Clio integration

Connect CozyCal with Clio Manage to create an automated, seamless online scheduling process for your law firm.

Build 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

Auto-assign bookings to your firm's attorneys in a round-robin manner or let clients pick the attorney they prefer to meet.

One-on-one meetings with selected attorney
Attorneys can add their availabilities to shared event types or create their personalized booking page. Clients can click into each attorney's calendar, view their schedule, and book with the attorney that works for the best.
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 or Google Meet. Meeting links are shared with guests in the confirmation email and event calendar description.

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!"

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