Why Calendar Links Supercharge Clio

Reduce no-shows and secure faster client responses by integrating Add-to-Calendar links directly into Clio.

• Universal Add-to-Calendar link compatible with all major platforms.
• One-click setup without coding required.
• Smart reminders to keep everyone informed.
• Robust analytics to track engagement.

How Clio Works with CalendarLink

Automate Events and Tasks with CalendarLink

1. Create a CalendarLink for each new appointment

Set triggers such as New Upcoming Event or Matter Status Updated to create a CalendarLink automatically.

2. Map Event Details to CalendarLink

Accurately map event names, dates, and descriptions to ensure seamless integration. Optionally capture RSVPs for added convenience.

3. Publish the Invitation

Receive a branded Add-to-Calendar link to share with contacts, enhancing scheduling efficiency.

Fire Clio Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select actions like New Event or New Upcoming Event to trigger Clio workflows automatically.

2. Map Add-to-Calendar Data

Effortlessly flow titles, dates, and times from CalendarLink into your Clio tasks and schedules.

3. Update Clio Records Automatically

Update tasks, manage matters, or upload documents in Clio as actions are triggered by CalendarLink events.

Pro Tips for Clio and Add-to-Calendar

• Utilize click and attendance analytics to refine client engagement.
• Ensure optional RSVP capture for streamlined client management.
• Create subscription calendars to keep everyone synced.
• Employ smart reminders to reduce missed appointments.