Judi answers and books; your matters stay in Clio.
What moves between them
- New client intakes flow out to Clio as contacts
- Consult bookings and call summaries flow out as they happen
- Clio remains your system of record for matters and billing
How it connects
Judi hands off to Clio through Zapier. Connect hireJudi events and actions to the steps available in Clio's Zapier integration. Only use workflows without protected health information. Your Zapier plan and task usage are separate from hireJudi.
The hireJudi Zapier app is available by invitation to eligible organizations.
Get the Zapier invite linkWhat teams set up first
Create a Clio contact for every new client Judi captures
Log consult bookings to your Clio calendar
File call summaries to the client record
Often connected together
All integrationsMyCase
Legal practice management
Front-office intake in hireJudi, case work in MyCase.
PracticePanther
Legal practice management
Every answered call becomes a PracticePanther record.
Zapier
Automation
Connect hireJudi to 7,000+ business apps with no code.
Running a practice? See hireJudi for law firms.
Clio questions, answered
Judi answers. Clio stays in the loop.
Hire your front office in minutes, and keep every tool you already trust.