests to the client related to the closed matter for which the 'Don't Send Review' checkbox has not been checked.
For BirdEye support, call 1-800-561-3357 extention 3, or click here