Client Engagement for
Clio
Clio is the cloud-based legal practice management software that makes running your law firm, organizing cases, and collaborating with clients from one place possible.
Clio Firms Can Reimagine Client Engagement with Case Status
We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Clio will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.
Client Engagement
Enhanced Communication
Grow The Law Firm Business
AI-Powered Client Intelligence
How This Integration Works with Case Status
Helpful Resources to Get Started
How This Integration Works with Case Status
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
Clio
Integration FAQs
No. Case Status integrates directly with Clio, so your team can continue managing cases in Clio while key information syncs automatically into Case Status for client communication. This eliminates duplicate entry and keeps everyone working from the same source of truth.
Yes. Messages, documents, and photos sent through the Case Status app are synced back to the appropriate Clio matter. This helps maintain a complete case file while centralizing communication in one place.
Custom fields in Clio can be mapped into Case Status so that important data points — such as case stage or milestones — display correctly and power automated updates to clients.
Internal notes in Clio remain private. Only client-facing updates that you choose to share through Case Status are visible in the app.
New contacts and matters sync automatically, usually within minutes, allowing your team to invite clients and begin communicating without delay.