PATLive is a 24/7 live answering service that utilizes proprietary software and friendly and professional agents to take calls for thousands of organizations nationwide. Using PATLive and Clio allows law firms better manage leads, client intake and call messages. The integration virtually automates communication processes and helps to keep non-billable minutes to a minimum.
- PATLive removes the disruptive ringing phone from your plate and saves you time so you can focus on your case work.
- Capture every opportunity with PATLive/s 24/7/365 coverage, no more missed calls means no more missed clients.
- Improve your customer service with PATLive’s friendly and professional agents who quickly answer calls according to flexible and custom scripting that fits your firm’s needs.
To learn more about PATLive, visit https://www.patlive.com/customers/law-firms/
Email firstname.lastname@example.org or reach us 24/7/365 at 800-775-7790.
How to Connect PATLive with Clio
Connecting your PATLive service to Clio is super simple and only takes a minute or two.
Click this link: https://my.patlive.com/Account/Clio/
You’ll be directed to log in to your PATLive account:
After logging in to your PATLive account. Click the link to start the Clio authorization process under Account Options:
You’ll be redirected to Clio and will need to click the green “Allow Access” button:
Success, your integration was set up successfully!
Using PATLive with Clio
Once you’ve provided us with the permission to integrate with your Clio account, your work is done.
Prior to starting your PATLive service you’ll speak with one of our scripting experts who will gather all the pertinent information we need to know about your firm and what you’d like us to gather from your callers. As we collect the information, we enter it into fields that will then automatically map with field in your Clio account. If you choose, we’ll also submit the information directly to you.
If you would like more information about how to integrate PATLive with your Clio account, call 800-775-7790.