Seamless Clio Legal Tech Sync for Your Law Firm Website.
Eliminate double-data entry and lost consultation leads. Connect your web intake forms and appointment booking calendars directly into Clio Grow and Clio Manage.
How Information Flows From Website to Clio
Real-time sync keeps attorney calendars updated and client matters organized instantly.
Prospect Submits Form
Client completes a consultation or practice inquiry form on your Aero website.
Clio Grow Intake Sync
Lead is automatically created inside Clio Grow with pre-filled contact details and conflict check prompts.
Clio Manage Conversion
Retained clients transition seamlessly into active Clio Manage matters, ready for document prep and billing.
Why Lawyers Choose Aero for Clio Sync
Spend less time managing intake spreadsheets and more time serving your retained legal clients.
Clio Grow Intake Forms
Embed custom intake questionnaires directly on practice area pages. Data maps directly to custom Clio lead fields.
Clio Scheduler Integration
Allow prospective clients to book paid or free consultation slots synchronized in real time with attorney Outlook/Google calendars.
PIPEDA & LSO Compliant
All web form transmissions utilize 256-bit SSL encryption adhering to Canadian data sovereignty and Law Society standards.
Zero Double-Entry
Never manually retype names, phone numbers, or case notes again. Eliminates transcription errors across administrative staff.
Automated E-Signatures
Trigger fee agreements and retainer letters via HelloSign / Clio Grow immediately upon lead qualification.
Lead Source Analytics
Track which practice area web pages generate your highest-value signed retainers with integrated campaign tagging.
Clio Integration FAQ
Common questions regarding connecting your web presence with Clio.
Is the connection between our website and Clio secure?
Yes. We connect via official Clio API token authorization (OAuth2) using encrypted REST API endpoints. Your login credentials are never stored on your website.
Do we need both Clio Grow and Clio Manage?
Aero can integrate with both or either! Form entries can route directly into Clio Grow for sales pipeline management or directly into Clio Manage as contacts.
How long does integration setup take?
Clio API authorization and custom form field mapping are included in all Aero packages and typically take less than 48 hours to configure once API access is granted.
Ready to Automate Your Legal Intake?
Schedule a live 15-minute demonstration with our legal web team and see how Aero connects your site to Clio seamlessly.