--- title: "Clio Integration Details" canonical: "https://resourcecenter.kenect.com/space/Integratio/42042090/Clio%20Integration%20Details" format: markdown --- ### Feature Overview #### Contact Sync - Sync contacts from Clio to Kenect once daily at (6:00pm MST) #### Conversation Posting Kenect conversations show in the "Communications" tab under the matter - Near real-time posting into matter in Clio. ### **Automations** Automatically send texts to clients via Kenect based on the following events in Clio - Case Opened - Case Closed - Payment Requested - Payment Past Due #### **Appointment Reminders and Follow-Up** Complete Appointment Reminder Automation •Seamlessly keep clients updated with the status of their appointment •Automatically send texts when appointments are created, updated, or cancelled •Set multiple reminders for intervals before appointments (7 days, 3 days, 1 day, etc) •Include dynamic details including start time, end time, location, address, and event type > ℹ️ ***For appointment reminders, there are many different ‘types’ of appointments. Many of which may be customized within your specific Clio instance.*** #### **Appointment Follow Up and Drip Campaigns** •Keep clients in the loop after an appointment with automated follow up •Create different automated text journeys filtered by appointment type •Messages can be sent days, months, or years after an appointment > ℹ️ ****Appointment Reminders occur ‘before’ the configured event. Appointment Follow Up occurs ‘after’ the configured event.*** #### **Attachment Sync** - Any attachments that are sent or received in Kenect will automatically be downloaded to the documents tab in Clio, they also show in the communications tab linking you back to Kenect. (*In Communications Tab*) ![image-20240807-142602.png](media://8ba1704a-7c0c-4775-a115-38caea47b7ef)  (In Documents Tab) #### **Do Not Text** You can mark a contact as `Do Not Text` in Clio, and it **will not **be synced to Kenect. ### Conversations Posted to Matters in Real-time ![image-20240508-151324.png](media://16244f9e-afa8-44a1-be77-290489ce2878) ### Automated Texting Create a Customer Journey by scheduling texts ahead of time ![image-20240508-151343.png](media://54b69afe-b195-4585-a873-76291f5d5ca1) ”Open” and “Closed” are the triggers used to send texts through Kenect ![image-20240508-151359.png](media://b21bcced-8ca9-4633-826d-1ac65afde999) Automated texts are configured in Kenect ![image-20240807-141407.png](media://6de6f94a-9307-4ac5-9bf4-a49dc563d66a) ### **LawPay + Clio – Automated Payment Text Reminders ** > ℹ️ **This feature functions ONLY with LawPay integrated with your Clio instance. This is not attached to ‘Clios’ specific pay feature.** Automated Payment Request Text – Trigger: Send Invoice in Clio - Sent via Kenect Text message when an invoice is sent from Clio (to contacts associated with that invoice)​ - Includes a Text-to-Pay link​ - Includes a link to view the associated invoice​ - When a bill is Created and Sent in Clio​ ​Automated Payment Request Text – Trigger: Past Due in Clio - Sent via Kenect Text message when an invoice is overdue in Clio (to contacts associated with that invoice)​ - Includes a Text-to-Pay link with current invoice balance​ - Includes a link to view the associated invoice​ ![image-20240508-151456.png](media://3b31f1cf-7f58-48c2-bd49-810e6ecac110) ### Appointment Reminders and Follow-Up Complete Appointment Reminder Automation •Seamlessly keep clients updated with the status of their appointment •Automatically send texts when appointments are created, updated, or cancelled •Set multiple reminders for intervals before appointments (7 days, 3 days, 1 day, etc) •Include dynamic details including start time, end time, location, address, and event type Appointment Follow Up and Drip Campaigns •Keep clients in the loop after an appointment with automated follow up •Create different automated text journeys filtered by appointment type •Messages can be sent days, months, or years after an appointment ![image-20240508-151531.png](media://6d585964-56c5-4f1f-b09a-5500c24095b2) ### Attachment Sync Any attachments that are sent or received in Kenect will automatically downloaded to the documents tab in Clio A matter must be selected for the sync to take place ![image-20240508-151550.png](media://c207c8fd-3404-4eb2-8c1e-59bd6439e33d) # **FAQs (Frequently Asked Questions)** - **What are the parameters of Clio's contact synchronization for new and existing contacts beyond "[near] real time"? Why is it sometimes instantaneous and why does it sometimes even take overnight?** - The clio integration attempts to process all contacts in near real-time.  However, a nightly cleanup job is run to handle any that might have been missed during the day.There are a variety of reasons why an individual contact might not be processed immediately, but it should not be the norm.If you and the customer are able to provide some examples of contacts that should have been processed immediately, but weren’t, you can submit a zendesk ticket and someone can look into it to see if there is an identifiable issue. - **Why there is a contact in Clio app, with all this information (phone number, last name and firts name) and is not synced in Kenect app?** - Please, verify the contact is not marked as`Do Not Text` in Clio. - **Why I dont see the opption to set up the payments automatic messages** - Verify the merchant account is set up ![image-20240507-205837.png](media://3d759d80-e86d-458f-9b61-b40bebaa815c) - **Where are documents/PDF's uploaded to in Clio when they are assigned to the matter from Kenect?** - They are uploaded to the Documents tab of the matter in Clio: - **When a client sets up an appointment reminder and they want to insert the Location, is the address pulled from what is in Kenect? Or what is in Clio?** -The information is pulled from the Clio instance. ![image-20240507-205915.png](media://fec6373a-f5c2-4739-bee3-873af5fc2e98) - **How do I get my Kenect conversations to post to a Matter in Clio?** - You must manually assign the matter within Kenect. - **If I created an appointment at 4:50pm, when will my automated text send?** - Texts are queued to send every hour so in this instance it would send at ‘5:00pm’