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Seamlessly Manage Your Legal Projects With Fidu and Clio

Kimberly Bennett avatar
Written by Kimberly Bennett
Updated over 3 months ago

Are you looking to optimize your legal practice and enhance client communication? The Fidu integration with Clio offers a powerful solution to streamline your workflow and improve efficiency.

How to Enable the Integration

  1. Navigate to App Integrations: Access the App Integrations section within your Clio account.

  2. Locate Fidu: Search for the Fidu integration and click on it.

  3. Enable Integration: Click the "Add to Clio" button to activate the integration.

Accessing Fidu from Clio

Once enabled, you can directly access Fidu from your Clio matters:

  1. Open the Matter: Navigate to the specific Clio matter where you want to utilize Fidu.

  2. Locate the Fidu Tab: Look for the "Fidu Client Experience Platform" tab within the matter.

  3. Click to Access: Click on the tab to open the Fidu interface and start working on your project.

Key Benefits of the Fidu Integration

  • Create New Projects: Easily initiate new Fidu projects linked to specific Clio matters.

  • Track Project Progress: Monitor milestones, status, and deadlines for each project.

  • Efficient Communication: Send messages to clients directly from Clio through Fidu's messaging system.

  • Centralized Resource Management: Upload and organize important documents and files.

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