Fidu – Client Experience Platform Integration for Clio

Key benefits for your firm

Systematize Your Client Journey
Easily build client experiences that both delight customers and scale your business. From onboarding through closing a client, Fidu provides a single source for your clients to engage with your team. Fidu streamlines your communications, automates your standard operating procedures, and takes action on your behalf to create a collaborative, process-driven, and repeatable client experience across the entire client journey.
Productize Your Expertise
Leverage your knowledge by creating a firm-wide legal content library that easily transforms into simple or complex legal products. And power up your practice by combining your products with the nuances of service delivery (meetings, messaging, forms, and more) to create customizable packages and projects to fit the needs of your clients.
Deliver Your Flat-fee and Subscription Legal Services
Provide continuous value to your clients without you or your legal team working continuous hours. Fidu’s extensive automation, customizable client resource libraries, systematized messaging, powerful forms, generated documents, and more help you and your team focus on delivering value not trading time for money, so you can finally ditch the billable hour for good.

Keep your team working in Clio Manage, while delivering your client experience with Fidu. With our deep Clio integration, the actions your clients take in Fidu are tracked in Clio Manage – communications are logged, task statuses are updated, and documents are logged. Plus – your team can automate Clio tasks in Fidu without ever leaving Clio.

Ready to improve your workflow with Fidu – Client Experience Platform and Clio? Get Started