When you add or update an appointment in Clio, automatically send a reminder via ClickSend to ensure your clients never miss an important meeting. This helps in reducing no-shows and improving client communication.
Every time you generate a new invoice in Clio, ClickSend can immediately notify the client with billing details. This keeps clients informed and speeds up the payment process.
When important updates occur in a client’s case in Clio, you can use ClickSend to send an automatic notification. This keeps your clients in the loop without manual effort.
Whenever a task deadline approaches in Clio, ClickSend can send an automatic reminder to relevant team members. This ensures everyone stays on top of their responsibilities without management intervention.
As you onboard a new client in Clio, kick off the process by automatically sending a personalized welcome message through ClickSend. This helps set a positive tone and strengthens the client relationship from the outset.
And much more...