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. hireJudi publishes the events through its API and signed webhooks, and Zapier moves them into Clio using the same connector thousands of teams already run. Use it for business data, not protected health information.

The hireJudi Zapier app is invite-only while our public listing is in review. Customers can request the invite link from support.

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.