hireJudi +Clio

Judi answers and books; your matters stay in Clio.

via Zapier

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 link

What teams set up first

1

Create a Clio contact for every new client Judi captures

2

Log consult bookings to your Clio calendar

3

File call summaries to the client record

Clio questions, answered

Judi answers. Clio stays in the loop.

Hire your front office in minutes, and keep every tool you already trust.