Legaler is already helping lawyers and clients all over the world make online meetings simple and secure, but things just got even easier for Clio users. Legaler’s new integration with Clio allows lawyers to create online meetings with their Clio clients, instantly, seeing each other face-to-face right inside their browser. No more email tag, calendar invites or downloads.
Designed for the legal industry, Legaler provides a complete online meeting solution bringing all the tools you need to schedule, host and archive meetings in one place. Most importantly, it’s a seamless experience for clients, who can meet with their lawyer in just a few easy clicks without needing to download any video conferencing apps. You can invite anyone to a meeting for free, even if they aren’t already an existing Legaler users, by simply entering an email.
The Clio integration allows you to import all your contacts details directly into Legaler, making it easy to send meeting invitations to any of your clients. The existing Google integration also helps you sync your contacts and calendar. Once your Clio account is connected, you can easily access matters by name or matter number so you can archive any messages, notes, agendas and meeting details by matter name for future reference.
Ever needed to bill a client after a meeting? You can automatically create a time entry in Clio directly from Legaler after a meeting with just one click, allowing you to easily issue an invoice in Clio. Of course, the time entry includes all the important meeting details like duration, participants, notes and matter name etc.
It only takes seconds to connect your Clio account in Legaler. Here’s how..
Go to INTEGRATIONS in your SETTINGS and click CONNECT under Clio
If you’re already logged into Clio simply click ‘Yes, let’s connect’