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 email@example.com. 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
To send review requests for selected matters, you need to create a Matter 'Custom Field' within your Clio account.
Name the custom field 'Send Review' and select 'Checkbox' as the type of field. Also, check the 'Default' checkbox and click the 'Save' button to create the new custom field.
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'.
Once you are in the process of creating a new matter, a 'Send Review' checkbox will appear on the bottom. If you want to send a review request to the customer, check the 'Send Review' box and proceed.
Once the integration is complete, BirdEye will send out review requests to the client related to the closed matter for which the 'Send Review' checkbox has been ticked. If you were earlier 'Checking In' customers manually, you no longer need to do that. If the BirdEye team was doing it for you, reach out to the technical support team and notify them about the integration with Clio.
For BirdEye support, call 1-800-561-3357 extention 3, or click here