One of the biggest issues law firms face is duct-taping together their software solutions. The marketing is managed in one silo, while case management is handled in a separate silo, and none of these systems work together to make a seamless transition from traffic, to lead, to client.
That’s why we’re thrilled to announce our integration with Clio Legal Practice Management! Your website is the entryway for all of your clients, so it only makes sense to give you a quick and easy way to move those clients into your case management software.
This integration allows you to import all of your Clio contacts into DSS, and will automatically update DSS contact tags when you create a matter for your contact in Clio.
Don’t want to export ALL your contacts to DSS? No problem—you also have the option to prevent this automated sync, and manually export individual contacts from Clio to DSS.
If that is not enough, you can ALSO individually export contacts from DSS to Clio! No matter how you choose to use this integration, there’s an option to make everyone’s life a little easier! Learn about the different options and how to set up the integration below.
Import Contacts From Clio to DSS
To connect DSS to your Clio account, log into DSS and go to https://dss.fosterwebmarketing.com/tool/clio-settings.cfm.
You will see three tag options. Before you can connect to Clio, you must assign or add at least one Contact Tag and one Client Tag. These tags will be added to your DSS contacts records that are imported from Clio. General Tag will always stay on the contact record in DSS unless you remove it manually. Contact Tag is added to contacts or leads who have not yet become clients in Clio, and it’s removed when a matter is created for the contact in Clio. Client Tag is added to the DSS contact record when a matter is created, and it automatically replaces the Contact Tag. Learn more about the different tags associated with the Clio integration in the “Tag Tips” section below.
Once you select your tag(s), you will see the option to authorize the connection between DSS and Clio.
From here, you’ll be taken to a login screen for your Clio account. Once you’re logged in, you must select “Allow Access” to integrate with DSS. Clicking this button will bring you back to the Clio settings page in DSS.
Scroll to the bottom of the screen, and you will see a button to import your Clio contacts into DSS. After the initial import action, your Clio account will automatically synchronize and import your contacts into DSS every night. At any time, you may immediately sync your contacts by returning to this Clio settings page and using the “Import Clio Contacts Into DSS” button.
Push DSS Contacts to Clio
To push contacts from DSS to Clio, select the individual contact record in DSS and scroll down below “Custom Columns.” Here you will see a toggle switch to “Export to Clio” (for contacts that do not exist yet in Clio) or "Update Clio Data" (for contacts that already exist in Clio). Click this so you see a blue checkmark, and then hit “Save” in the top right corner.
DSS will never override information in Clio unless you tell it to “Update Clio Data.”
Are You Considering Adding Marketing Automation Software To Your Law Firm or Medical Practice Strategy?
If you feel you're missing out on your share of leads for your law firm or medical practice there's a good chance you are. The good news is Foster Web Marketing is here to help! Please contact us online or call our office directly at 888.886.0939 to schedule your free consultation with our experienced marketing team. We've been helping clients throughout the United States and internationally since 1998 and are confident we can help you not only reach, but exceed your goals.
