LawTap is an appointment booking program that allows you to instantly book appointments for your Clio Contacts (with SMS and email confirmations and reminders).
Features:
- Securely integrate Clio with your existing calendar software including Microsoft Exchange/Outlook, Microsoft Office 365, Google Calendar/G Suite and Apple iCloud.
- Instantly book appointments for Clio Contacts with email and SMS reminders.
- Instantly link an appointment booking to a new or existing Clio Matter.
- Automatically generates detailed time-entry Activities which you can instantly bill in Clio, and keeps updated as appointment bookings are cancelled or rescheduled.
LawTap is the easy-to-use appointment booking management software which supports 500+ law firms today. LawTap integrates with Clio and your existing calendar system to enable you, and your clients, to book online with you 24x7 via your website, email signature or Facebook Page.
To view LawTap subscription details and sign up, click here.
Contents
Connecting LawTap to Clio
Using LawTap with Clio
Booking an Appointment using a Clio Contact in LawTap
Sending an Appointment to Clio
Viewing an Appointment in Clio
Disconnecting Clio from LawTap
Additional Integration Notes
LawTap Help
- Visit lawtap.com
- In the top menu, click "Sign In"
- Sign In to LawTap
- In the top menu, click "Integrations"
- Click "Connect to Clio"
- Sign in to Clio
- Click "Allow Access" for LawTap to have limited access to Clio to synchronise client appointments as Calendars, Contacts, Matters and Activities with your existing Clio account
- You will be returned to LawTap and the message "Successfully connected to Clio" will display
Booking an Appointment using a Clio Connect Contact in LawTap
- In the top menu, click "Appointments"
- Click “Book Appointment”
- In the Client dropdown menu, select an existing Clio contact
Sending an Appointment to Clio
- In the top menu, click "Appointments"
- For an appointment, click "Send to Clio"
- On the "Send to Clio" screen
- Under "Link to Matter", Create New Matter and enter a Matter Name OR use the drop-down menu to link the appointment to an existing Clio Matter
- Click "Send to Clio" button
- You should see the message "Successfully sent to existing Clio Matter [Matter ID]"
Viewing an Appointment in Clio
- In the top menu, click "Appointments"
- For an appointment, click "View in Clio"
- You will see the appointment created as an Activity in your Timeline which you can immediately review and bill to your client
Disconnecting Clio from LawTap
- Visit https://lawtap.com
- In the top menu, click "Sign In"
- Sign In to LawTap
- In the top menu, click "Account"
- Under Integrations > Clio, click "Disconnect"
Additional Clio Integration Notes
- If an appointment in LawTap is cancelled, the Activity will be removed/deleted automatically
- If an appointment in LawTap is rescheduled, the Activity will be updated automatically
For more information on the LawTap/Clio integration, see here.
If you would like more information on how to make the most of your LawTap subscription with Clio, please see the LawTap Help Portal at: https://help.lawtap.com.
Live Chat Support: https://help.lawtap.com
Email Support: support@lawtap.com