If you’re not texting from Clio, you’re leaving all kinds of opportunities on the table.  In a recent video, I was able to dive into this revolutionary feature, learn how to harness its power, and explore some best practices along the way.

Picture this: seamless client communication, all within the confines of your trusted practice management system. No more juggling personal cell phones or worrying about team turnover. With Clio’s integrated texting, you can keep your conversations organized, professional, and secure.

So, how do you get started? Setting up text messaging in Clio is a breeze. Simply navigate to the settings menu, locate the “text messaging” section, and flip the switch to activate this feature. Clio will then assign you a toll-free number, allowing you to exchange texts with your clients effortlessly.

But wait, there’s a crucial detail to note: Clio requires alternative contact information for its text notification templates. This ensures that clients attempting to call the toll-free number receive a prompt to use alternative contact methods. It’s a small step to maintain a seamless communication flow.

Once configured, using Clio’s texting feature is a cinch. Within a matter, navigate to the communications tab to access your text message exchanges. Engage in real-time conversations with clients, all while keeping track of every interaction within Clio’s intuitive interface.

Now, let’s talk about strategy. As with any new tool, there are a few key considerations to keep in mind:

  • Team Communication: In larger firms, designate a point person to manage incoming texts to avoid confusion and ensure timely responses.
  • Matter Integration: Text message threads are linked to clients rather than specific matters. While convenient, be mindful of this when accessing client communications across multiple cases.
  • Signature Sign-Off: To maintain clarity, consider signing your text messages with your name or role within the firm. This helps clients identify who they’re communicating with, especially in multi-user environments.
  • Client Awareness: Remind clients that while they can text your toll-free number, it’s not intended for voice calls. Provide clear instructions for reaching your firm via phone if needed.

In essence, Clio’s texting feature marks a significant leap forward in client communication for law firms. It’s a quantum leap from using personal cell phones and adds a layer of professionalism and efficiency to your practice.

It’s time to embrace the future of client communication. Activate texting in Clio, explore its myriad benefits, and let’s elevate your practice together.