Clio is a Practice Management Software (PMS) used by law firms and lawyers to automate administrative and operational aspects of their businesses. Clio helps its clients to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting. Integrating Clio with Birdeye will automate the process of sending out review requests to clients on a daily basis. 

Once Clio is integrated with Birdeye, Birdeye will pull client information from Clio once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your PMS using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for Clio: 

Birdeye also allows businesses to send review requests manually. Here is the supported trigger for Clio.

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.

To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. At the bottom of the 'Settings' page, click on the 'Authorize Clio' button under the CRM integrations header.

After you click on the authorization button, you will be redirected to the Clio website. Enter the email address and password associated with your Clio account and click on 'Sign In'. 

Once you have signed in to your Clio account, Birdeye will ask for certain permissions to obtain client data from your Clio account. Click on the 'Allow Access' button at the bottom to complete the integration process.

After the access has been granted, you will be redirected to the Birdeye dashboard and an 'Authorized' message will appear right next to Clio.

Review requests will be sent to your customers by default. To not send review requests for selected matters, you need to create a 'Custom Field' within your Clio account.

How to create ‘Custom Fields’ on Clio Account:

To create a 'Custom Field', login to your Clio account and click on the 'Settings' tab from the left navigation rail. Once on the 'Settings' page, click on 'Custom Fields' under the 'System' header. If you need help setting up the custom field, reach out to the Birdeye technical support team.

To create a new custom field, click on the 'Add' button in the top right corner.

1. How to create a ‘Don’t Send Review’ Custom Field? (Applicable for any trigger)

After you click on the 'Add' button, a pop-up will open up where you have the capability to give a name and add a type to your custom field. Enter 'Don't Send Review' in the name field, and select 'Checkbox' in the type field. Also, check the 'Default' checkbox and click on the 'Save' button to create a new custom field.

2. How to create a ‘Location’ Custom Field? (Applicable for any trigger)

In the case of a multi-location account, you will need a custom field for managing your locations which should be of type 'Picklist'. If you are already using a location custom field, provide the name of that custom field to the Birdeye support team. If you don't use a location custom field, you will need to create an additional custom field labelled as 'Location'. Once you have entered 'Location' in the name field, select the 'Type' as 'Picklist' and check the 'Default' and Required' boxes.

Now, use the 'Plus' sign to add different locations to the custom field. Once you have entered the name of all the locations associated with your Birdeye account, click on the 'Save' button.

After you have created the 'Custom Field', it will appear under the 'Individual Fields' column. To verify if the custom field has been created successfully, click on the 'Create New' tab on the top right corner, and from the drop-down menu select 'Matter'.

For multi-location businesses, the 'Location' custom field will appear next to the 'Don't Send Review' custom field.

Once you are in the process of creating a new matter, a 'Don't Send Review' checkbox will appear on the bottom. If you do not want to send a review request to the customer, check the 'Don't Send Review' box. By default, if the checkbox is not checked, review requests will be sent out to your clients for all closed matters.

For multi-location businesses, select the location from the drop-down menu while creating a matter.

Once the integration is complete, Birdeye will send out review requests to the client related to the closed matter for which the 'Don't Send Review' checkbox has not been checked.

To learn more about the different subscription plans offered by Clio, click here.

Enabling the 'Send 'Review' button to send review requests manually

To enable the 'Send Review' button on your Clio account, you have to integrate it with the 'Webhook' trigger. After the integration is complete, you need to authorize the business using your Clio account. When you log in to your Clio account which was used for authorization, you will be able to view the 'Send Review' button.

In case you want to stop or discontinue the integration with Clio, you can do so using the 'Disconnect Clio' button inside the 'Setup' tab. Once clicked, your Clio account will be disconnected from Birdeye and the 'Disconnect Clio' button on this page will revert back to 'Authorize Clio'. You can authorize the integration anytime again, as done in step two above.