Win More Legal Clients with Apptoto for Clio™
Send automated appointment reminders, confirmations, and follow-ups with an Appointment Management System designed for Clio™ Customers
Making sure clients are on time shouldn't be a full-time job. With Apptoto + Clio, your firm can automate appointment scheduling, reminders, and confirmations - so you spend less time chasing down clients and more time on billable work. Clients schedule online through a professional, branded booking page, and appointments sync instantly with your Clio Calendar. Personalized SMS, email, and voice reminders ensure they arrive on time and prepared.
Stop losing hours to no-shows and last-minute reschedules. Apptoto integrates directly with Clio to keep your calendar full and your caseload moving. New client info is automatically added to Clio, and appointments link to the right Matter. Firms using Apptoto have cut no-shows by 75% - turning lost time into revenue.
Industry Integration
Clio Legal Software
Setup Guide
Apptoto seamlessly connects with Clio to send clients automatic appointment reminders, confirmations, and follow-ups. Stop manually texting, emailing, and calling clients about upcoming meetings or court dates— Apptoto has you covered.
Clients' contact details and existing bookings will automatically sync to Apptoto from Clio. From there, you can create and schedule unique messaging sequences to send to your clients based on their appointment types.
Best of all, once auto-messaging is enabled, your team can fully work out of Clio thanks to Apptoto's set-and-forget automation. Apptoto synchronizes new appointments, tracks schedule changes, sends reminders, and manages confirmation status changes automatically.
Ensure clients and prospects arrive on time and well prepared with custom appointment reminders, eliminating up to 75% of no-shows.
Reduce administrative workload, prioritize greater staff-client engagement, and eliminate costly scheduling errors that erode trust.
Provide a polished yet personalized experience for prospects and clients with customized appointment reminders, two-way messaging, and best-in-class booking tools.
Reengage clients or prospects (e.g., contacts you met with but never retained) with specific messaging and offers using campaigns. Plus, build rapport by sending clients messages on personal milestones such as birthdays or holidays.