Clio is cloud-based law practice management software built specifically for legal professionals. ion8’s certified Clio consultants can help you with a new installation of Clio legal software and work to integrate other systems with Clio. Whether you’re starting your practice today with a brand new practice management solution, or you’re converting from an old one, we’re able to get you set up quickly.
Clio Setup, Integration and Customization
Help with existing Clio installations
One of our more common requests from clients who are already working with Clio is for help with invoice design. We can design and implement new invoice designs, email templates, and more to make all of your communications professional. We can also integrate other programs and solutions with Clio, including accounting software and more.
Clio: New installations
A law practice has very specific needs for software, and Clio is purpose-built to meet them. From initial client contacts to branded invoicing, Clio does everything with extra layers of security to protect your client’s confidential information.
Integrating Clio with the rest of your practice
Ion8 can integrate Clio with business phone systems and other software solutions such as Salesforce, Quickbooks, and Microsoft Office 365.
Other solutions we can integrate with include:
Custom Clio Products from ion8
As a full-service digital agency, ion8 offers custom products created for Clio, such as our PC Law Connector, and the ability to integrate your current Customer Relationship Management (CRM) solution with Clio.
Find out more about CRM Clio Connector
Ready to take the next step?
Our experts in digital advertising, web design, and cloud communications are excited to partner with you to modify your business processes and guide your team through the transformation.