Clio Integration
Connect CozyCal with Clio Manage for an automated, seamless scheduling process, featuring advanced team scheduling, and hybrid room and appointment booking.
Sign upBuild a scheduling flow that automates the client intake process
Create a customized, professional booking page that displays your firm's services, highlight branding, and allows new clients to schedule legal appointments 24/7. Click here to see an example booking page.
Capture leads right on your firm's website
Install CozyCal's plugin on your website and create a booking page that matches with your branding to capture quality leads and increase client conversion.
Share the booking page link with your clients
Share your booking page's URL with your clients either in a text message, email and social media to maximize bookings and streamline the client intake process.
Sync with Clio Manage to keep your schedule updated
With 2-way integration with Clio Manage, CozyCal automatically sends confirmed appointments, new client information and intake form details to your Clio account.
Customize intake form to collect information
Client information collected through the intake form is sent to Clio's calendar event description box, where you can view details of scheduled events with clarity.
Send white label automatic email notifications
Send automatic confirmation and reminder email notifications from your business's own domain to keep booked guests informed and reduce no shows, with your law firm's branding highlighted.
Control how your law firm gets booked
As the admin, you can get a bird's eye-view of all scheduled bookings by filtering team members, and manage others' availabilities flexibly.
Manage event settings and your firm's team availability
Set the service offering's duration, padding time, booking window, and manage the entire firm's team availabilities flexibly under one admin account.
Approve or decline appointment booking requests
Review meeting booking requests first before manually approve or decline the requests to confirm the appointments, and filter unwanted bookings.
Set flexible team scheduling types to maximize bookings
Pool availability from multiple hosts, use round-robin scheduling for even appointment distribution, and set priority ranking to determine which team members or rooms are assigned meetings first.
Hybrid room and appointment scheduling
For in-person meetings, pool the availabilities of multiple hosts (attorneys, paralegals, and rooms) to find optimal time slots. Your team can set hosts as reserved or round-robin, rank hosts with priority settings, and create multiple round-robin groups.
Accept multiple bookings per time slot for group meetings
A time slot can accept bookings from multiple guests which is ideal for hosting group meetings, legal workshops, conferences or webinars.
Power up your firm's scheduling with integrations
Sync seamlessly with Google or Outlook calendar to coordinate your firm's schedule and keep team members' availabilities up to date.
Schedule virtual meetings with one click
Automatically create virtual meeting links for scheduled meetings through Zoom, Google Meet, or Microsoft Teams. Meeting links are shared with guests in the confirmation and reminder emails, and event calendar description. You can discuss case details with your clients anywhere around the world.
Connect with Stripe to charge payments
Connect with Stripe, set pricing for event types and collect payments right on your booking page securely.
"CozyCal has saved not only time and effort, but it has also made our calendar in Clio a lot cleaner. Plus, with the reminder emails going out automatically, we have had way less 'no-shows'."
"I just wanted to say how THRILLED I am with this scheduling software. Every time I look for something I need to do, its like CozyCal reads my mind and have it all ready to go for me. It has worked so smoothly and looks beautiful. My clients are actually using it. So thank you!"
Questions & Answers
Have more questions? Contact us at support@cozycal.com
Does CozyCal sync with Clio Manage?
Yes. CozyCal integrates with Clio Manage through a two-way calendar sync. When a client books an appointment through CozyCal, the event automatically appears in your Clio calendar with all relevant details. Events you add directly in Clio also block time in CozyCal, preventing double bookings across both systems.
When a client books through CozyCal, does it automatically appear in Clio?
Yes. Confirmed bookings sync to your Clio Manage calendar automatically, including the client's name, contact information, and any intake form responses. The intake form data is sent to Clio's calendar event description, so your team can review all details directly in Clio without switching between systems.
How much does CozyCal cost compared to Clio Grow's built-in scheduler?
CozyCal's Pro plan costs $15 per user per month (billed annually) with no setup fee. Clio Grow's built-in scheduler costs $89 per user per month plus a $549 setup fee. For a three-attorney firm, switching to CozyCal saves $2,664 per year while providing more advanced scheduling features like hybrid booking, round-robin assignment, and white-label email notifications.
Can CozyCal book both an attorney and a conference room at the same time?
Yes. CozyCal's hybrid booking feature lets you schedule a team member and a physical resource (like a conference room) simultaneously in a single booking flow. When a client selects a time, CozyCal checks availability for both the attorney and the room, ensuring neither is double-booked. This eliminates the need to manage room reservations separately.
Does CozyCal work with Clio's client intake process?
Yes. CozyCal includes customizable intake forms that collect client information at the time of booking. All form responses are sent directly to Clio's calendar event description, so your team has the details they need before the appointment. You can customize the form fields to match your firm's intake requirements.
Can my whole law firm team use CozyCal with Clio?
Yes. CozyCal supports team scheduling with features designed for law firms, including round-robin assignment to distribute consultations evenly, priority ranking so senior attorneys receive bookings first, and pooled availability for multi-attorney meetings. Each team member's calendar syncs individually with Clio Manage.
Is there a setup fee for CozyCal's Clio integration?
No. There is no setup fee for CozyCal or its Clio integration. You can connect CozyCal to Clio Manage directly from your CozyCal settings. The integration is included in both the Pro plan ($15/user/month annual) and the Plaid plan ($25/user/month annual). CozyCal also offers free onboarding calls to help your firm get set up.