Broadly’s client engagement platform helps your practice manage leads, facilitate communication with modern clients, and generate online reviews. With a Broadly-Clio integration, you can truly automate client follow-up and review generation on Google, Facebook, Yelp, and Avvo. Ensure that your online reputation matches the quality of the services you deliver.
• With a Clio integration follow-up with customers automatically via email and SMS to generate great online reviews.
• Increase conversions from your website with better reviews and web chat.
• Centralize all of your leads into a single platform
• Communicate seamlessly across email, phone, and text from your smartphone or desktop.
• Enable all team members to see client communication history and engage
To try Broadly, go to https://broadly.com/clio. Clio customers will receive a 15% discount.
Connecting Broadly to Clio
First, sign up for Broadly directly at broadly.com. Then, to integrate Broadly with Clio:
- Log in to Broadly
- Go to the settings page
- Go to Data sources
- Click Add Data source
- Select Clio
- Click Allow Access
Contacting Broadly Support