Solutions
For firms on Clio Manage whose clients would rather message than email, and who want those conversations off personal phones, shared across the team, and in the file without anyone copying them by hand.
For the firm
One business line on the channel clients already use, set up for the firm. Every conversation is matched to the right Clio contact and matter and filed at the end of the day. Shared numbers and several open matters wait for a person. Nothing is filed without a confident match.
For your team
One inbox for everyone on the line. Several people can serve the same client without stepping on each other, and every reply shows who sent it. Replies go out on the same channel the client used. Preferred language is a staff setting.
For the lead attorney
An optional end-of-day email recaps every client conversation, with AI summaries if the firm turns them on. See what happened across all clients without opening a single thread.
What Clio sees
The application asks for three scopes, with read and write access.
Notes live in Clio next to the rest of the firm’s notes. Clio stays the system of record, and the firm can disconnect MatterNumber from Clio at any time.
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MatterNumber
Requests access to Clio Manage
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Contacts: Read and Write
Match each sender to the right client, and add new clients when the firm asks.
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Matters: Read and Write
See each client’s open matters and file the day’s conversation as a note on the matter.
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Users: Read and Write
Confirm who connected Clio and keep the connection tied to the firm.
Availability
Not a self-serve marketplace install. We turn firms on by invitation. The product is the same for every invited firm. What changes is which number, which staff, and which matters.