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Settify

Settify is the global leader in client intake systems
  • CLIO MANAGE
Available in Canada, the United States
Starting at $99 per month USD
Get started View all plans
Free rollout (worth $2,500) for the first seven US firms Learn More

Key benefits for your firm

  • Save time and cost

    Settify’s sophisticated AI immediately assists your clients.

  • Prepare to impress

    Settify collects your clients’ instructions so you can focus on the big picture.

  • Populate Clio automatically

    Settify populates the data fields in your Clio matter for you!

How Settify works with Clio

  • Settify can be accessed via a button on your firm’s website, giving clients can access at any time, or you can send a link via a welcome email to clients. The sophisticated AI powering Settify means that clients can engage with Settify intuitively.

    Settify will collect your clients’ details that at a click of a button, instantly populate your Clio matter and contacts, and save you hours of data entry.

Ready to improve your workflow with Settify and Clio? Get Started

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