Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Broadly

broadlyb512x512trans.png

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.

Content

Connecting Broadly to Clio
Contacting Broadly Support

Connecting Broadly to Clio

First, sign up for Broadly directly at broadly.com. Then, to integrate Broadly with Clio:

  1. Log in to Broadly
  2. Go to the settings page
  3. Go to Data sources
  4. Click Add Data source
  5. Select Clio
  6. Click Allow Access

Contacting Broadly Support

For help and support, go to help.broadly.com or email support@broadly.com

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality