Clio and CozyCal Integration

Key benefits for your firm

Build a scheduling flow that automates the client intake process
Deliver a streamlined online scheduling experience with customizable booking pages, intake forms, white-label email notifications, video conference integrations and payment options. Client information collected through the intake form is sent to Clio's calendar event description box, where you can view details of scheduled events with clarity.
Sync with Clio Manage to keep your schedule updated
Scheduled or canceled appointments are automatically synced between CozyCal's calendar (can be integrated with a Google or Outlook calendar) and your Clio's calendar to make sure real-time availabilities are updated. You can approve or decline appointment booking requests manually.
Control how your law firm’s team gets booked
Attorneys can create their own booking pages or add availabities to the firm’s team booking page. Whether it’s one-on-one meetings or group sessions, bookings can be auto-assigned to your team in a round-robin manner or clients can pick the attorney they prefer to meet.

CozyCal syncs seamlessly with Clio Manage’s calendar to keep your firm’s schedule updated in real-time. List service offerings and set availabilities to take one-on-one appointments or group meetings in-person or virtually. You can enable event requests to manually approve or decline any appointment requests.

Information collected from customizable intake forms is sent automatically Clio calendar’s event description box where you can view details of scheduled events with clarity.

Contact information of newly scheduled clients including their full name and email can be sent to Clio’s Contacts so you can keep track of clients in one centralized location.