Clio Integration with WhatsApp Business
Organize legal intake by connecting Clio with WhatsApp. Qualify inquiries, schedule consultations, and capture case details.
Benefits
Structured intake
Consultation scheduling
Client follow-ups
Less repetitive questions
Context-rich handoff
How to Get Started
1
Set intake
Configure questions per case type.
2
Capture details
Store contacts and notes.
3
Schedule consults
Offer slots and confirm via WhatsApp.
Frequently Asked Questions
Can it filter out unqualified cases?
Yes, it can qualify and close with guidance.
Can we avoid collecting sensitive data?
Yes, configure guardrails and escalate when needed.
Quick Facts
- No-Code
- Secure and scalable infrastructure.
Ideal for
Ideal for
Expert Insight
Pro tip: WhatsApp has higher open rates than email, ideal for instant customer service.
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