Clio Integrations

MotaWord is an advanced translation service that integrates machine-assisted processes with skilled human translators to provide top-tier translations in more than 110 languages. Prioritizing both speed and precision, it allows businesses to easily upload documents, web content, or specific translation requests to receive polished outputs promptly, while certified translators ensure that the tone, context, and industry-related terminology are accurately rendered. The platform boasts features such as the ability to select translators on demand, reuse of translation memories, comprehensive workflow management dashboards, and support for critical legal and business content. Additionally, it offers seamless integrations with web platforms, facilitating real-time multilingual translations for websites. By combining innovative technology, proficient linguists, and efficient procedures, MotaWord seeks to significantly reduce costs and turnaround times when compared to conventional translation services. This approach not only enhances the quality of translations but also streamlines the overall client experience.

Sidian DataGuard is a robust data protection solution designed to safeguard sensitive and privileged information within regulated organizations, ensuring that regular operations can proceed uninterrupted. It operates within email systems, cloud storage solutions, shared folders, and AI workflows, meticulously reviewing every document, message, attachment, and prompt prior to their transmission. Instead of halting an entire communication, DataGuard intelligently enforces the organization’s policies by removing only the information deemed sensitive, tailoring content to the intended recipient while maintaining a comprehensive record of the removals, along with the reasons and applicable regulations. The platform's Email & File Protection seamlessly integrates with tools like Outlook, Gmail, OneDrive, SharePoint, Google Drive, and Dropbox, automatically sanitizing outgoing content while facilitating a smooth workflow. Additionally, Secure Sends efficiently manages large document batches from Clio, OneDrive, SharePoint, Drive, or local uploads, identifying protected data such as names, dates, account numbers, and IDs, and it offers features for bulk review, redaction, secure sharing, expiration dates, and detailed activity logs for each recipient. In this way, organizations can enhance their data security posture while ensuring compliance and operational efficiency.

Lexidesk is a specialized AI intake solution designed specifically for law firms that serve consumers, providing 24/7 support for phone calls and online inquiries. It engages in real conversations for intake, effectively qualifies and scores prospective clients, schedules consultations, transfers urgent issues immediately, follows up automatically, and integrates a well-organized summary into the firm's customer relationship management system. Unlike traditional chatbots or phone trees, Lexidesk offers a cohesive reception and intake experience through seamless dialogue. It accommodates over 25 languages, identifies returning clients, and directs non-lead calls to the appropriate personnel. With built-in integrations for platforms like Clio, HubSpot, Lawmatics, HighLevel, Calendly, and Acuity, as well as the ability to create custom webhooks for other applications, it ensures compatibility with various systems. The deployment suite enhances its functionality with agent versioning, AI simulation tests, and quick rollback features. Onboarding is a premium, hands-on service that gets firms operational within just two to three days. Additionally, Lexidesk caters to various practice areas, including family law, immigration, criminal defense, personal injury, estate planning, and employment law, making it a versatile tool for diverse legal practices.

Dynamic Self-Syndication™ is our powerful marketing automation software that will help you take your law practice or medical practice to new heights. Are you tired of manually connecting the dots and trying to manage multiple tools for your marketing? DSS makes it easy to manage your website, traffic and leads, email marketing reputation, social media, local listing, and email marketing. There is no need to purchase separate software or tools. DSS is more than a CMS like WordPress. It's marketing automation software that will make you stand out from your competitors. DSS CRM lets you create automated email drip campaigns, newsletters, and follow-up sequences to your contacts. You can tailor your email campaigns to meet the needs of your users. To stay in touch and nurture your contacts, create branded newsletters that include links to content from your site.

Ngage is a dynamic live chat solution featured on over 8,000 business websites across various sectors, where expertly trained operators deliver a tailored experience that effectively transforms visitors into loyal clients. By facilitating discreet conversations, we assist potential customers in forging a connection with your brand. We promptly gather and relay essential information to streamline your intake and sales processes, ultimately enhancing your website's conversion rates at an affordable price. Each visitor is greeted courteously before they have the opportunity to leave, ensuring they feel welcomed right away. Our skilled operators engage with visitors to gather insights about their needs and situations. After summarizing the discussion, we seamlessly connect the web visitor with your team, ensuring a smooth transition. With Ngage, you can connect with prospective clients instantly, significantly boosting your conversion rate and fostering lasting relationships. This efficient approach not only improves customer engagement but also drives your business's growth.

Hona offers a smooth integration with your case management software, allowing you to automate client updates with just a few clicks. With Hona, clients can access a user-friendly portal that educates them on case progression, facilitates mass messaging, and automatically requests reviews. Its versatile API seamlessly connects with your preferred case management systems, enabling your law firm to excel in client communication, information management, and proactive service delivery. Committed to building trust between attorneys and their clients, Hona provides a transparent, step-by-step tracking system for every case. The platform's innovative technology ensures timely notifications and essential information are sent directly to clients, keeping them informed at all times. By eliminating the need for manual emails, phone calls, or client forms, Hona streamlines the entire process within its client portal, allowing for efficient and accurate communication. This approach not only keeps clients well-informed but also encourages their active participation throughout the legal journey, ultimately enhancing their overall experience.

InfoTrack allows law firms to carry out their entire conveyancing process digitally, from start to finish. Our comprehensive range of conveyancing tools enables you to handle all necessary tasks in one centralized location, covering everything from onboarding to AP1 submissions. By utilizing our user-friendly platform, you can enhance your workflow, boost productivity, and minimize the likelihood of errors. This innovative solution integrates essential connections to alleviate administrative burdens and lower costs, providing a more efficient way of working through a cohesive platform that optimizes firm operations. With InfoTrack, you can access a versatile platform designed to elevate productivity in your conveyancing, commercial property, and corporate search activities. Additionally, InfoTrack Commercial is specially designed technology aimed at simplifying the management of extensive commercial transactions, making the process more intelligent and less stressful. This focus on efficiency and ease of use ensures that firms can navigate complex transactions with confidence and clarity.

Legal assistants and paralegals often invest between 5 to over 60 minutes handling a single notice, which can accumulate to hundreds or even thousands of notices weekly. This results in lost time, potential human mistakes, processing delays, fragmented information, routing mishaps, and various other issues. ECFX Notice effectively saves law firms, regardless of their size or litigation focus, hundreds of hours each week. The documents are organized following your firm’s specific naming conventions and abbreviations, all of which are customizable based on the office, practice group, client, and additional factors. You have complete control over the format, content, and frequency of email notifications. Depending on attorney preferences, the system includes either PDFs or links to documents within the document management system (DMS). Furthermore, documents can be stored in multiple locations, including the firm's DMS, client shared folders, or cloud storage, based on your requirements. The solution also features an intuitive dashboard that is enhanced by customizable metrics to track notifications related to matters, cases, clients, and timekeepers, ensuring efficient oversight and management of all activities. This comprehensive approach not only streamlines processes but also enhances overall productivity within the firm.