App Aware: Clio Scheduler

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Vendor Corner

Have you heard of Clio? If you work with law firms, you should. Clio offers billing, practice management and intake and CRM software through Clio Manage, Clio Grow and Clio Suite. Clio has over 150 integrations including QuickBooks Online for accounting. They are constantly adding new features. One of the newest is Clio Scheduler [Note: this URL takes you to a 1-page downloadable PDF].

Getting a client from query to consult is often a tedious process. Clio Scheduler, an appointment scheduling tool, is designed to help in this process. The prospective client can book an initial consultation, eliminating the need for email or phone exchanges to find the right time.

Whether you embed a link on your website, or you send the prospect a link, they can choose a time and provide their details. Not only do you save time, but you improve the accuracy of the information gathered because the client fills it in giving less likelihood of a misspelled name. Clio Scheduler will also send out a confirmation and reminder emails, reducing the likelihood of a no show.

With Clio Scheduler you will be notified of the appointment.  Clio Scheduler is a part of Clio Grow. When Clio Grow and Clio Manage are properly connected, the information will flow smoothly over, and it will be added to your Clio Manage Calendar. The appointment can be synched to your Google or Outlook calendar.

If a client needs to reschedule or cancel, the confirmation email provides a link for them to use, further simplifying the process. The firm members can setup what appointment types are available and when they are available.

There are other solutions for allowing clients and prospects to view calendar and book appointments, Calendly for example. However, Clio Scheduler is a more complete solution with its automated reminders and integration into Clio. For anyone thinking about Clio this feature really adds value. If you are already using Clio Grow and Clio Manage, you should be taking advantage of the power that Clio Scheduler makes available.

If you would like more information or a demo, then you should reach out (via email) to the author, Caren Schwartz at Time and Cents Consulting to learn how Clio can help you, or your clients.